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Vanguard S&P 500 Growth ETF
VOOG

165 hedge funds and large institutions have $764M invested in Vanguard S&P 500 Growth ETF in 2019 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

35% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 40

18% more capital invested

Capital invested by funds: $650M → $764M (+$114M)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

6% more funds holding

Funds holding: 155 → 165 (+10)

1.65% less ownership

Funds ownership: 189.68% → 188.03% (-1.6%)

Holders
165
Holders Change
+10
Holders Change %
+6.45%
% of All Funds
3.57%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.17%
New
22
Increased
54
Reduced
40
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCA
Biltmore Capital Advisors
New Jersey
+$23.3M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$6.88M
3
UBS Group
UBS Group
Switzerland
+$6.53M
4
AWM
AE Wealth Management
Kansas
+$2.54M
5
AG
Advisor Group
Arizona
+$2.38M

Top Sellers

Rank Fund Capital Flow
1
GA
GFS Advisors
Texas
-$10.1M
2
LPL Financial
LPL Financial
California
-$5.81M
3
Jane Street
Jane Street
New York
-$5.5M
4
MML Investors Services
MML Investors Services
Massachusetts
-$4.53M
5
Bank of America
Bank of America
North Carolina
-$4.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
KeyBank National Association
26
KeyBank National Association
Ohio
$4.26M -$157K -6,408 -4%
AIA
27
Armor Investment Advisors
North Carolina
$4.16M – – –
SPC
28
Sigma Planning Corp
Michigan
$4.13M -$258K -10,548 -6%
PPA
29
Parametric Portfolio Associates
Washington
$3.95M +$1.16M +47,520 +45%
HSBC Holdings
30
HSBC Holdings
United Kingdom
$3.94M – – –
RJA
31
Raymond James & Associates
Florida
$3.72M -$187K -7,626 -5%
CA
32
Cetera Advisors
Colorado
$3.24M +$38.2K +1,560 +1%
SB
33
Suntrust Banks
Georgia
$3.18M -$409K -16,680 -10%
AWM
34
AE Wealth Management
Kansas
$3.11M +$2.54M +103,854 +623%
CA
35
Cornerstone Advisory
Maryland
$3.09M +$301K +12,300 +11%
ASN
36
Advisory Services Network
Georgia
$2.86M +$293K +11,952 +12%
SS
37
Simplicity Solutions
Minnesota
$2.78M +$2.2M +89,904 +504%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$2.74M +$2.65K +108 +0.1%
Creative Planning
39
Creative Planning
Kansas
$2.64M +$183K +7,470 +8%
FA
40
FCG Advisors
New Jersey
$2.54M +$721K +29,448 +43%
B
41
Bridgeworth
Alabama
$2.44M -$49.8K -2,034 -2%
NA
42
NewEdge Advisors
Louisiana
$2.29M -$544K -22,230 -20%
BS
43
Banco Santander
Spain
$2.22M -$258K -10,542 -11%
EFS
44
Essex Financial Services
Connecticut
$2.05M -$217K -8,862 -10%
HNB
45
Huntington National Bank
Ohio
$1.72M – – –
NWS
46
Newport Wealth Strategies
California
$1.55M +$29.4K +1,200 +2%
PAS
47
Partnervest Advisory Services
California
$1.53M +$1.45M +59,370 New
HFS
48
HL Financial Services
Kentucky
$1.52M +$184K +7,512 +15%
MWM
49
Meridian Wealth Management
Kentucky
$1.51M +$1.44M +58,656 New
KWM
50
Kingsview Wealth Management
Oregon
$1.32M – – –
1
2
3 4 5

VOOG Hedge Fund Activity: Q1 2019 in Review

165 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q1 2019, worth a combined $764M — up 18% from $650M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new VOOG positions and 12 closed out — a net gain of 10 holders — while 54 added to existing stakes and 40 trimmed.

The largest buyer was Biltmore Capital Advisors, opening a new position worth an estimated $23.3M. The largest seller was GFS Advisors, exiting entirely with an estimated $10.1M sold.

  • 165 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q1 2019, up from 155 in Q4 2018.
  • Funds reported $764M of Vanguard S&P 500 Growth ETF stock for Q1 2019, up 18% quarter-over-quarter.
  • 22 funds opened new Vanguard S&P 500 Growth ETF positions in Q1 2019 and 12 closed out, a net change of +10 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q1 2019 was Biltmore Capital Advisors, an estimated $23.3M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q1 2019 was GFS Advisors, an estimated $10.1M sold.

Based on aggregated 13F filings for Q1 2019.