We are live on ! Find out more
VOOG icon

Vanguard S&P 500 Growth ETF
VOOG

65 hedge funds and large institutions have $349M invested in Vanguard S&P 500 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

83% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 12

40% more capital invested

Capital invested by funds: $249M → $349M (+$100M)

32.3% more ownership

Funds ownership: 164.9% → 197.2% (+32%)

10% more funds holding

Funds holding: 59 → 65 (+6)

Holders
65
Holders Change
+6
Holders Change %
+10.17%
% of All Funds
1.73%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
11
Increased
22
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$7.95M
2
Bank of America
Bank of America
North Carolina
+$7.83M
3
UBS Group
UBS Group
Switzerland
+$3.1M
4
Wells Fargo
Wells Fargo
California
+$2.74M
5
SPC
Sigma Planning Corp
Michigan
+$2.05M

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$6.83M
2
CG
Caprock Group
Idaho
-$4.76M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$895K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$705K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$600K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
51
Carnegie Investment Counsel
Ohio
$204K – – –
BIM
52
BlackRock Investment Management
Delaware
$195K – – –
Citigroup
53
Citigroup
New York
$159K – – –
CCM
54
Cribstone Capital Management
Maine
$87K +$6.53K +360 +8%
NFG
55
Next Financial Group
Texas
$69K +$34.2K +1,884 +98%
IA
56
IFP Advisors
Florida
$52K -$16.3K -900 -24%
AWM
57
Avior Wealth Management
Nebraska
$51K +$51.1K +2,820 New
NSIM
58
North Star Investment Management
Illinois
$44K +$218 +12 +0.5%
CTC
59
Central Trust Company
Missouri
$35K – – –
GT
60
Glenmede Trust
Pennsylvania
$31K – – –
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$16K – – –
SF
62
Synovus Financial
Georgia
$9K – – –
DADC
63
D.A. Davidson & Co
Montana
$7K +$7.62K +420 New
AIM
64
Anchor Investment Management
South Carolina
$3.27K – – –
BlackRock
65
BlackRock
New York
$2K – – –
CG
66
Caprock Group
Idaho
– -$4.76M -272,982 Closed
Vanguard Group
67
Vanguard Group
Pennsylvania
– -$895K -51,294 Closed
SVCP
68
Silicon Valley Capital Partners
California
– -$349K -19,974 Closed
1 2
3

VOOG Hedge Fund Activity: Q3 2016 in Review

65 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q3 2016, worth a combined $349M — up 40% from $249M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VOOG positions and 3 closed out — a net gain of 8 holders — while 22 added to existing stakes and 12 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.95M. The largest seller was Janney Montgomery Scott, cutting an estimated $6.83M.

  • 65 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q3 2016, up from 59 in Q2 2016.
  • Funds reported $349M of Vanguard S&P 500 Growth ETF stock for Q3 2016, up 40% quarter-over-quarter.
  • 11 funds opened new Vanguard S&P 500 Growth ETF positions in Q3 2016 and 3 closed out, a net change of +8 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q3 2016 was LPL Financial, an estimated $7.95M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q3 2016 was Janney Montgomery Scott, an estimated $6.83M sold.

Based on aggregated 13F filings for Q3 2016.