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Vanguard S&P 500 Growth ETF

72 hedge funds and large institutions have $417M invested in Vanguard S&P 500 Growth ETF in 2016 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 10

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

19% more capital invested

Capital invested by funds: $349M → $417M (+$67.4M)

12.01% more ownership

Funds ownership: 197.2%209.21% (+12%)

11% more funds holding

Funds holding: 6572 (+7)

Holders
72
Holders Change
+7
Holders Change %
+10.77%
% of All Funds
1.8%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
14
Increased
32
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
51
SII Investments
Wisconsin
$224K -$40.5K -2,244 -15%
Citigroup
52
Citigroup
New York
$224K +$63.9K +3,540 +40%
SWP
53
Stratos Wealth Partners
Ohio
$214K +$5.74K +318 +3%
CIC
54
Carnegie Investment Counsel
Ohio
$212K
HighTower Advisors
55
HighTower Advisors
Illinois
$200K +$199K +11,004 New
BIM
56
BlackRock Investment Management
Delaware
$195K
PA
57
Parallel Advisors
California
$101K +$100K +5,556 New
WA
58
WFG Advisors
Texas
$94K +$93K +5,148 New
CCM
59
Cribstone Capital Management
Maine
$91K +$650 +36 +0.7%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$81K +$65K +3,600 +417%
IA
61
IFP Advisors
Florida
$52K -$542 -30 -1%
AWM
62
Avior Wealth Management
Nebraska
$51K
NSIM
63
North Star Investment Management
Illinois
$44K +$217 +12 +0.5%
CTC
64
Central Trust Company
Missouri
$36K
JP Morgan Chase
65
JP Morgan Chase
New York
$33K +$32.5K +1,800 New
GT
66
Glenmede Trust
Pennsylvania
$31K
NFG
67
Next Financial Group
Texas
$26K -$43.4K -2,400 -63%
GEA
68
Glen Eagle Advisors
New Jersey
$16.4K +$16.3K +900 New
SF
69
Synovus Financial
Georgia
$11K +$108 +6 +1%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$6K +$6.07K +336 New
AIM
71
Anchor Investment Management
South Carolina
$3.28K
BlackRock
72
BlackRock
New York
$2K
NFG
73
Noven Financial Group
Colorado
-$5.83M -334,212 Closed
HSBC Holdings
74
HSBC Holdings
United Kingdom
-$4.79M -263,526 Closed
Jane Street
75
Jane Street
New York
-$3.08M -169,092 Closed

VOOG Hedge Fund Activity: Q4 2016 in Review

72 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q4 2016, worth a combined $417M — up 19% from $349M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VOOG positions and 6 closed out — a net gain of 8 holders — while 32 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $18.7M. The largest seller was Noven Financial Group, exiting entirely with an estimated $5.83M sold.

  • 72 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q4 2016, up from 65 in Q3 2016.
  • Funds reported $417M of Vanguard S&P 500 Growth ETF stock for Q4 2016, up 19% quarter-over-quarter.
  • 14 funds opened new Vanguard S&P 500 Growth ETF positions in Q4 2016 and 6 closed out, a net change of +8 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q4 2016 was LPL Financial, an estimated $18.7M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q4 2016 was Noven Financial Group, an estimated $5.83M sold.

Based on aggregated 13F filings for Q4 2016.