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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
AF
51
Advisornet Financial
Minnesota
$1.23M -$33.8K -1,380 -3%
UCFA
52
United Capital Financial Advisors
Texas
$1.21M -$409K -16,698 -26%
FAIM
53
Financial Advocates Investment Management
Washington
$1.14M +$8.23K +336 +0.8%
PCG
54
Private Capital Group
Connecticut
$1.09M -$12.1K -492 -1%
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$1.07M +$230K +9,372 +29%
US Bancorp
56
US Bancorp
Minnesota
$1M – – –
RJFSA
57
Raymond James Financial Services Advisors
Florida
$989K +$117K +4,776 +14%
RRC
58
Relaxing Retirement Coach
Massachusetts
$969K -$11.2K -456 -1%
LWAC
59
Laurel Wealth Advisors (California)
California
$959K +$118K +4,824 +15%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$955K -$126K -5,154 -12%
PA
61
Pinnacle Associates
New York
$955K +$162K +6,600 +22%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$924K +$146K +5,946 +20%
PWMAG
63
Pinnacle Wealth Management Advisory Group
New Jersey
$889K +$162K +6,600 +24%
DADC
64
D.A. Davidson & Co
Montana
$868K – – –
PA
65
PFG Advisors
Arizona
$865K +$53.8K +2,196 +7%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$860K – – –
EVM
67
Eaton Vance Management
Massachusetts
$816K +$35.3K +1,440 +5%
CAN
68
Cetera Advisor Networks
California
$786K +$66.1K +2,700 +10%
LFAS
69
Level Four Advisory Services
Texas
$718K -$169K -6,882 -20%
BW
70
Bison Wealth
Georgia
$646K – – –
CCP
71
Cardan Capital Partners
Colorado
$644K – – –
Chevy Chase Trust
72
Chevy Chase Trust
Maryland
$643K – – –
Vanguard Group
73
Vanguard Group
Pennsylvania
$641K +$9.85K +402 +2%
Northern Trust
74
Northern Trust
Illinois
$621K – – –
WI
75
Wintrust Investments
Illinois
$615K -$588 -24 -0.1%
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.