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Vanguard S&P 500 Growth ETF

187 hedge funds and large institutions have $954M invested in Vanguard S&P 500 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 54 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 54

4% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 25

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

2% less funds holding

Funds holding: 190187 (-3)

16% less capital invested

Capital invested by funds: $1.14B → $954M (-$182M)

19.33% less ownership

Funds ownership: 217.66%198.32% (-19%)

Holders
187
Holders Change
-3
Holders Change %
-1.58%
% of All Funds
4.12%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
26
Increased
67
Reduced
54
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
51
JP Morgan Private Wealth Advisors
California
$1.6M +$1.23M +43,188 +201%
Truist Financial
52
Truist Financial
North Carolina
$1.58M -$2.92M -102,738 -62%
Stifel Financial
53
Stifel Financial
Missouri
$1.48M +$470K +16,542 +38%
Prudential Financial
54
Prudential Financial
New Jersey
$1.43M +$869K +30,594 +114%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$1.42M -$492K -17,322 -23%
OIA
56
OneDigital Investment Advisors
Kansas
$1.39M +$948K +33,390 +158%
AF
57
Advisornet Financial
Minnesota
$1.34M +$134K +4,722 +10%
HF
58
Halpern Financial
Virginia
$1.28M -$323K -11,388 -18%
MMA
59
Miracle Mile Advisors
California
$1.28M
NWS
60
Newport Wealth Strategies
California
$1.27M -$282K -9,930 -18%
VAM
61
Verity Asset Management
North Carolina
$1.18M +$1.35M +47,574 New
RJFSA
62
Raymond James Financial Services Advisors
Florida
$1.12M +$22.5K +792 +2%
RFM
63
Royal Fund Management
Florida
$1.11M -$91.5K -3,222 -7%
Betterment LLC
64
Betterment LLC
New York
$1.06M +$665K +23,406 +120%
PAS
65
Partnervest Advisory Services
California
$1.03M -$323K -11,376 -21%
Franklin Resources
66
Franklin Resources
California
$1.02M +$1.17M +41,208 New
PCG
67
Private Capital Group
Connecticut
$988K -$43.8K -1,542 -4%
US Bancorp
68
US Bancorp
Minnesota
$972K -$4.26K -150 -0.4%
DADC
69
D.A. Davidson & Co
Montana
$957K
TI
70
Trexquant Investment
Connecticut
$941K +$831K +29,268 +338%
RRC
71
Relaxing Retirement Coach
Massachusetts
$905K
TRCT
72
Tower Research Capital (TRC)
New York
$900K +$242K +8,532 +31%
LWAC
73
Laurel Wealth Advisors (California)
California
$881K -$88.3K -3,108 -8%
PA
74
Pinnacle Associates
New York
$874K +$89.5K +3,150 +10%
CFGS
75
Concourse Financial Group Securities
Alabama
$864K +$855K +30,102 +637%

VOOG Hedge Fund Activity: Q1 2020 in Review

187 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q1 2020, worth a combined $954M — down 16% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new VOOG positions and 25 closed out — a net gain of 1 holder — while 67 added to existing stakes and 54 trimmed.

The largest buyer was UBS Group, adding an estimated $10.4M. The largest seller was Connecticut Wealth Management, cutting an estimated $18.5M.

  • 187 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q1 2020, down from 190 in Q4 2019.
  • Funds reported $954M of Vanguard S&P 500 Growth ETF stock for Q1 2020, down 16% quarter-over-quarter.
  • 26 funds opened new Vanguard S&P 500 Growth ETF positions in Q1 2020 and 25 closed out, a net change of +1 holder.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q1 2020 was UBS Group, an estimated $10.4M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q1 2020 was Connecticut Wealth Management, an estimated $18.5M sold.

Based on aggregated 13F filings for Q1 2020.