Vanguard S&P 500 Growth ETF
VOOG
88 hedge funds and large institutions have $549M invested in Vanguard S&P 500 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 14 reducing their positions, and 1 closing their positions.
1,800% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 1
179% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 14
32% more capital invested
Capital invested by funds: $417M → $549M (+$132M)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
22% more funds holding
Funds holding: 72 → 88 (+16)
21.46% more ownership
Funds ownership: 209.21% → 230.67% (+21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$25.1M |
| 2 |
TF
Tompkins Financial
Ithaca,
New York
|
+$12.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$10.5M |
| 4 |
Morgan Stanley
New York
|
+$8M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$6.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$1.22M |
| 2 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
-$984K |
| 3 |
EFS
Essex Financial Services
Essex,
Connecticut
|
-$626K |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$454K |
| 5 |
SG Americas Securities
New York
|
-$232K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PB
76
Pinnacle Bancorp
Beatrice,
Nebraska
| $45K | +$43.7K | +2,280 | New |
|
77
JP Morgan Chase
New York
| $42K | +$6.1K | +318 | +18% |
|
|
CTC
78
Central Trust Company
Jefferson City,
Missouri
| $38K | – | – | – |
|
|
GT
79
Glenmede Trust
Philadelphia,
Pennsylvania
| $33K | – | – | – |
|
|
IWM
80
IHT Wealth Management
Chicago,
Illinois
| $30K | +$29.5K | +1,536 | New |
|
|
AWM
81
Avior Wealth Management
Omaha,
Nebraska
| $28K | -$27K | -1,410 | -50% |
|
|
GRP
82
Global Retirement Partners
San Rafael,
California
| $18K | -$454K | -23,646 | -96% |
|
|
GEA
83
Glen Eagle Advisors
Kingston,
New Jersey
| $17.7K | – | – | – |
|
84
Fifth Third Bancorp
Cincinnati,
Ohio
| $17K | -$69.1K | -3,600 | -81% |
|
|
SF
85
Synovus Financial
Columbus,
Georgia
| $11K | – | – | – |
|
|
AIM
86
Anchor Investment Management
Columbia,
South Carolina
| $4.13K | +$575 | +30 | +17% |
|
|
NFG
87
Next Financial Group
Houston,
Texas
| $2K | -$24.6K | -1,284 | -91% |
|
|
88
SG Americas Securities
New York
| – | -$232K | -12,732 | Closed |
|
|
MWM
89
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| – | +$230 | +12 | New |
|
VOOG Hedge Fund Activity: Q1 2017 in Review
88 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q1 2017, worth a combined $549M — up 32% from $417M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new VOOG positions and 1 closed out — a net gain of 18 holders — while 39 added to existing stakes and 14 trimmed.
The largest buyer was LPL Financial, adding an estimated $25.1M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $1.22M.
- 88 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q1 2017, up from 72 in Q4 2016.
- Funds reported $549M of Vanguard S&P 500 Growth ETF stock for Q1 2017, up 32% quarter-over-quarter.
- 19 funds opened new Vanguard S&P 500 Growth ETF positions in Q1 2017 and 1 closed out, a net change of +18 holders.
- The largest Vanguard S&P 500 Growth ETF buyer in Q1 2017 was LPL Financial, an estimated $25.1M added.
- The largest Vanguard S&P 500 Growth ETF seller in Q1 2017 was Manulife (Manufacturers Life Insurance), an estimated $1.22M sold.
Based on aggregated 13F filings for Q1 2017.