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Vanguard S&P 500 Growth ETF
VOOG

90 hedge funds and large institutions have $576M invested in Vanguard S&P 500 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

38% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 24

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

2% more funds holding

Funds holding: 88 → 90 (+2)

5% more capital invested

Capital invested by funds: $549M → $576M (+$27.2M)

12.43% less ownership

Funds ownership: 230.67% → 218.25% (-12%)

Holders
90
Holders Change
+2
Holders Change %
+2.27%
% of All Funds
2.24%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
9
Increased
33
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$7.92M
2
CG
Caprock Group
Idaho
+$5.04M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.8M
4
Bank of America
Bank of America
North Carolina
+$3.14M
5
UBS Group
UBS Group
Switzerland
+$2.86M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$6.68M
2
MML Investors Services
MML Investors Services
Massachusetts
-$5.23M
3
CWM
Connecticut Wealth Management
Connecticut
-$4.77M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.08M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$2.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
76
Cribstone Capital Management
Maine
$92K – – –
IA
77
IFP Advisors
Florida
$90K +$4.26K +210 +5%
NSIM
78
North Star Investment Management
Illinois
$50K – – –
CTC
79
Central Trust Company
Missouri
$40K – – –
JP Morgan Chase
80
JP Morgan Chase
New York
$37K -$6.45K -318 -15%
GT
81
Glenmede Trust
Pennsylvania
$33K – – –
AWM
82
Avior Wealth Management
Nebraska
$29K – – –
GEA
83
Glen Eagle Advisors
New Jersey
$18.4K – – –
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$18K – – –
GWM
85
Geneos Wealth Management
Colorado
$11K +$10.9K +540 New
SEI Investments
86
SEI Investments
Pennsylvania
$9K +$8.52K +420 New
BTIS
87
BB&T Investment Services
North Carolina
$7K +$7.3K +360 New
AIM
88
Anchor Investment Management
South Carolina
$4.3K – – –
NFG
89
Next Financial Group
Texas
$2K – – –
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
– -$4.08M -207,114 Closed
SI
91
SII Investments
Wisconsin
– -$239K -12,036 Closed
ICOA
92
Investment Centers of America
North Dakota
– -$230K -11,688 Closed
IWM
93
IHT Wealth Management
Illinois
– -$30K -1,536 Closed
SF
94
Synovus Financial
Georgia
– -$11K -552 Closed
1 2 3
4

VOOG Hedge Fund Activity: Q2 2017 in Review

90 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q2 2017, worth a combined $576M — up 4.9% from $549M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new VOOG positions and 5 closed out — a net gain of 4 holders — while 33 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.92M. The largest seller was Wells Fargo, cutting an estimated $6.68M.

  • 90 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q2 2017, up from 88 in Q1 2017.
  • Funds reported $576M of Vanguard S&P 500 Growth ETF stock for Q2 2017, up 4.9% quarter-over-quarter.
  • 9 funds opened new Vanguard S&P 500 Growth ETF positions in Q2 2017 and 5 closed out, a net change of +4 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q2 2017 was Morgan Stanley, an estimated $7.92M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q2 2017 was Wells Fargo, an estimated $6.68M sold.

Based on aggregated 13F filings for Q2 2017.