We are live on ! Find out more
VOOG icon

Vanguard S&P 500 Growth ETF
VOOG

93 hedge funds and large institutions have $573M invested in Vanguard S&P 500 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 23 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

52% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 23

3% more funds holding

Funds holding: 90 → 93 (+3)

1% less capital invested

Capital invested by funds: $576M → $573M (-$3.83M)

15.2% less ownership

Funds ownership: 218.25% → 203.04% (-15%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
93
Holders Change
+3
Holders Change %
+3.33%
% of All Funds
2.32%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
9
Increased
35
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$8.86M
2
Bank of America
Bank of America
North Carolina
+$5.04M
3
Morgan Stanley
Morgan Stanley
New York
+$3.99M
4
CCP
Corient Capital Partners
California
+$1.98M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.86M

Top Sellers

1
LPL Financial
LPL Financial
California
-$20.5M
2
Wells Fargo
Wells Fargo
California
-$11.8M
3
NPC
National Planning Corporation
California
-$9.62M
4
EFS
Essex Financial Services
Connecticut
-$6.24M
5
CWM
Connecticut Wealth Management
Connecticut
-$4.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
76
Global Retirement Partners
California
$124K – – –
CCM
77
Cribstone Capital Management
Maine
$107K +$9.99K +474 +11%
IA
78
IFP Advisors
Florida
$83K -$10.7K -510 -12%
GEA
79
Glen Eagle Advisors
New Jersey
$57.9K +$37.9K +1,800 +200%
NSIM
80
North Star Investment Management
Illinois
$52K +$126 +6 +0.2%
CTC
81
Central Trust Company
Missouri
$42K – – –
TDC
82
Thompson Davis & Co
Virginia
$39K +$37.9K +1,800 New
IWM
83
IHT Wealth Management
Illinois
$39K +$38.2K +1,812 New
JP Morgan Chase
84
JP Morgan Chase
New York
$38K – – –
GT
85
Glenmede Trust
Pennsylvania
$36K – – –
AWM
86
Avior Wealth Management
Nebraska
$30K – – –
CCM
87
Covington Capital Management
California
$25K +$24.5K +1,164 New
SFSIG
88
San Francisco Sentry Investment Group
California
$21K +$20.2K +960 New
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$19K – – –
SEI Investments
90
SEI Investments
Pennsylvania
$17K +$7.96K +378 +90%
BTIS
91
BB&T Investment Services
North Carolina
$8K – – –
AIM
92
Anchor Investment Management
South Carolina
$4.5K – – –
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
– -$1.29M -63,084 Closed
Jane Street
94
Jane Street
New York
– -$657K -32,112 Closed
TRCT
95
Tower Research Capital (TRC)
New York
– -$300K -14,646 Closed
GWM
96
Geneos Wealth Management
Colorado
– -$11K -540 Closed
NFG
97
Next Financial Group
Texas
– -$2K -120 Closed
1 2 3
4

VOOG Hedge Fund Activity: Q3 2017 in Review

93 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q3 2017, worth a combined $573M — down 0.67% from $576M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new VOOG positions and 5 closed out — a net gain of 4 holders — while 35 added to existing stakes and 23 trimmed.

The largest buyer was Ameriprise, adding an estimated $8.86M. The largest seller was LPL Financial, cutting an estimated $20.5M.

  • 93 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q3 2017, up from 90 in Q2 2017.
  • Funds reported $573M of Vanguard S&P 500 Growth ETF stock for Q3 2017, down 0.67% quarter-over-quarter.
  • 9 funds opened new Vanguard S&P 500 Growth ETF positions in Q3 2017 and 5 closed out, a net change of +4 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q3 2017 was Ameriprise, an estimated $8.86M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q3 2017 was LPL Financial, an estimated $20.5M sold.

Based on aggregated 13F filings for Q3 2017.