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Vanguard S&P 500 Growth ETF

115 hedge funds and large institutions have $666M invested in Vanguard S&P 500 Growth ETF in 2017 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 43 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 5

79% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 24

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

24% more funds holding

Funds holding: 93115 (+22)

16% more capital invested

Capital invested by funds: $573M → $666M (+$93.2M)

10.67% more ownership

Funds ownership: 203.04%213.71% (+11%)

Holders
115
Holders Change
+22
Holders Change %
+23.66%
% of All Funds
2.61%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
28
Increased
43
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
AE Wealth Management
Kansas
$281K +$21.5K +960 +8%
Citigroup
77
Citigroup
New York
$280K -$5.36K -240 -2%
CIC
78
Carnegie Investment Counsel
Ohio
$267K
WPP
79
Whalerock Point Partners
Rhode Island
$263K
SAM
80
Smithbridge Asset Management
Pennsylvania
$262K +$16.8K +750 +7%
SWP
81
Stratos Wealth Partners
Ohio
$259K -$47.1K -2,106 -16%
GRP
82
Global Retirement Partners
California
$255K +$121K +5,394 +93%
CB
83
Chemical Bank
Michigan
$231K +$226K +10,092 New
SVCP
84
Silicon Valley Capital Partners
California
$230K +$1.74K +78 +0.8%
WS
85
Wedbush Securities
California
$207K +$202K +9,048 New
FTS
86
Fifth Third Securities
Ohio
$204K +$200K +8,952 New
BlackRock
87
BlackRock
New York
$195K
OPWM
88
Oak Point Wealth Management
Michigan
$178K +$172K +7,716 New
PA
89
Parallel Advisors
California
$128K
CCM
90
Cribstone Capital Management
Maine
$114K +$670 +30 +0.6%
IA
91
IFP Advisors
Florida
$109K +$20.1K +900 +23%
CIBC Private Wealth Group
92
CIBC Private Wealth Group
Georgia
$100K +$97.7K +4,374 New
IWM
93
IHT Wealth Management
Illinois
$99K +$53.4K +2,388 +132%
MFW
94
Mosaic Family Wealth
Missouri
$96K +$93.7K +4,194 New
LWA
95
Lenox Wealth Advisors
New York
$96K +$93.9K +4,200 New
KJWM
96
Kiley Juergens Wealth Management
Washington
$92K +$90.6K +4,056 New
NSIM
97
North Star Investment Management
Illinois
$56K +$402 +18 +0.7%
GEA
98
Glen Eagle Advisors
New Jersey
$54.8K -$6.7K -300 -11%
IWP
99
Icon Wealth Partners
Texas
$51K +$49.6K +2,220 New
CTC
100
Central Trust Company
Missouri
$45K

VOOG Hedge Fund Activity: Q4 2017 in Review

115 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q4 2017, worth a combined $666M — up 16% from $573M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new VOOG positions and 5 closed out — a net gain of 23 holders — while 43 added to existing stakes and 24 trimmed.

The largest buyer was Bank of America, adding an estimated $13.6M. The largest seller was Cetera Advisors, exiting entirely with an estimated $2.19M sold.

  • 115 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q4 2017, up from 93 in Q3 2017.
  • Funds reported $666M of Vanguard S&P 500 Growth ETF stock for Q4 2017, up 16% quarter-over-quarter.
  • 28 funds opened new Vanguard S&P 500 Growth ETF positions in Q4 2017 and 5 closed out, a net change of +23 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q4 2017 was Bank of America, an estimated $13.6M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q4 2017 was Cetera Advisors, an estimated $2.19M sold.

Based on aggregated 13F filings for Q4 2017.