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Vanguard S&P 500 Growth ETF

146 hedge funds and large institutions have $770M invested in Vanguard S&P 500 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

93% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 30

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

16% more capital invested

Capital invested by funds: $666M → $770M (+$104M)

10% more funds holding

Funds holding: 133146 (+13)

2.85% more ownership

Funds ownership: 209.85%212.69% (+2.8%)

Holders
146
Holders Change
+13
Holders Change %
+9.77%
% of All Funds
3.34%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
22
Increased
58
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
101
Creative Financial Designs
Indiana
$247K +$617 +24 +0.3%
MWP
102
MYCIO Wealth Partners
Pennsylvania
$239K +$617 +24 +0.3%
CFA
103
Cahill Financial Advisors
Minnesota
$239K +$232K +9,024 New
Cetera Investment Advisers
104
Cetera Investment Advisers
Illinois
$217K +$210K +8,166 New
IA
105
IFP Advisors
Florida
$212K +$9.56K +372 +5%
HIC
106
Holderness Investments Company
North Carolina
$206K +$200K +7,788 New
SBIA
107
Sheaff Brock Investment Advisors
Indiana
$206K +$200K +7,788 New
PA
108
Parallel Advisors
California
$180K +$30.7K +1,194 +21%
Fidelity Investments
109
Fidelity Investments
Massachusetts
$162K +$158K +6,138 New
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$150K +$83.9K +3,264 +136%
CCM
111
Cribstone Capital Management
Maine
$135K +$771 +30 +0.6%
BAM
112
Belpointe Asset Management
Nevada
$131K +$127K +4,932 New
BlackRock
113
BlackRock
New York
$129K -$10.5K -408 -8%
LWA
114
Lenox Wealth Advisors
New York
$111K
KJWM
115
Kiley Juergens Wealth Management
Washington
$107K
MFW
116
Mosaic Family Wealth
Missouri
$102K
CFGS
117
Concourse Financial Group Securities
Alabama
$101K +$97.3K +3,786 New
APP
118
Avantax Planning Partners
Iowa
$76K +$73.6K +2,862 New
NSIM
119
North Star Investment Management
Illinois
$66K +$154 +6 +0.2%
GEA
120
Glen Eagle Advisors
New Jersey
$63.5K
SPIA
121
Steward Partners Investment Advisory
New York
$60K +$58.6K +2,280 New
GWM
122
Geneos Wealth Management
Colorado
$57K +$1.08K +42 +2%
TFA
123
Toth Financial Advisory
Virginia
$56K
TDC
124
Thompson Davis & Co
Virginia
$48K
William Blair & Company
125
William Blair & Company
Illinois
$48K

VOOG Hedge Fund Activity: Q3 2018 in Review

146 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q3 2018, worth a combined $770M — up 16% from $666M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new VOOG positions and 9 closed out — a net gain of 13 holders — while 58 added to existing stakes and 30 trimmed.

The largest buyer was Jane Street, adding an estimated $30.6M. The largest seller was Cornerstone Wealth Management, cutting an estimated $20.2M.

  • 146 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q3 2018, up from 133 in Q2 2018.
  • Funds reported $770M of Vanguard S&P 500 Growth ETF stock for Q3 2018, up 16% quarter-over-quarter.
  • 22 funds opened new Vanguard S&P 500 Growth ETF positions in Q3 2018 and 9 closed out, a net change of +13 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q3 2018 was Jane Street, an estimated $30.6M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $20.2M sold.

Based on aggregated 13F filings for Q3 2018.