Vanguard S&P 500 Growth ETF
VOOG
126 hedge funds and large institutions have $626M invested in Vanguard S&P 500 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 38 increasing their positions, 34 reducing their positions, and 11 closing their positions.
109% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 11
12% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 34
10% more funds holding
Funds holding: 115 → 126 (+11)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
6% less capital invested
Capital invested by funds: $666M → $626M (-$40.2M)
22.3% less ownership
Funds ownership: 213.71% → 191.41% (-22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFS
Essex Financial Services
Essex,
Connecticut
|
+$8.7M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.65M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.51M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$2.44M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$35M |
| 2 |
LPL Financial
San Diego,
California
|
-$12.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$11.8M |
| 4 |
TF
Tompkins Financial
Ithaca,
New York
|
-$10.7M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.52M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KA
126
Kovack Advisors
Ft. Lauderdale,
Florida
| – | -$767K | -33,600 | Closed |
|
|
GLA
127
Great Lakes Advisors
Chicago,
Illinois
| – | -$549K | -24,036 | Closed |
|
128
SG Americas Securities
New York
| – | -$548K | -23,994 | Closed |
|
|
IH
129
IFC Holdings
Tampa,
Florida
| – | -$333K | -14,556 | Closed |
|
|
WS
130
Wedbush Securities
Los Angeles,
California
| – | -$207K | -9,048 | Closed |
|
|
FTS
131
Fifth Third Securities
Cincinnati,
Ohio
| – | -$204K | -8,952 | Closed |
|
|
KJWM
132
Kiley Juergens Wealth Management
Olympia,
Washington
| – | -$92K | -4,056 | Closed |
|
|
IWP
133
Icon Wealth Partners
Houston,
Texas
| – | -$51K | -2,220 | Closed |
|
|
APA
134
American Portfolios Advisors
Holbrook,
New York
| – | -$30K | -1,314 | Closed |
|
|
CFG
135
Citizens Financial Group
Providence,
Rhode Island
| – | -$10K | -450 | Closed |
|
|
VNA
136
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$1K | -30 | Closed |
|
VOOG Hedge Fund Activity: Q1 2018 in Review
126 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q1 2018, worth a combined $626M — down 6% from $666M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new VOOG positions and 11 closed out — a net gain of 12 holders — while 38 added to existing stakes and 34 trimmed.
The largest buyer was Essex Financial Services, adding an estimated $8.7M. The largest seller was Bank of America, cutting an estimated $35M.
- 126 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q1 2018, up from 115 in Q4 2017.
- Funds reported $626M of Vanguard S&P 500 Growth ETF stock for Q1 2018, down 6% quarter-over-quarter.
- 23 funds opened new Vanguard S&P 500 Growth ETF positions in Q1 2018 and 11 closed out, a net change of +12 holders.
- The largest Vanguard S&P 500 Growth ETF buyer in Q1 2018 was Essex Financial Services, an estimated $8.7M added.
- The largest Vanguard S&P 500 Growth ETF seller in Q1 2018 was Bank of America, an estimated $35M sold.
Based on aggregated 13F filings for Q1 2018.