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Vanguard S&P 500 Growth ETF

165 hedge funds and large institutions have $764M invested in Vanguard S&P 500 Growth ETF in 2019 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

35% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 40

18% more capital invested

Capital invested by funds: $650M → $764M (+$114M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

6% more funds holding

Funds holding: 155165 (+10)

1.65% less ownership

Funds ownership: 189.68%188.03% (-1.6%)

Holders
165
Holders Change
+10
Holders Change %
+6.45%
% of All Funds
3.57%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.17%
New
22
Increased
54
Reduced
40
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$146K
IA
127
IFP Advisors
Florida
$137K -$7.35K -300 -5%
CCM
128
Cribstone Capital Management
Maine
$133K +$882 +36 +0.7%
CFGS
129
Concourse Financial Group Securities
Alabama
$131K -$93.9K -3,834 -43%
BAM
130
Belpointe Asset Management
Nevada
$124K +$118K +4,812 New
BlackRock
131
BlackRock
New York
$112K
LWA
132
Lenox Wealth Advisors
New York
$108K
MFW
133
Mosaic Family Wealth
Missouri
$108K
RIA
134
Realta Investment Advisors
Delaware
$83K +$79.4K +3,240 New
NSIM
135
North Star Investment Management
Illinois
$64K +$147 +6 +0.2%
GEA
136
Glen Eagle Advisors
New Jersey
$61.9K
GWM
137
Geneos Wealth Management
Colorado
$59K +$1.32K +54 +2%
PB
138
Pinnacle Bancorp
Nebraska
$58K -$1.03K -42 -2%
IWP
139
Icon Wealth Partners
Texas
$57K +$54.4K +2,220 New
TFA
140
Toth Financial Advisory
Virginia
$55K
William Blair & Company
141
William Blair & Company
Illinois
$46K
AWM
142
Avior Wealth Management
Nebraska
$36K
TFGT
143
TS Financial Group (TSFG)
Illinois
$34K +$32.3K +1,320 New
S
144
SignatureFD
Georgia
$31K
CCM
145
Covington Capital Management
California
$30K
WAP
146
Wealthcare Advisory Partners
Pennsylvania
$30K +$3.82K +156 +15%
FHA
147
Flagship Harbor Advisors
Massachusetts
$27K +$147 +6 +0.6%
PMFA
148
Plante Moran Financial Advisors
Michigan
$24K +$7.2K +294 +46%
1NWS
149
1 North Wealth Services
Maryland
$15K
MSFP
150
Mark Sheptoff Financial Planning
Connecticut
$15K

VOOG Hedge Fund Activity: Q1 2019 in Review

165 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q1 2019, worth a combined $764M — up 18% from $650M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new VOOG positions and 12 closed out — a net gain of 10 holders — while 54 added to existing stakes and 40 trimmed.

The largest buyer was Biltmore Capital Advisors, opening a new position worth an estimated $23.3M. The largest seller was GFS Advisors, exiting entirely with an estimated $10.1M sold.

  • 165 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q1 2019, up from 155 in Q4 2018.
  • Funds reported $764M of Vanguard S&P 500 Growth ETF stock for Q1 2019, up 18% quarter-over-quarter.
  • 22 funds opened new Vanguard S&P 500 Growth ETF positions in Q1 2019 and 12 closed out, a net change of +10 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q1 2019 was Biltmore Capital Advisors, an estimated $23.3M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q1 2019 was GFS Advisors, an estimated $10.1M sold.

Based on aggregated 13F filings for Q1 2019.