Vanguard S&P 500 Growth ETF
VOOG
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.
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: 5 → 6 (+1)
16% more capital invested
Capital invested by funds: $666M → $770M (+$104M)
10% more funds holding
Funds holding: 133 → 146 (+13)
2.85% more ownership
Funds ownership: 209.85% → 212.69% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$30.6M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$8.59M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.04M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.72M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$20.2M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$4.76M |
| 3 |
LPL Financial
San Diego,
California
|
-$3.27M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$3.15M |
| 5 |
Morgan Stanley
New York
|
-$2.84M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFS
151
TrustCore Financial Services
Brentwood,
Tennessee
| – | -$66K | -2,700 | Closed |
|
|
IWP
152
Icon Wealth Partners
Houston,
Texas
| – | -$54K | -2,220 | Closed |
|
153
SEI Investments
Oaks,
Pennsylvania
| – | -$30K | -1,218 | Closed |
|
|
TL
154
TrueWealth LLC
Atlanta,
Georgia
| – | -$12K | -480 | Closed |
|
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.