Vanguard S&P 500 Growth ETF
VOOG
155 hedge funds and large institutions have $650M invested in Vanguard S&P 500 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 48 increasing their positions, 44 reducing their positions, and 21 closing their positions.
48% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 21
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
6% more funds holding
Funds holding: 146 → 155 (+9)
9% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 44
16% less capital invested
Capital invested by funds: $770M → $650M (-$121M)
23.01% less ownership
Funds ownership: 212.69% → 189.68% (-23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Altium Wealth Management
Purchase,
New York
|
+$16.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.94M |
| 3 |
PIM
Parker Investment Management
Menlo Park,
California
|
+$5.56M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$5.24M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$55.9M |
| 2 |
Jane Street
New York
|
-$34.5M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$8.17M |
| 4 |
CCP
Corient Capital Partners
Newport Beach,
California
|
-$6.14M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$5.12M |
VOOG Hedge Fund Activity: Q4 2018 in Review
155 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q4 2018, worth a combined $650M — down 16% from $770M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new VOOG positions and 21 closed out — a net gain of 10 holders — while 48 added to existing stakes and 44 trimmed.
The largest buyer was Altium Wealth Management, adding an estimated $16.9M. The largest seller was Cornerstone Wealth Management, cutting an estimated $55.9M.
- 155 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q4 2018, up from 146 in Q3 2018.
- Funds reported $650M of Vanguard S&P 500 Growth ETF stock for Q4 2018, down 16% quarter-over-quarter.
- 31 funds opened new Vanguard S&P 500 Growth ETF positions in Q4 2018 and 21 closed out, a net change of +10 holders.
- The largest Vanguard S&P 500 Growth ETF buyer in Q4 2018 was Altium Wealth Management, an estimated $16.9M added.
- The largest Vanguard S&P 500 Growth ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $55.9M sold.
Based on aggregated 13F filings for Q4 2018.