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Vanguard S&P 500 Growth ETF

190 hedge funds and large institutions have $1.14B invested in Vanguard S&P 500 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 64 increasing their positions, 46 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

338% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 8

39% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 46

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

21% more capital invested

Capital invested by funds: $938M → $1.14B (+$198M)

15% more funds holding

Funds holding: 165190 (+25)

14.45% more ownership

Funds ownership: 203.21%217.66% (+14%)

Holders
190
Holders Change
+25
Holders Change %
+15.15%
% of All Funds
3.74%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
35
Increased
64
Reduced
46
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BL
176
Balentine LLC
Georgia
$10K
AIM
177
Anchor Investment Management
South Carolina
$9.59K
HFM
178
Hartford Financial Management
Connecticut
$9K
GRP
179
Global Retirement Partners
California
$6K
APA
180
American Portfolios Advisors
New York
$4.71K
AP
181
Atwood & Palmer
Missouri
$4K
APC
182
Aspire Private Capital
North Carolina
$3K
AWM
183
Aberdeen Wealth Management
Illinois
$3K +$2.5K +90 New
SAM
184
S.A. Mason
Michigan
$3K +$2.5K +90 New
FRA
185
Front Row Advisors
California
$2K
OIA
186
Optimum Investment Advisors
Illinois
$2K
AIC
187
Ayalon Insurance Company
Israel
$1K +$667 +24 New
DTIM
188
Danda Trouve Investment Management
Kansas
$1K +$667 +24 New
WFMPM
189
Woodley Farra Manion Portfolio Management
Indiana
$1K +$667 +24 New
FDCDDQ
190
Federation des caisses Desjardins du Quebec
Quebec, Canada
$698
LS
191
Leelyn Smith
Illinois
$30 +$29K +1,044 New
Jane Street
192
Jane Street
New York
-$5.28M -195,810 Closed
CFD
193
Creative Financial Designs
Indiana
-$249K -9,492 Closed
MA
194
Mutual Advisors
Nebraska
-$223K -8,262 Closed
OC
195
Oppenheimer & Co
New York
-$205K -7,590 Closed
CCM
196
Cribstone Capital Management
Maine
-$121K -4,500 Closed
VFA
197
Valeo Financial Advisors
Indiana
-$29K -1,092 Closed
SWP
198
Strategic Wealth Partners
Ohio
-$12 -474 Closed
GSWM
199
Golden State Wealth Management
California
-$8K -306 Closed

VOOG Hedge Fund Activity: Q4 2019 in Review

190 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q4 2019, worth a combined $1.14B — up 21% from $938M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new VOOG positions and 8 closed out — a net gain of 27 holders — while 64 added to existing stakes and 46 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $94.5M. The largest seller was Jane Street, exiting entirely with an estimated $5.28M sold.

  • 190 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q4 2019, up from 165 in Q3 2019.
  • Funds reported $1.14B of Vanguard S&P 500 Growth ETF stock for Q4 2019, up 21% quarter-over-quarter.
  • 35 funds opened new Vanguard S&P 500 Growth ETF positions in Q4 2019 and 8 closed out, a net change of +27 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q4 2019 was JP Morgan Chase, an estimated $94.5M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q4 2019 was Jane Street, an estimated $5.28M sold.

Based on aggregated 13F filings for Q4 2019.