We are live on ! Find out more
VOOG icon

Vanguard S&P 500 Growth ETF

57 hedge funds and large institutions have $236M invested in Vanguard S&P 500 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

37% more capital invested

Capital invested by funds: $173M → $236M (+$63.2M)

27.21% more ownership

Funds ownership: 147.78%174.99% (+27%)

16% more funds holding

Funds holding: 4957 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
57
Holders Change
+8
Holders Change %
+16.33%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
21
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$75.9M +$56.9M +3,463,332 +371%
Bank of America
2
Bank of America
North Carolina
$53.1M +$2.23M +135,414 +5%
Wells Fargo
3
Wells Fargo
California
$22.8M +$6.38M +388,128 +42%
UBS Group
4
UBS Group
Switzerland
$18.1M +$2.24M +135,972 +15%
Morgan Stanley
5
Morgan Stanley
New York
$13.5M +$1.08M +65,478 +9%
NPC
6
National Planning Corporation
California
$6.72M +$290K +17,616 +5%
NFG
7
Noven Financial Group
Colorado
$5.82M +$135K +8,226 +3%
SVCP
8
Silicon Valley Capital Partners
California
$5.34M +$5.07M +308,382 New
EFS
9
Essex Financial Services
Connecticut
$4.1M +$410K +24,918 +12%
Jane Street
10
Jane Street
New York
$3.5M +$242K +14,742 +8%
HSBC Holdings
11
HSBC Holdings
United Kingdom
$3.4M +$3.23M +196,326 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.31M -$400K -24,324 -11%
Ameriprise
13
Ameriprise
Minnesota
$2.25M +$1.49M +90,930 +235%
PAG
14
Private Advisor Group
New Jersey
$2.05M -$250K -15,210 -11%
AIG
15
American International Group
New York
$1.79M -$1.27M -77,220 -43%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.59M +$272K +16,536 +22%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.09M -$21.8K -1,326 -2%
Vanguard Group
18
Vanguard Group
Pennsylvania
$952K -$152K -9,228 -14%
SPC
19
Sigma Planning Corp
Michigan
$854K +$810K +49,266 New
US Bancorp
20
US Bancorp
Minnesota
$840K +$6.8K +414 +0.9%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$788K
HNB
22
Huntington National Bank
Ohio
$729K
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$693K +$657K +39,990 New
MFS
24
MSI Financial Services
Massachusetts
$622K +$255K +15,534 +76%
WPP
25
Whalerock Point Partners
Rhode Island
$608K +$56.7K +3,450 +11%

VOOG Hedge Fund Activity: Q1 2016 in Review

57 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q1 2016, worth a combined $236M — up 37% from $173M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new VOOG positions and 7 closed out — a net gain of 8 holders — while 21 added to existing stakes and 11 trimmed.

The largest buyer was LPL Financial, adding an estimated $56.9M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $11.3M sold.

  • 57 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q1 2016, up from 49 in Q4 2015.
  • Funds reported $236M of Vanguard S&P 500 Growth ETF stock for Q1 2016, up 37% quarter-over-quarter.
  • 15 funds opened new Vanguard S&P 500 Growth ETF positions in Q1 2016 and 7 closed out, a net change of +8 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q1 2016 was LPL Financial, an estimated $56.9M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q1 2016 was Janney Montgomery Scott, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2016.