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Vanguard S&P 500 Growth ETF

72 hedge funds and large institutions have $417M invested in Vanguard S&P 500 Growth ETF in 2016 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 10

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

19% more capital invested

Capital invested by funds: $349M → $417M (+$67.4M)

12.01% more ownership

Funds ownership: 197.2%209.21% (+12%)

11% more funds holding

Funds holding: 6572 (+7)

Holders
72
Holders Change
+7
Holders Change %
+10.77%
% of All Funds
1.8%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
14
Increased
32
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$91.5M +$15.5M +855,930 +21%
LPL Financial
2
LPL Financial
California
$70.4M +$18.7M +1,034,634 +37%
CWM
3
Connecticut Wealth Management
Connecticut
$42M +$122K +6,732 +0.3%
Wells Fargo
4
Wells Fargo
California
$41.6M +$9.71M +537,504 +31%
CCP
5
Corient Capital Partners
California
$36.9M +$2.44M +135,222 +7%
UBS Group
6
UBS Group
Switzerland
$27.3M +$2.27M +125,742 +9%
Morgan Stanley
7
Morgan Stanley
New York
$23.8M +$5.95M +329,508 +34%
TF
8
Tompkins Financial
New York
$9.51M +$9.44M +522,384 New
NPC
9
National Planning Corporation
California
$8.46M +$372K +20,586 +5%
GA
10
GFS Advisors
Texas
$8.15M
EFS
11
Essex Financial Services
Connecticut
$6.77M +$311K +17,214 +5%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$5.72M -$13.8K -762 -0.2%
AIA
13
Armor Investment Advisors
North Carolina
$3.73M +$3.7M +204,660 New
Ameriprise
14
Ameriprise
Minnesota
$3.34M +$1.95M +107,790 +142%
AG
15
Advisor Group
Arizona
$3.3M +$1.34M +74,268 +69%
SPC
16
Sigma Planning Corp
Michigan
$2.96M -$3.9K -216 -0.1%
PAG
17
Private Advisor Group
New Jersey
$2.67M +$259K +14,340 +11%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.58M +$367K +20,304 +17%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$2.02M +$965K +53,412 +92%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.01M +$1.57M +87,012 +370%
RJA
21
Raymond James & Associates
Florida
$1.83M +$214K +11,874 +13%
MFS
22
MSI Financial Services
Massachusetts
$1.63M +$543K +30,084 +51%
IWMPD
23
Integrated Wealth Management (Palm Desert)
California
$1.44M +$6.39K +354 +0.5%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.41M +$263K +14,580 +23%
UCFA
25
United Capital Financial Advisors
Texas
$1.15M +$1.14M +63,384 New

VOOG Hedge Fund Activity: Q4 2016 in Review

72 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q4 2016, worth a combined $417M — up 19% from $349M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VOOG positions and 6 closed out — a net gain of 8 holders — while 32 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $18.7M. The largest seller was Noven Financial Group, exiting entirely with an estimated $5.83M sold.

  • 72 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q4 2016, up from 65 in Q3 2016.
  • Funds reported $417M of Vanguard S&P 500 Growth ETF stock for Q4 2016, up 19% quarter-over-quarter.
  • 14 funds opened new Vanguard S&P 500 Growth ETF positions in Q4 2016 and 6 closed out, a net change of +8 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q4 2016 was LPL Financial, an estimated $18.7M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q4 2016 was Noven Financial Group, an estimated $5.83M sold.

Based on aggregated 13F filings for Q4 2016.