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Vanguard S&P 500 Growth ETF

88 hedge funds and large institutions have $549M invested in Vanguard S&P 500 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 14 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,800% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 1

179% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 14

32% more capital invested

Capital invested by funds: $417M → $549M (+$132M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

22% more funds holding

Funds holding: 7288 (+16)

21.46% more ownership

Funds ownership: 209.21%230.67% (+21%)

Holders
88
Holders Change
+16
Holders Change %
+22.22%
% of All Funds
2.19%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
19
Increased
39
Reduced
14
Closed
1
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
$110M +$10.5M +545,280 +11%
LPL Financial
2
LPL Financial
California
$101M +$25.1M +1,309,782 +34%
Wells Fargo
3
Wells Fargo
California
$49.6M +$4.47M +233,142 +10%
CWM
4
Connecticut Wealth Management
Connecticut
$43.4M -$984K -51,282 -2%
CCP
5
Corient Capital Partners
California
$42.4M +$2.37M +123,480 +6%
Morgan Stanley
6
Morgan Stanley
New York
$34M +$8M +417,078 +32%
UBS Group
7
UBS Group
Switzerland
$31.7M +$2.02M +105,438 +7%
TF
8
Tompkins Financial
New York
$23.5M +$12.9M +671,622 +129%
NPC
9
National Planning Corporation
California
$9.11M +$259K +13,482 +3%
GA
10
GFS Advisors
Texas
$8.81M
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$8.44M +$2.2M +114,600 +36%
EFS
12
Essex Financial Services
Connecticut
$6.68M -$626K -32,616 -9%
MML Investors Services
13
MML Investors Services
Massachusetts
$6.48M +$6.24M +325,416 New
HSBC Holdings
14
HSBC Holdings
United Kingdom
$5.19M +$5.06M +263,526 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$4.08M +$3.97M +207,114 New
AIA
16
Armor Investment Advisors
North Carolina
$3.91M -$115K -6,000 -3%
Ameriprise
17
Ameriprise
Minnesota
$3.88M +$253K +13,200 +7%
AG
18
Advisor Group
Arizona
$3.73M +$153K +7,980 +4%
UCFA
19
United Capital Financial Advisors
Texas
$3.34M +$2.04M +106,176 +168%
SPC
20
Sigma Planning Corp
Michigan
$3.17M -$30.6K -1,596 -1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$3.13M +$327K +17,028 +12%
PAG
22
Private Advisor Group
New Jersey
$2.98M +$156K +8,124 +6%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$2.69M +$492K +25,644 +23%
Jane Street
24
Jane Street
New York
$2.52M +$2.46M +128,166 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.22M +$43.3K +2,256 +2%

VOOG Hedge Fund Activity: Q1 2017 in Review

88 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q1 2017, worth a combined $549M — up 32% from $417M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new VOOG positions and 1 closed out — a net gain of 18 holders — while 39 added to existing stakes and 14 trimmed.

The largest buyer was LPL Financial, adding an estimated $25.1M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $1.22M.

  • 88 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q1 2017, up from 72 in Q4 2016.
  • Funds reported $549M of Vanguard S&P 500 Growth ETF stock for Q1 2017, up 32% quarter-over-quarter.
  • 19 funds opened new Vanguard S&P 500 Growth ETF positions in Q1 2017 and 1 closed out, a net change of +18 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q1 2017 was LPL Financial, an estimated $25.1M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q1 2017 was Manulife (Manufacturers Life Insurance), an estimated $1.22M sold.

Based on aggregated 13F filings for Q1 2017.