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Vanguard S&P 500 Growth ETF

90 hedge funds and large institutions have $576M invested in Vanguard S&P 500 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

38% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 24

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

2% more funds holding

Funds holding: 8890 (+2)

5% more capital invested

Capital invested by funds: $549M → $576M (+$27.2M)

12.43% less ownership

Funds ownership: 230.67%218.25% (-12%)

Holders
90
Holders Change
+2
Holders Change %
+2.27%
% of All Funds
2.24%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
9
Increased
33
Reduced
24
Closed
5
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
$117M +$3.14M +154,824 +3%
LPL Financial
2
LPL Financial
California
$108M +$2.13M +104,940 +2%
CCP
3
Corient Capital Partners
California
$45.4M +$1.33M +65,814 +3%
Wells Fargo
4
Wells Fargo
California
$44.8M -$6.68M -329,460 -13%
Morgan Stanley
5
Morgan Stanley
New York
$43.3M +$7.92M +390,504 +23%
CWM
6
Connecticut Wealth Management
Connecticut
$40.6M -$4.77M -235,398 -11%
UBS Group
7
UBS Group
Switzerland
$35.8M +$2.86M +141,024 +9%
TF
8
Tompkins Financial
New York
$24.3M -$176K -8,670 -0.7%
NPC
9
National Planning Corporation
California
$9.65M +$176K +8,694 +2%
GA
10
GFS Advisors
Texas
$9.16M
EFS
11
Essex Financial Services
Connecticut
$7.07M +$125K +6,186 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.16M +$4.8M +236,562 +366%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$5.84M -$2.91M -143,508 -33%
HSBC Holdings
14
HSBC Holdings
United Kingdom
$5.39M
CG
15
Caprock Group
Idaho
$5.11M +$5.04M +248,442 New
Ameriprise
16
Ameriprise
Minnesota
$4.52M +$480K +23,694 +12%
UCFA
17
United Capital Financial Advisors
Texas
$4.37M +$893K +44,028 +26%
AG
18
Advisor Group
Arizona
$4.17M +$300K +14,814 +8%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$3.96M +$1.15M +56,742 +41%
AIA
20
Armor Investment Advisors
North Carolina
$3.81M -$255K -12,600 -6%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$3.7M +$446K +21,996 +14%
SPC
22
Sigma Planning Corp
Michigan
$3.33M +$40.1K +1,980 +1%
PAG
23
Private Advisor Group
New Jersey
$3.32M +$194K +9,588 +6%
GA
24
Gateway Advisory
New Jersey
$2.78M +$542K +26,724 +24%
RJA
25
Raymond James & Associates
Florida
$2.21M +$38.4K +1,896 +2%

VOOG Hedge Fund Activity: Q2 2017 in Review

90 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q2 2017, worth a combined $576M — up 4.9% from $549M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new VOOG positions and 5 closed out — a net gain of 4 holders — while 33 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.92M. The largest seller was Wells Fargo, cutting an estimated $6.68M.

  • 90 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q2 2017, up from 88 in Q1 2017.
  • Funds reported $576M of Vanguard S&P 500 Growth ETF stock for Q2 2017, up 4.9% quarter-over-quarter.
  • 9 funds opened new Vanguard S&P 500 Growth ETF positions in Q2 2017 and 5 closed out, a net change of +4 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q2 2017 was Morgan Stanley, an estimated $7.92M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q2 2017 was Wells Fargo, an estimated $6.68M sold.

Based on aggregated 13F filings for Q2 2017.