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Vanguard S&P 500 Growth ETF

115 hedge funds and large institutions have $666M invested in Vanguard S&P 500 Growth ETF in 2017 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 43 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 5

79% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 24

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

24% more funds holding

Funds holding: 93115 (+22)

16% more capital invested

Capital invested by funds: $573M → $666M (+$93.2M)

10.67% more ownership

Funds ownership: 203.04%213.71% (+11%)

Holders
115
Holders Change
+22
Holders Change %
+23.66%
% of All Funds
2.61%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
28
Increased
43
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
$150M +$13.6M +610,134 +10%
LPL Financial
2
LPL Financial
California
$99.5M +$1.66M +74,406 +2%
CCP
3
Corient Capital Partners
California
$55M +$2.16M +96,876 +4%
Morgan Stanley
4
Morgan Stanley
New York
$53.6M +$901K +40,308 +2%
CWM
5
Connecticut Wealth Management
Connecticut
$40.9M -$479K -21,426 -1%
Wells Fargo
6
Wells Fargo
California
$38.5M +$1.25M +55,932 +3%
UBS Group
7
UBS Group
Switzerland
$38.2M -$1.05M -47,016 -3%
TF
8
Tompkins Financial
New York
$26.9M -$204K -9,150 -0.8%
Ameriprise
9
Ameriprise
Minnesota
$16M +$1.3M +57,966 +9%
SCM
10
Stordahl Capital Management
Colorado
$13.7M +$13.4M +598,254 New
GA
11
GFS Advisors
Texas
$10.2M
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$7M -$1.85M -82,758 -21%
UCFA
13
United Capital Financial Advisors
Texas
$6.89M +$1.12M +49,962 +20%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$6.21M -$128K -5,736 -2%
JP Morgan Chase
15
JP Morgan Chase
New York
$6.09M +$5.93M +265,176 +14,732%
CG
16
Caprock Group
Idaho
$5.93M -$18.9K -846 -0.3%
AWM
17
Altium Wealth Management
New York
$5.46M +$5.34M +239,148 New
HSBC Holdings
18
HSBC Holdings
United Kingdom
$5.13M -$871K -39,000 -15%
AG
19
Advisor Group
Arizona
$4.79M -$164K -7,350 -3%
AIA
20
Armor Investment Advisors
North Carolina
$4.17M -$80.4K -3,600 -2%
SPC
21
Sigma Planning Corp
Michigan
$3.93M +$195K +8,748 +5%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$3.84M +$49.5K +2,214 +1%
NWS
23
Newport Wealth Strategies
California
$3.42M +$3.13M +139,914 New
Jane Street
24
Jane Street
New York
$3.39M +$3.32M +148,392 New
GA
25
Gateway Advisory
New Jersey
$3.38M +$133K +5,964 +4%

VOOG Hedge Fund Activity: Q4 2017 in Review

115 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q4 2017, worth a combined $666M — up 16% from $573M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new VOOG positions and 5 closed out — a net gain of 23 holders — while 43 added to existing stakes and 24 trimmed.

The largest buyer was Bank of America, adding an estimated $13.6M. The largest seller was Cetera Advisors, exiting entirely with an estimated $2.19M sold.

  • 115 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q4 2017, up from 93 in Q3 2017.
  • Funds reported $666M of Vanguard S&P 500 Growth ETF stock for Q4 2017, up 16% quarter-over-quarter.
  • 28 funds opened new Vanguard S&P 500 Growth ETF positions in Q4 2017 and 5 closed out, a net change of +23 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q4 2017 was Bank of America, an estimated $13.6M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q4 2017 was Cetera Advisors, an estimated $2.19M sold.

Based on aggregated 13F filings for Q4 2017.