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Vanguard S&P 500 Growth ETF

165 hedge funds and large institutions have $945M invested in Vanguard S&P 500 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 51 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

24% more capital invested

Capital invested by funds: $764M → $945M (+$181M)

20.49% more ownership

Funds ownership: 188.03%208.52% (+20%)

4% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 51

0% more funds holding

Funds holding: 165165 (0)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
165
Holders Change
Holders Change %
0%
% of All Funds
3.58%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
12
Increased
53
Reduced
51
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$143M +$130M +4,936,590 +1,211%
Bank of America
2
Bank of America
North Carolina
$137M -$1.72M -65,340 -1%
LPL Financial
3
LPL Financial
California
$90.2M -$1.06M -40,338 -1%
Morgan Stanley
4
Morgan Stanley
New York
$61M +$703K +26,700 +1%
UBS Group
5
UBS Group
Switzerland
$57.8M -$108K -4,116 -0.2%
CCP
6
Corient Capital Partners
California
$48.8M -$3.44M -130,746 -7%
CWM
7
Connecticut Wealth Management
Connecticut
$45.2M -$219K -8,304 -0.5%
Wells Fargo
8
Wells Fargo
California
$33.4M -$83.9K -3,186 -0.3%
BCA
9
Biltmore Capital Advisors
New Jersey
$25.6M +$115K +4,368 +0.5%
AWM
10
Altium Wealth Management
New York
$24.8M -$227K -8,628 -0.9%
Ameriprise
11
Ameriprise
Minnesota
$18.1M +$1.91M +72,630 +12%
SCM
12
Stordahl Capital Management
Colorado
$17.5M +$396K +15,024 +2%
TF
13
Tompkins Financial
New York
$16.8M -$500K -18,990 -3%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$15.6M -$85.5K -3,246 -0.6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$15.5M +$2.77M +105,240 +22%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$11.8M +$840K +31,914 +8%
MML Investors Services
17
MML Investors Services
Massachusetts
$9.9M +$4.07M +154,746 +72%
AWM
18
AE Wealth Management
Kansas
$9M +$5.65M +214,704 +178%
SS
19
Simplicity Solutions
Minnesota
$8.61M +$5.6M +212,844 +198%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$6.43M -$486K -18,474 -7%
AG
21
Advisor Group
Arizona
$6.27M +$1.3M +49,566 +27%
CG
22
Caprock Group
Idaho
$6.21M -$71.7K -2,724 -1%
PIM
23
Parker Investment Management
California
$6.17M
PAG
24
Private Advisor Group
New Jersey
$5.8M +$102K +3,876 +2%
GA
25
Gateway Advisory
New Jersey
$5.35M -$1.2M -45,486 -19%

VOOG Hedge Fund Activity: Q2 2019 in Review

165 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q2 2019, worth a combined $945M — up 24% from $764M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new VOOG positions and 9 closed out — a net gain of 3 holders — while 53 added to existing stakes and 51 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $130M. The largest seller was Corient Capital Partners, cutting an estimated $3.44M.

  • 165 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $945M of Vanguard S&P 500 Growth ETF stock for Q2 2019, up 24% quarter-over-quarter.
  • 12 funds opened new Vanguard S&P 500 Growth ETF positions in Q2 2019 and 9 closed out, a net change of +3 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $130M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q2 2019 was Corient Capital Partners, an estimated $3.44M sold.

Based on aggregated 13F filings for Q2 2019.