We are live on ! Find out more
VOOG icon

Vanguard S&P 500 Growth ETF

190 hedge funds and large institutions have $1.14B invested in Vanguard S&P 500 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 64 increasing their positions, 46 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

338% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 8

39% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 46

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

21% more capital invested

Capital invested by funds: $938M → $1.14B (+$198M)

15% more funds holding

Funds holding: 165190 (+25)

14.45% more ownership

Funds ownership: 203.21%217.66% (+14%)

Holders
190
Holders Change
+25
Holders Change %
+15.15%
% of All Funds
3.74%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
35
Increased
64
Reduced
46
Closed
8
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
$260M +$94.5M +3,403,530 +62%
Bank of America
2
Bank of America
North Carolina
$147M -$336K -12,090 -0.2%
LPL Financial
3
LPL Financial
California
$94.1M -$1.46M -52,704 -2%
Morgan Stanley
4
Morgan Stanley
New York
$62.8M -$2.36M -84,840 -4%
UBS Group
5
UBS Group
Switzerland
$62.7M +$1.18M +42,546 +2%
CCP
6
Corient Capital Partners
California
$47.7M -$1.15M -41,250 -2%
CWM
7
Connecticut Wealth Management
Connecticut
$37.3M -$703K -25,326 -2%
Wells Fargo
8
Wells Fargo
California
$36.4M +$377K +13,578 +1%
BCA
9
Biltmore Capital Advisors
New Jersey
$27.9M -$1.96M -70,608 -7%
AWM
10
Altium Wealth Management
New York
$27M -$23.2K -834 -0.1%
Ameriprise
11
Ameriprise
Minnesota
$19.8M +$1.46M +52,506 +8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$18.9M +$1.02M +36,642 +6%
TF
13
Tompkins Financial
New York
$17.8M +$500 +18 +0%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$17.1M +$85.3K +3,072 +0.5%
SCM
15
Stordahl Capital Management
Colorado
$15.6M -$2.39M -86,124 -14%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$14.7M +$956K +34,404 +7%
AWM
17
AE Wealth Management
Kansas
$10.5M +$757K +27,264 +8%
SS
18
Simplicity Solutions
Minnesota
$9.9M +$803K +28,902 +9%
EH
19
Equitable Holdings
New York
$9.18M +$8.77M +315,714 New
AG
20
Advisor Group
Arizona
$8.6M +$1.17M +42,072 +17%
MML Investors Services
21
MML Investors Services
Massachusetts
$7.84M -$1.67M -60,090 -18%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$7.12M -$252K -9,060 -4%
PIM
23
Parker Investment Management
California
$6.68M
CG
24
Caprock Group
Idaho
$6.44M -$76.3K -2,748 -1%
PWP
25
Principle Wealth Partners
Connecticut
$6.27M +$43.5K +1,566 +0.7%

VOOG Hedge Fund Activity: Q4 2019 in Review

190 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q4 2019, worth a combined $1.14B — up 21% from $938M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new VOOG positions and 8 closed out — a net gain of 27 holders — while 64 added to existing stakes and 46 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $94.5M. The largest seller was Jane Street, exiting entirely with an estimated $5.28M sold.

  • 190 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q4 2019, up from 165 in Q3 2019.
  • Funds reported $1.14B of Vanguard S&P 500 Growth ETF stock for Q4 2019, up 21% quarter-over-quarter.
  • 35 funds opened new Vanguard S&P 500 Growth ETF positions in Q4 2019 and 8 closed out, a net change of +27 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q4 2019 was JP Morgan Chase, an estimated $94.5M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q4 2019 was Jane Street, an estimated $5.28M sold.

Based on aggregated 13F filings for Q4 2019.