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Vanguard S&P 500 Growth ETF

187 hedge funds and large institutions have $954M invested in Vanguard S&P 500 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 54 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 54

4% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 25

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

2% less funds holding

Funds holding: 190187 (-3)

16% less capital invested

Capital invested by funds: $1.14B → $954M (-$182M)

19.33% less ownership

Funds ownership: 217.66%198.32% (-19%)

Holders
187
Holders Change
-3
Holders Change %
-1.58%
% of All Funds
4.12%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
26
Increased
67
Reduced
54
Closed
25
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
$216M -$6.87M -241,854 -3%
Bank of America
2
Bank of America
North Carolina
$122M -$4.05M -142,554 -3%
LPL Financial
3
LPL Financial
California
$74.9M -$6.26M -220,326 -7%
UBS Group
4
UBS Group
Switzerland
$62.6M +$10.4M +367,014 +17%
Morgan Stanley
5
Morgan Stanley
New York
$58.4M +$5.4M +190,278 +9%
CCP
6
Corient Capital Partners
California
$48.4M +$8.77M +308,976 +19%
Wells Fargo
7
Wells Fargo
California
$29.2M -$2.11M -74,400 -6%
AWM
8
Altium Wealth Management
New York
$23.2M +$214K +7,536 +0.8%
Ameriprise
9
Ameriprise
Minnesota
$22.1M +$5.82M +204,876 +30%
BCA
10
Biltmore Capital Advisors
New Jersey
$18.9M -$5.58M -196,566 -21%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$16.8M +$778K +27,390 +4%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$15.8M +$1.39M +48,966 +8%
CWM
13
Connecticut Wealth Management
Connecticut
$15.6M -$18.5M -652,602 -51%
TF
14
Tompkins Financial
New York
$15.2M +$62K +2,184 +0.4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$11.3M -$1.47M -51,774 -10%
Osaic Holdings
16
Osaic Holdings
Arizona
$10.7M +$12.3M +432,252 New
SCM
17
Stordahl Capital Management
Colorado
$8.63M -$4.98M -175,404 -33%
EH
18
Equitable Holdings
New York
$8.56M +$832K +29,316 +9%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$7.43M +$1.56M +54,762 +22%
AWM
20
AE Wealth Management
Kansas
$5.91M -$3.48M -122,490 -34%
EFS
21
Essex Financial Services
Connecticut
$5.75M +$2.68M +94,500 +69%
SS
22
Simplicity Solutions
Minnesota
$5.51M -$3.37M -118,524 -35%
CG
23
Caprock Group
Idaho
$5.42M -$91.7K -3,228 -1%
PAG
24
Private Advisor Group
New Jersey
$5.39M +$222K +7,806 +4%
PWP
25
Principle Wealth Partners
Connecticut
$5.18M -$194K -6,828 -3%

VOOG Hedge Fund Activity: Q1 2020 in Review

187 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q1 2020, worth a combined $954M — down 16% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new VOOG positions and 25 closed out — a net gain of 1 holder — while 67 added to existing stakes and 54 trimmed.

The largest buyer was UBS Group, adding an estimated $10.4M. The largest seller was Connecticut Wealth Management, cutting an estimated $18.5M.

  • 187 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q1 2020, down from 190 in Q4 2019.
  • Funds reported $954M of Vanguard S&P 500 Growth ETF stock for Q1 2020, down 16% quarter-over-quarter.
  • 26 funds opened new Vanguard S&P 500 Growth ETF positions in Q1 2020 and 25 closed out, a net change of +1 holder.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q1 2020 was UBS Group, an estimated $10.4M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q1 2020 was Connecticut Wealth Management, an estimated $18.5M sold.

Based on aggregated 13F filings for Q1 2020.