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Vanguard S&P 500 Growth ETF

211 hedge funds and large institutions have $1.18B invested in Vanguard S&P 500 Growth ETF in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 55 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 18

23% more capital invested

Capital invested by funds: $954M → $1.18B (+$223M)

13% more funds holding

Funds holding: 187211 (+24)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

10% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 61

8.94% less ownership

Funds ownership: 198.32%189.38% (-8.9%)

Holders
211
Holders Change
+24
Holders Change %
+12.83%
% of All Funds
4.33%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
42
Increased
55
Reduced
61
Closed
18
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
$267M -$3.66M -126,966 -1%
Bank of America
2
Bank of America
North Carolina
$162M +$8.04M +278,928 +6%
Morgan Stanley
3
Morgan Stanley
New York
$78.2M +$4.53M +157,164 +7%
LPL Financial
4
LPL Financial
California
$73.5M -$18.9M -657,498 -22%
UBS Group
5
UBS Group
Switzerland
$72.5M -$5.67M -196,596 -8%
CCP
6
Corient Capital Partners
California
$51.4M -$8.68M -301,128 -15%
Wells Fargo
7
Wells Fargo
California
$43.9M +$6.71M +232,710 +20%
Ameriprise
8
Ameriprise
Minnesota
$40.5M +$11.9M +412,848 +46%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$29.4M +$7.7M +267,294 +39%
AWM
10
Altium Wealth Management
New York
$27.5M -$1.54M -53,580 -6%
GAG
11
GM Advisory Group
New York
$19.7M +$18.2M +631,056 New
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$18M -$1.67M -57,816 -9%
Osaic Holdings
13
Osaic Holdings
Arizona
$15.8M +$2.12M +73,572 +17%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$12.7M -$1.42M -49,230 -11%
BCA
15
Biltmore Capital Advisors
New Jersey
$12.1M -$10.7M -372,354 -49%
EH
16
Equitable Holdings
New York
$11M +$237K +8,214 +2%
SCM
17
Stordahl Capital Management
Colorado
$9.82M -$1.33M -45,984 -13%
EFS
18
Essex Financial Services
Connecticut
$8.72M +$1.38M +47,934 +21%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$8.51M -$764K -26,514 -9%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$7.39M +$3.94M +136,794 +136%
PAG
21
Private Advisor Group
New Jersey
$7.05M +$260K +9,036 +4%
CG
22
Caprock Group
Idaho
$6.8M
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$6.52M +$666K +23,118 +12%
PWP
24
Principle Wealth Partners
Connecticut
$6.46M -$41.2K -1,428 -0.7%
FAAS
25
First Allied Advisory Services
California
$6.19M -$103K -3,570 -2%

VOOG Hedge Fund Activity: Q2 2020 in Review

211 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q2 2020, worth a combined $1.18B — up 23% from $954M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new VOOG positions and 18 closed out — a net gain of 24 holders — while 55 added to existing stakes and 61 trimmed.

The largest buyer was GM Advisory Group, opening a new position worth an estimated $18.2M. The largest seller was LPL Financial, cutting an estimated $18.9M.

  • 211 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q2 2020, up from 187 in Q1 2020.
  • Funds reported $1.18B of Vanguard S&P 500 Growth ETF stock for Q2 2020, up 23% quarter-over-quarter.
  • 42 funds opened new Vanguard S&P 500 Growth ETF positions in Q2 2020 and 18 closed out, a net change of +24 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q2 2020 was GM Advisory Group, an estimated $18.2M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q2 2020 was LPL Financial, an estimated $18.9M sold.

Based on aggregated 13F filings for Q2 2020.