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Vanguard S&P 500 ETF

1,348 hedge funds and large institutions have $60.7B invested in Vanguard S&P 500 ETF in 2019 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 534 increasing their positions, 338 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 282 | Existing positions closed: 47

58% more repeat investments, than reductions

Existing positions increased: 534 | Existing positions reduced: 338

20% more funds holding

Funds holding: 1,1261,348 (+222)

16% more funds holding in top 10

Funds holding in top 10: 231267 (+36)

4% more capital invested

Capital invested by funds: $58.2B → $60.7B (+$2.5B)

1.21% less ownership

Funds ownership: 48%46.79% (-1.2%)

62% less call options, than puts

Call options by funds: $95.2M | Put options by funds: $248M

Holders
1,348
Holders Change
+222
Holders Change %
+19.72%
% of All Funds
26.56%
Holding in Top 10
267
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+15.58%
% of All Funds
5.26%
New
282
Increased
534
Reduced
338
Closed
47
Calls
$95.2M
Puts
$248M
Net Calls
-$153M
Net Calls Change
-$52.5M
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
226
Oldfather Financial Services
Nebraska
$21.8M +$20.5M +72,593 New
NHC
227
Nicholas Hoffman & Company
Georgia
$21.7M +$1.51M +5,329 +8%
N
228
Natixis
France
$21.7M +$824K +2,913 +4%
NG
229
NatWest Group
United Kingdom
$21.7M +$1.23M +4,349 +6%
SAA
230
Southeast Asset Advisors
Georgia
$21.5M +$156K +551 +0.8%
APSP
231
Asset Planning Services (Pennsylvania)
Pennsylvania
$21.5M -$265K -936 -1%
NIM
232
Northeast Investment Management
Massachusetts
$21.5M +$324K +1,144 +2%
IMPI
233
Ilmarinen Mutual Pension Insurance
Finland
$21.4M +$9.01M +31,869 +79%
TFCP
234
Twin Focus Capital Partners
Massachusetts
$21.1M +$15.5M +54,928 +334%
SWG
235
Summit Wealth Group
Vermont
$20.8M +$19.8M +70,152 New
Carson Wealth (CWM LLC)
236
Carson Wealth (CWM LLC)
Nebraska
$20.6M
K
237
Kemper
Illinois
$20.4M
SI
238
Stephens Inc
Arkansas
$20.4M -$26K -92 -0.1%
ECG
239
Edge Capital Group
Georgia
$20.4M +$1.7M +5,998 +10%
ZIG
240
Zurich Insurance Group
Switzerland
$20.2M +$5.81M +20,539 +43%
MFT
241
Moisand Fitzgerald Tamayo
Florida
$20.1M -$434K -1,533 -2%
SFG
242
Sage Financial Group
Pennsylvania
$20.1M -$4.53K -16 -0%
TPCW
243
TD Private Client Wealth
New York
$20M +$19.1M +67,555 New
RWRC
244
R.W. Roge & Company
New York
$19.9M +$19M +67,071 New
LWIC
245
Leith Wheeler Investment Counsel
British Columbia, Canada
$19.8M +$19M +66,995 New
CPO
246
Cerity Partners OCIO
New York
$19.8M +$2.02M +7,133 +12%
HC
247
HNP Capital
New York
$19.7M +$3.25M +11,486 +21%
SC
248
Steph & Co
Wisconsin
$19.5M +$18.7M +66,039 New
IA
249
IFG Advisory
Georgia
$19.1M -$135K -477 -0.7%
EVM
250
Eaton Vance Management
Massachusetts
$19.1M +$193K +683 +1%

VOO Hedge Fund Activity: Q4 2019 in Review

1,348 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q4 2019, worth a combined $60.7B — up 4.3% from $58.2B a quarter earlier.

Buyers outnumbered sellers: 282 funds opened new VOO positions and 47 closed out — a net gain of 235 holders — while 534 added to existing stakes and 338 trimmed.

The largest buyer was M&T Bank, adding an estimated $515M. The largest seller was Bank of America, cutting an estimated $4.57B.

  • 1,348 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q4 2019, up from 1,126 in Q3 2019.
  • Funds reported $60.7B of Vanguard S&P 500 ETF stock for Q4 2019, up 4.3% quarter-over-quarter.
  • 282 funds opened new Vanguard S&P 500 ETF positions in Q4 2019 and 47 closed out, a net change of +235 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q4 2019 was M&T Bank, an estimated $515M added.
  • The largest Vanguard S&P 500 ETF seller in Q4 2019 was Bank of America, an estimated $4.57B sold.

Based on aggregated 13F filings for Q4 2019.