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Vanguard S&P 500 ETF

2,746 hedge funds and large institutions have $168B invested in Vanguard S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 216 funds opening new positions, 1,311 increasing their positions, 906 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 216 | Existing positions closed: 93

45% more repeat investments, than reductions

Existing positions increased: 1,311 | Existing positions reduced: 906

13% more call options, than puts

Call options by funds: $1.52B | Put options by funds: $1.35B

10% more capital invested

Capital invested by funds: $152B → $168B (+$15.8B)

3% more funds holding

Funds holding: 2,6632,746 (+83)

2% more funds holding in top 10

Funds holding in top 10: 628640 (+12)

2.22% less ownership

Funds ownership: 41.5%39.27% (-2.2%)

Holders
2,746
Holders Change
+83
Holders Change %
+3.12%
% of All Funds
39.56%
Holding in Top 10
640
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+1.91%
% of All Funds
9.22%
New
216
Increased
1,311
Reduced
906
Closed
93
Calls
$1.52B
Puts
$1.35B
Net Calls
+$174M
Net Calls Change
-$63.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
2476
Whitegate Investment Counselors
New Hampshire
$264K +$251K +549 New
GPA
2477
Garrison Point Advisors
California
$264K +$13.7K +30 +6%
BA
2478
Ballew Advisors
Mississippi
$264K
LCM
2479
Lazari Capital Management
California
$263K +$2.29K +5 +0.9%
SWM
2480
Seaside Wealth Management
California
$262K -$115K -251 -31%
REMPR
2481
Roof Eidam Maycock Peralta (REMP)
California
$262K
MAM
2482
Morse Asset Management
Connecticut
$262K
MFS
2483
McNamara Financial Services
Massachusetts
$262K
CWM
2484
Chronos Wealth Management
Florida
$260K +$247K +540 New
ICM
2485
IMS Capital Management
Oregon
$259K
MWA
2486
Moser Wealth Advisors
Washington
$259K
HFAS
2487
Hummer Financial Advisory Services
Illinois
$259K -$25.2K -55 -9%
MWP
2488
Moller Wealth Partners
$259K
PCA
2489
Private Capital Advisors
Connecticut
$257K
QPBE
2490
Quintet Private Bank (Europe)
Luxembourg
$256K -$33.9K -74 -14%
CAM
2491
Carret Asset Management
New York
$255K -$16K -35 -6%
PFM
2492
Patton Fund Management
Texas
$255K
SCI
2493
S&CO Inc
Massachusetts
$254K -$36.6K -80 -13%
SIC
2494
Samalin Investment Counsel
New York
$254K +$242K +528 New
SNBOSCI
2495
Security National Bank of Sioux City Iowa
Iowa
$253K -$22.9K -50 -9%
LCGC
2496
Legacy Capital Group California
California
$253K +$915 +2 +0.4%
OPPS
2497
Obsidian Personal Planning Solutions
Maryland
$252K +$19.2K +42 +8%
MKC
2498
M. Kraus & Co
Vermont
$252K
PIM
2499
Penobscot Investment Management
Massachusetts
$252K
CWP
2500
Concord Wealth Partners
Virginia
$251K +$9.15K +20 +4%

VOO Hedge Fund Activity: Q1 2024 in Review

2,746 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q1 2024, worth a combined $168B — up 10% from $152B a quarter earlier.

Buyers outnumbered sellers: 216 funds opened new VOO positions and 93 closed out — a net gain of 123 holders — while 1,311 added to existing stakes and 906 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $4.76B. The largest seller was Morgan Stanley, cutting an estimated $7.64B.

  • 2,746 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q1 2024, up from 2,663 in Q4 2023.
  • Funds reported $168B of Vanguard S&P 500 ETF stock for Q1 2024, up 10% quarter-over-quarter.
  • 216 funds opened new Vanguard S&P 500 ETF positions in Q1 2024 and 93 closed out, a net change of +123 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $4.76B added.
  • The largest Vanguard S&P 500 ETF seller in Q1 2024 was Morgan Stanley, an estimated $7.64B sold.

Based on aggregated 13F filings for Q1 2024.