We are live on ! Find out more
VOO icon

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
CIP
2526
Capital Insight Partners
Arizona
$237K
CCA
2527
Cadent Capital Advisors
Oklahoma
$235K +$224K +489 New
LAS
2528
LWM Advisory Services
Florida
$235K +$224K +489 New
SPIO
2529
Seven Post Investment Office
California
$235K +$224K +489 New
1832 Asset Management
2530
1832 Asset Management
Ontario, Canada
$234K -$5.2M -11,356 -96%
TPA
2531
Trivium Point Advisory
Connecticut
$234K +$222K +486 New
CIS
2532
Continental Investors Services
Washington
$233K -$7.32K -16 -3%
JJBC
2533
James J. Burns & Company
New York
$233K +$224K +489 New
MSA
2534
Marino Stram & Associates
Massachusetts
$232K
SHWM
2535
Smith & Howard Wealth Management
Georgia
$232K -$28.8K -63 -12%
WTB
2536
Washington Trust Bank
Washington
$232K +$221K +483 New
CA
2537
Callahan Advisors
Texas
$231K
HVIA
2538
Hudson Valley Investment Advisors
New York
$231K -$5.49K -12 -2%
E
2539
ETFidea
New York
$231K +$458 +1 +0.2%
TLA
2540
Tanglewood Legacy Advisors
Texas
$230K
SWM
2541
Sugarloaf Wealth Management
Georgia
$229K -$486K -1,061 -69%
CA
2542
Corrado Advisors
New Jersey
$229K +$218K +476 New
LWA
2543
Lantern Wealth Advisors
New York
$227K +$216K +473 New
BMWM
2544
Brown Miller Wealth Management
Virginia
$227K -$40.3K -88 -16%
MKA
2545
M. Kulyk & Associates
Georgia
$227K -$5.49K -12 -2%
NCM
2546
Nelson Capital Management
California
$226K +$216K +471 New
WCF
2547
West Coast Financial
California
$225K
CA
2548
Carson Advisory
Georgia
$225K -$10.1K -22 -4%
TC
2549
Trilogy Capital
California
$224K
AG
2550
Advocate Group
Minnesota
$223K +$458 +1 +0.2%

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.