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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
WCMN
2551
Westchester Capital Management (Nebraska)
Nebraska
$223K +$97.5K +213 +85%
SA
2552
Sage Advisors
Colorado
$222K -$28.8K -63 -12%
TIA
2553
Tiemann Investment Advisors
California
$222K
JF
2554
Joule Financial
Kentucky
$221K -$43.5K -95 -17%
APWA
2555
Atlas Private Wealth Advisors
New Jersey
$220K -$245K -536 -54%
CE
2556
Cornerstone Enterprises
Wisconsin
$220K +$209K +457 New
GB
2557
Goepper Burkhardt
South Carolina
$219K +$6.87K +15 +3%
GCWM
2558
Graham Capital Wealth Management
District of Columbia
$219K +$208K +455 New
QC
2559
QCM Cayman
Texas
$219K +$208K +455 New
MHC
2560
Meyer Handelman Company
New York
$218K -$104K -227 -33%
CAM
2561
Crestone Asset Management
Colorado
$218K +$208K +454 New
NL
2562
NDWM LLC
California
$218K +$207K +453 New
MWA
2563
MFA Wealth Advisors
Pennsylvania
$217K +$207K +452 New
BCM
2564
Blume Capital Management
California
$217K +$156K +340 +304%
AFA
2565
American Financial Advisors
Georgia
$217K +$207K +452 New
WCM
2566
Windsor Capital Management
Arizona
$217K +$207K +452 New
CFP
2567
Cypress Financial Planning
New Jersey
$217K +$206K +451 New
HWA
2568
Hilltop Wealth Advisors
North Carolina
$216K +$205K +449 New
SHFA
2569
SC&H Financial Advisors
Maryland
$214K +$204K +446 New
SA
2570
Stewardship Advisors
Pennsylvania
$214K +$204K +446 New
BWA
2571
Boulder Wealth Advisors
Colorado
$214K +$204K +445 New
MAC
2572
Mason & Associates (California)
California
$214K +$204K +445 New
FA
2573
Fiduciary Alliance
South Carolina
$214K +$204K +445 New
MHR
2574
Matthew Hamilton Rosenberg
$214K +$4.58K +10 +2%
TPWM
2575
Twelve Points Wealth Management
Massachusetts
$213K +$203K +444 New

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.