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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
CJ
2576
Caitlin John
Michigan
$213K +$5.03K +11 +3%
HHGA
2577
Halbert Hargrove Global Advisors
California
$213K -$42.1K -92 -17%
SFWA
2578
Summit Financial Wealth Advisors
Louisiana
$213K +$202K +442 New
ASC
2579
Atalanta Sosnoff Capital
New York
$212K +$202K +441 New
NWM
2580
Northcape Wealth Management
New York
$212K +$201K +440 New
MCIA
2581
Mountain Capital Investment Advisors
Colorado
$211K -$56.3K -123 -22%
ETS
2582
ESL Trust Services
New York
$211K +$201K +439 New
FWM
2583
Focused Wealth Management
New York
$211K +$11K +24 +6%
FF
2584
Fluent Financial
Texas
$211K -$10.5K -23 -5%
KLI
2585
Kelman-Lazarov Inc
Tennessee
$209K -$27.9K -61 -12%
TCOK
2586
Trust Company of Kansas
Kansas
$209K +$199K +435 New
OWG
2587
Oxford Wealth Group
Florida
$208K +$198K +433 New
LFA
2588
Laraway Financial Advisors
Minnesota
$208K +$198K +433 New
TC
2589
Trust Company
Kansas
$207K +$102K +222 +107%
PGAM
2590
Princeton Global Asset Management
New Jersey
$206K -$21.5K -47 -10%
DI
2591
DAGCO Inc
Ohio
$205K +$195K +427 New
EMAM
2592
Encompass More Asset Management
California
$205K +$195K +426 New
BI
2593
Ballast Inc
Kentucky
$205K +$195K +426 New
GTAM
2594
Global Trust Asset Management
Florida
$205K +$40.7K +89 +26%
TFA
2595
Tobias Financial Advisors
Florida
$205K +$195K +426 New
OCM
2596
Orleans Capital Management
Louisiana
$204K -$80.1K -175 -29%
SEM
2597
Suncoast Equity Management
Florida
$204K -$85.1K -186 -30%
JCFM
2598
JBR Co Financial Management
Oklahoma
$203K +$194K +423 New
CG
2599
Cutler Group
California
$203K -$836K -1,826 -81%
PFWA
2600
Paces Ferry Wealth Advisors
Georgia
$203K +$193K +422 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.