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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
XSC
2601
X-Square Capital
Puerto Rico
$202K +$201K +439 New
GMFG
2602
Greater Midwest Financial Group
Minnesota
$201K -$74.6K -163 -28%
BZWA
2603
Blue Zone Wealth Advisors
California
$200K +$191K +417 New
NFSG
2604
Newbridge Financial Services Group
Florida
$199K -$235K -514 -55%
USB
2605
Union Savings Bank
Connecticut
$195K
OCM
2606
Orion Capital Management
California
$193K
GPI
2607
General Partner Inc
Pennsylvania
$192K
WFA
2608
Wells Financial Advisors
Massachusetts
$192K
PIA
2609
Powell Investment Advisors
Florida
$186K +$64.5K +141 +57%
IIL
2610
Insight Inv LLC
California
$185K -$16.9K -37 -9%
WC
2611
Westwind Capital
New Mexico
$185K
WWP
2612
WR Wealth Planners
Missouri
$182K +$173K +379 New
PCA
2613
Providence Capital Advisors
North Carolina
$180K +$19.7K +43 +13%
BCV
2614
Banque Cantonale Vaudoise
Switzerland
$175K
DJSG
2615
D.J. St. Germain
Massachusetts
$168K -$9.15K -20 -5%
WBC
2616
West Branch Capital
Massachusetts
$166K +$30.7K +67 +24%
DAM
2617
Delta Asset Management
Tennessee
$165K +$156K +341 +17,050%
PCWA
2618
Pacific Capital Wealth Advisors
California
$164K
IA
2619
IFS Advisors
Kansas
$158K +$61.3K +134 +69%
MIM
2620
MTM Investment Management
South Carolina
$156K +$105K +230 +242%
MSWM
2621
Mowery & Schoenfeld Wealth Management
Illinois
$148K -$8.24K -18 -6%
CAL
2622
Capital Advisors Ltd
Ohio
$145K
AIM
2623
Arcadia Investment Management
Michigan
$145K -$91.5K -200 -40%
VCM
2624
Versant Capital Management
Arizona
$140K +$44.9K +98 +51%
SWC
2625
Spectrum Wealth Counsel
Indiana
$139K

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.