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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
BIM
2626
Breakwater Investment Management
Washington
$139K +$133K +290 New
Man Group
2627
Man Group
United Kingdom
$138K -$3.76M -8,208 -97%
ECM
2628
Elgethun Capital Management
South Dakota
$138K +$2.29K +5 +2%
KFP
2629
Keener Financial Planning
Texas
$137K
SCA
2630
Stuart Chaussee & Associates
California
$135K
GI
2631
GAMMA Investing
California
$131K +$125K +273 New
HWM
2632
Horizons Wealth Management
North Carolina
$128K
CAM
2633
Clarity Asset Management
Iowa
$127K +$65.9K +144 +120%
CICI
2634
Capital Investment Counsel Inc
North Carolina
$125K
WL
2635
WIT LLC
District of Columbia
$125K +$119K +259 New
RP
2636
Rowlandmiller & Partners
Georgia
$123K -$5.49K -12 -4%
OIA
2637
Optimum Investment Advisors
Illinois
$123K +$9.61K +21 +9%
WAM
2638
WFA Asset Management
Wisconsin
$121K +$21.5K +47 +23%
GIS
2639
Grayhawk Investment Strategies
Alberta, Canada
$120K
BWP
2640
Baldwin Wealth Partners
Massachusetts
$118K
TCG
2641
Transcendent Capital Group
Oklahoma
$116K -$458 -1 -0.4%
AWM
2642
AllSquare Wealth Management
New York
$113K
JHCP
2643
Jackson Hole Capital Partners
Oklahoma
$111K
BFS
2644
Burkett Financial Services
South Carolina
$109K +$2.75K +6 +3%
FGA
2645
Fortis Group Advisors
New Jersey
$106K -$101K -221 -50%
RFG
2646
REAP Financial Group
Texas
$105K -$5.95K -13 -6%
PP
2647
PFS Partners
New Jersey
$103K -$1.83K -4 -2%
OC
2648
Oakworth Capital
Alabama
$102K +$7.78K +17 +9%
GPFA
2649
Game Plan Financial Advisors
Ohio
$99K
TCM
2650
TruNorth Capital Management
Michigan
$97.6K +$92.9K +203 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.