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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
GIM
2651
Gold Investment Management
Alberta, Canada
$95.7K
FWM
2652
FSA Wealth Management
Massachusetts
$95.3K +$67.7K +148 +296%
HFS
2653
Horizon Financial Services
North Carolina
$89.9K +$85.6K +187 New
CCC
2654
Chelsea Counsel Company
California
$85.6K -$1.97M -4,300 -96%
ANBT
2655
American National Bank & Trust
Texas
$84.1K +$11K +24 +16%
CB
2656
CNB Bank
Pennsylvania
$83.6K +$4.58K +10 +6%
JGCM
2657
Joseph Group Capital Management
Ohio
$79.8K +$915 +2 +1%
GAG
2658
Goodman Advisory Group
Massachusetts
$76.4K
FCMT
2659
Founders Capital Management (Texas)
Texas
$74.6K
BAM
2660
Byrne Asset Management
New Jersey
$74.5K
WCAMG
2661
Woodard & Company Asset Management Group
North Carolina
$74.5K +$16.9K +37 +31%
APW
2662
Acima Private Wealth
Virginia
$72.1K
CWM
2663
CarsonAllaria Wealth Management
Illinois
$71.7K +$458 +1 +0.7%
RFA
2664
Register Financial Advisors
Georgia
$67.4K
PCG
2665
PFC Capital Group
California
$65K
Nisa Investment Advisors
2666
Nisa Investment Advisors
Missouri
$64.9K
FIM
2667
Fernwood Investment Management
Massachusetts
$63.9K +$60.9K +133 New
BAM
2668
Bellevue Asset Management
Washington
$60.1K
GJWM
2669
Gilliland Jeter Wealth Management
Arkansas
$59.6K +$56.8K +124 New
DCM
2670
Davis Capital Management
Florida
$59.1K +$915 +2 +2%
CFS
2671
CGC Financial Services
Oregon
$58.2K -$4.12K -9 -7%
CCA
2672
Criterion Capital Advisors
Tennessee
$58.2K
NIC
2673
Northwest Investment Counselors
Oregon
$57.7K +$54.9K +120 New
ACA
2674
American Capital Advisory
Idaho
$56.8K -$65K -142 -48%
MAWCM
2675
Mine & Arao Wealth Creation & Management
California
$56.6K +$915 +2 +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.