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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
CAM
2676
Costello Asset Management
Pennsylvania
$53.4K +$9.15K +20 +22%
PWM
2677
Provident Wealth Management
Tennessee
$47.6K +$45.3K +99 New
APC
2678
Aspire Private Capital
North Carolina
$46.6K
EW
2679
Element Wealth
Mississippi
$45.7K +$6.41K +14 +17%
SOAMC
2680
Spirit of America Management Corp
New York
$45K +$43.9K +96 New
AA
2681
AlphaMark Advisors
Kentucky
$43K +$35.2K +77 +642%
EAM
2682
Eukles Asset Management
Ohio
$41.8K +$1.37K +3 +4%
EWP
2683
Elevation Wealth Partners
California
$41.5K +$5.49K +12 +16%
AWM
2684
Aberdeen Wealth Management
Illinois
$40.9K +$38.9K +85 New
CAM
2685
Creekmur Asset Management
Illinois
$40.4K
VL
2686
Vima LLC
Michigan
$40K -$6.87K -15 -12%
EWA
2687
Elevate Wealth Advisory
Georgia
$39.2K +$37.1K +81 New
HCM
2688
Highlander Capital Management
New Jersey
$38.9K
ZC
2689
Zeit Capital
Colorado
$38.5K
GCM
2690
Garland Capital Management
Washington
$34.6K
BOC
2691
Bull Oak Capital
California
$32.9K -$926K -2,024 -97%
M
2692
MOTCO
Texas
$32.7K
MPCG
2693
Matrix Private Capital Group
New York
$29.3K +$14.2K +31 +103%
AP
2694
Atwood & Palmer
Missouri
$29.2K +$458 +1 +2%
PAIM
2695
Punch & Associates Investment Management
Minnesota
$28K -$4.4M -9,612 -99%
MSFP
2696
Mark Sheptoff Financial Planning
Connecticut
$27.4K
CAM
2697
Chesapeake Asset Management
New York
$24.5K -$4.58K -10 -16%
RDIA
2698
RE Dickinson Investment Advisors
Iowa
$24K
AP
2699
Aspect Partners
Virginia
$23.1K
POIA
2700
Pin Oak Investment Advisors
Texas
$22K

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.