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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
NMM
2701
Naples Money Management
Florida
$19.7K
CI
2702
Cordant Inc
Oregon
$19.2K -$103K -225 -85%
ICM
2703
Islay Capital Management
Texas
$19.2K
MIM
2704
Macroview Investment Management
Maryland
$18.3K
SC
2705
SouthState Corp
Florida
$18.3K
HCM
2706
Horrell Capital Management
Arkansas
$18K
RCM
2707
Raleigh Capital Management
North Carolina
$17.2K
MIA
2708
Milestone Investment Advisors
Wisconsin
$16.3K
DWA
2709
Delos Wealth Advisors
Texas
$14.4K -$1.83K -4 -12%
FF
2710
Friedenthal Financial
New Jersey
$14.2K +$915 +2 +7%
TIM
2711
Thompson Investment Management
Wisconsin
$13.5K
RG
2712
Retirement Group
California
$13K +$12.4K +27 New
BFS
2713
Bare Financial Services
Pennsylvania
$12.9K +$12.8K +28 New
EWM
2714
EPG Wealth Management
Georgia
$12K +$4.58K +10 +67%
KA
2715
Kozak & Associates
Colorado
$11.3K -$86K -188 -89%
HCP
2716
Hexagon Capital Partners
Arkansas
$10.1K +$4.58K +10 +91%
CWM
2717
Compass Wealth Management
Connecticut
$8.65K
CPBTD
2718
Central Pacific Bank - Trust Division
Hawaii
$8.16K +$7.78K +17 New
Russell Investments Group
2719
Russell Investments Group
United Kingdom
$8.04K +$7.78K +17 New
VAMG
2720
Voisard Asset Management Group
Michigan
$7.23K +$6.87K +15 New
PCM
2721
Penserra Capital Management
California
$7K +$7.32K +16 New
LAM
2722
Lummis Asset Management
Texas
$6.73K -$60.9K -133 -90%
RF
2723
Robbins Farley
New Hampshire
$5.77K
RP
2724
Rice Partnership
Hawaii
$5.77K +$5.49K +12 New
KFS
2725
Kelly Financial Services
Massachusetts
$5.41K -$39.8K -87 -89%

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.