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Vanguard S&P 500 ETF

2,928 hedge funds and large institutions have $199B invested in Vanguard S&P 500 ETF in 2024 Q3 according to their latest regulatory filings, with 209 funds opening new positions, 1,449 increasing their positions, 883 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 209 | Existing positions closed: 76

64% more repeat investments, than reductions

Existing positions increased: 1,449 | Existing positions reduced: 883

10% more capital invested

Capital invested by funds: $181B → $199B (+$17.7B)

3% more funds holding

Funds holding: 2,8302,928 (+98)

2% more funds holding in top 10

Funds holding in top 10: 665676 (+11)

0.78% less ownership

Funds ownership: 39.2%38.43% (-0.78%)

17% less call options, than puts

Call options by funds: $1.45B | Put options by funds: $1.75B

Holders
2,928
Holders Change
+98
Holders Change %
+3.46%
% of All Funds
42.04%
Holding in Top 10
676
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.65%
% of All Funds
9.71%
New
209
Increased
1,449
Reduced
883
Closed
76
Calls
$1.45B
Puts
$1.75B
Net Calls
-$302M
Net Calls Change
-$257M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
251
Atria Investments
North Carolina
$85.6M -$3.6M -7,083 -4%
RH
252
RFG Holdings
Texas
$85.2M +$1.98M +3,890 +2%
CSIA
253
Conrad Siegel Investment Advisors
Pennsylvania
$84M +$887K +1,745 +1%
MA
254
MJP Associates
Connecticut
$83.3M +$3.54M +6,959 +5%
DWM
255
Dechtman Wealth Management
Colorado
$83.2M +$2.72M +5,355 +4%
AF
256
Affiance Financial
Minnesota
$82.4M +$117K +231 +0.1%
CGL
257
Clarius Group LLC
Washington
$82.4M +$1.84M +3,621 +2%
ML
258
Mayport LLC
Massachusetts
$81.8M +$4.57M +8,987 +6%
II
259
Ironclad Investments
Florida
$81.6M
WFA
260
WestHill Financial Advisors
California
$81M -$193K -380 -0.2%
JWCA
261
J.W. Cole Advisors
Florida
$80.8M +$4.78M +9,406 +7%
AL
262
Aspiriant LLC
California
$80.8M +$624K +1,228 +0.8%
SWM
263
SilverOak Wealth Management
Minnesota
$80.7M -$1.52M -2,994 -2%
GBT
264
Grove Bank & Trust
Florida
$80.4M +$4.42M +8,694 +6%
SCM
265
Stordahl Capital Management
Colorado
$80.1M -$811K -1,595 -1%
HWM
266
HB Wealth Management
Georgia
$79.9M +$2.12M +4,178 +3%
RWB
267
RMR Wealth Builders
New Jersey
$79.8M +$3.6M +7,088 +5%
WPC
268
Wedmont Private Capital
Pennsylvania
$79.7M +$10.6M +20,811 +16%
CA
269
Cambridge Advisors
Nebraska
$79.4M -$1.49M -2,924 -2%
SC
270
Stephens Consulting
Michigan
$78.5M +$1.21M +2,374 +2%
MDSL
271
M.D. Sass LLC
New York
$77.7M
WB
272
Webster Bank
Connecticut
$76.3M -$827K -1,627 -1%
WT
273
Washington Trust
Rhode Island
$76.2M +$2.89M +5,679 +4%
BTWM
274
Brass Tax Wealth Management
Ohio
$75.5M +$44.2M +87,014 +155%
EW
275
Evoke Wealth
California
$74.7M +$71.7M +141,147 New

VOO Hedge Fund Activity: Q3 2024 in Review

2,928 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q3 2024, worth a combined $199B — up 9.8% from $181B a quarter earlier.

Buyers outnumbered sellers: 209 funds opened new VOO positions and 76 closed out — a net gain of 133 holders — while 1,449 added to existing stakes and 883 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $4.02B. The largest seller was Strategic Financial Concepts, cutting an estimated $3.68B.

  • 2,928 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q3 2024, up from 2,830 in Q2 2024.
  • Funds reported $199B of Vanguard S&P 500 ETF stock for Q3 2024, up 9.8% quarter-over-quarter.
  • 209 funds opened new Vanguard S&P 500 ETF positions in Q3 2024 and 76 closed out, a net change of +133 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $4.02B added.
  • The largest Vanguard S&P 500 ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $3.68B sold.

Based on aggregated 13F filings for Q3 2024.