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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
MCA
2726
Maryland Capital Advisors
Maryland
$5.29K
MWM
2727
MGB Wealth Management
Texas
$4.81K
BCPWM
2728
Bradley & Co Private Wealth Management
Florida
$4.33K
NECFA
2729
New England Capital Financial Advisors
Connecticut
$4K +$3.66K +8 New
CIM
2730
Contravisory Investment Management
Massachusetts
$3.85K
BHWM
2731
Bay Harbor Wealth Management
Maryland
$3.85K
SGC
2732
Slocum, Gordon & Co
Rhode Island
$3.58K +$3.2K +7 New
RWPA
2733
Richard W. Paul & Associates
Michigan
$3.39K -$458 -1 -13%
CFG
2734
CKW Financial Group
Hawaii
$3K
BFP
2735
Briaud Financial Planning
Texas
$3K +$2.29K +5 New
IPW
2736
Impact Partnership Wealth
Georgia
$2.88K -$15.6K -34 -85%
OLVIG
2737
Oliver Lagore Vanvalin Investment Group
Michigan
$2.4K -$29.3K -64 -93%
NA
2738
Nordwand Advisors
Pennsylvania
$2.4K
Loomis, Sayles & Company
2739
Loomis, Sayles & Company
Massachusetts
$2K -$41.2K -90 -95%
C
2740
Covestor
United Kingdom
$2K
TFA
2741
Transamerica Financial Advisors
Florida
$1K
FFA
2742
Frazier Financial Advisors
Ohio
$988 +$458 +1 +100%
PK
2743
Pflug Koory
Nebraska
$964
RWA
2744
Redmont Wealth Advisors
Illinois
$964 +$915 +2 New
TC
2745
Truvestments Capital
Florida
$961 -$19.2K -42 -95%
LWA
2746
Lowe Wealth Advisors
Maryland
$961
IRC
2747
Investors Research Corp
Georgia
$481 -$8.7K -19 -95%
PPWM
2748
PFG Private Wealth Management
Florida
$481 -$915 -2 -67%
WSC
2749
Wellington Shields & Co
New York
$481
NC
2750
NewSquare Capital
Pennsylvania
$418 +$458 +1 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.