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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
OHWA
2801
Oak Hill Wealth Advisors
Virginia
-$441K -964 Closed
BPC
2802
Banque Pictet & Cie
Switzerland
-$415K -950 Closed
SRL
2803
Scientech Research LLC
New Jersey
-$410K -939 Closed
SCP
2804
Syntal Capital Partners
Texas
-$408K -934 Closed
EI
2805
Ethic Inc
New York
-$383K -876 Closed
AC
2806
AlphaCore Capital
California
-$359K -823 Closed
AFG
2807
Allegheny Financial Group
Pennsylvania
-$356K -814 Closed
EB
2808
Eastern Bank
Massachusetts
-$332K -761 Closed
RIA
2809
RPG Investment Advisory
California
-$328K -750 Closed
SAM
2810
Sawgrass Asset Management
Florida
-$328K -750 Closed
PWM
2811
Prentice Wealth Management
New York
-$316K -723 Closed
SCM
2812
Stonehearth Capital Management
Massachusetts
-$294K -672 Closed
AFS
2813
Access Financial Services
Minnesota
-$290K -665 Closed
HHRDM
2814
H&H Retirement Design & Management
Nevada
-$302K -660 Closed
SOAG
2815
Silver Oak Advisory Group
Oregon
-$288K -660 Closed
CWA
2816
Capital Wealth Alliance
Arizona
-$276K -631 Closed
AAM
2817
Aureus Asset Management
Massachusetts
-$274K -628 Closed
SP
2818
Stonebrook Private
Michigan
-$256K -587 Closed
RMCM
2819
Reynders McVeigh Capital Management
Massachusetts
-$249K -570 Closed
SCP
2820
Seizert Capital Partners
Michigan
-$248K -567 Closed
CA
2821
Cornerstone Advisory
Maryland
-$242K -553 Closed
HCM
2822
Hudson Capital Management
New Jersey
-$236K -541 Closed
SPG
2823
Strategic Planning Group
Utah
-$236K -541 Closed
FA
2824
FC Advisory
Pennsylvania
-$233K -533 Closed
PFG
2825
Peterson Financial Group
Iowa
-$223K -511 Closed

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.