We are live on ! Find out more
VOO icon

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
UWPG
2826
Ullmann Wealth Partners Group
Florida
-$220K -503 Closed
MRCM
2827
M&R Capital Management
New Jersey
-$218K -498 Closed
ALWM
2828
Andrews Lucia Wealth Management
California
-$216K -494 Closed
TFF
2829
The Family Firm
Maryland
-$214K -490 Closed
EA
2830
Everpar Advisors
Oklahoma
-$213K -488 Closed
LWM
2831
Laidlaw Wealth Management
New York
-$205K -469 Closed
MFG
2832
Menard Financial Group
Texas
-$200K -458 Closed
RFA
2833
Resurgent Financial Advisors
Georgia
-$173K -396 Closed
NFA
2834
Northwest Financial Advisors
Virginia
-$126K -289 Closed
PS
2835
Planned Solutions
California
-$74.3K -170 Closed
AP
2836
Arlington Partners
Alabama
-$73.4K -168 Closed
DWA
2837
Dougherty Wealth Advisers
Minnesota
-$32.3K -74 Closed
GWMIA
2838
Global Wealth Management Investment Advisory
Florida
-$27.4K -63 Closed
LPP
2839
Life Planning Partners
Florida
-$25.3K -58 Closed
CTA
2840
Colonial Trust Advisors
South Carolina
-$12.8K -29 Closed
AIMA
2841
Ables Iannone Moore & Associates
Georgia
-$10.9K -25 Closed
MSWM
2842
McGlone Suttner Wealth Management
Wisconsin
-$7.86K -18 Closed
FBC
2843
Fairfield, Bush & Co
Connecticut
-$4.37K -10 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.