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Vanguard S&P 500 ETF

2,830 hedge funds and large institutions have $181B invested in Vanguard S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 207 funds opening new positions, 1,295 increasing their positions, 912 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 88

42% more repeat investments, than reductions

Existing positions increased: 1,295 | Existing positions reduced: 912

8% more capital invested

Capital invested by funds: $168B → $181B (+$13.8B)

4% more funds holding in top 10

Funds holding in top 10: 640665 (+25)

3% more funds holding

Funds holding: 2,7472,830 (+83)

0.07% less ownership

Funds ownership: 39.27%39.2% (-0.07%)

5% less call options, than puts

Call options by funds: $964M | Put options by funds: $1.01B

Holders
2,830
Holders Change
+83
Holders Change %
+3.02%
% of All Funds
40.87%
Holding in Top 10
665
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+3.91%
% of All Funds
9.6%
New
207
Increased
1,295
Reduced
912
Closed
88
Calls
$964M
Puts
$1.01B
Net Calls
-$45.5M
Net Calls Change
-$219M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
2826
Nordwand Advisors
Pennsylvania
$2.5K
BFP
2827
Briaud Financial Planning
Texas
$2K
C
2828
Covestor
United Kingdom
$2K
LFA
2829
Legend Financial Advisors
Pennsylvania
$1.5K +$1.44K +3 New
PI
2830
PEAK6 Investments
Illinois
$1.3K -$342K -710 -100%
RWA
2831
Redmont Wealth Advisors
Illinois
$1K
LWA
2832
Lowe Wealth Advisors
Maryland
$1K
TFA
2833
Transamerica Financial Advisors
Florida
$1K
WSC
2834
Wellington Shields & Co
New York
$500
NC
2835
NewSquare Capital
Pennsylvania
$435
CSIA
2836
Charles Schwab Investment Advisory
California
-$574M -1,193,977 Closed
PS
2837
Portfolio Strategies
New York
-$132M -275,184 Closed
TWM
2838
Trevian Wealth Management
Massachusetts
-$74.5M -154,951 Closed
EW
2839
Evoke Wealth
California
-$64.7M -134,647 Closed
CA
2840
CoreCap Advisors
Michigan
-$54.8M -113,937 Closed
OFS
2841
OneAscent Financial Services
Alabama
-$43.8M -91,033 Closed
LNC
2842
Lincoln National Corp
Pennsylvania
-$36.4M -75,824 Closed
LWMNY
2843
Landmark Wealth Management (New York)
New York
-$33M -68,727 Closed
CPA
2844
Cardiff Park Advisors
California
-$30.6M -63,707 Closed
GS
2845
GTS Securities
New York
-$24.6M -51,068 Closed
NSLI
2846
Nan Shan Life Insurance
Taiwan
-$22.6M -46,979 Closed
KFGK
2847
Keystone Financial Group (Kentucky)
Kentucky
-$17.3M -36,066 Closed
BWM
2848
BCS Wealth Management
Tennessee
-$16.2M -33,694 Closed
BFAG
2849
Blackston Financial Advisory Group
Florida
-$14.2M -29,567 Closed
Susquehanna International Group
2850
Susquehanna International Group
Pennsylvania
-$12.3M -25,626 Closed

VOO Hedge Fund Activity: Q2 2024 in Review

2,830 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q2 2024, worth a combined $181B — up 8.2% from $168B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new VOO positions and 88 closed out — a net gain of 119 holders — while 1,295 added to existing stakes and 912 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $3.48B. The largest seller was Global Assets Advisory, cutting an estimated $1.63B.

  • 2,830 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q2 2024, up from 2,747 in Q1 2024.
  • Funds reported $181B of Vanguard S&P 500 ETF stock for Q2 2024, up 8.2% quarter-over-quarter.
  • 207 funds opened new Vanguard S&P 500 ETF positions in Q2 2024 and 88 closed out, a net change of +119 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $3.48B added.
  • The largest Vanguard S&P 500 ETF seller in Q2 2024 was Global Assets Advisory, an estimated $1.63B sold.

Based on aggregated 13F filings for Q2 2024.