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Vanguard S&P 500 ETF
VOO

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: 2,830 → 2,928 (+98)

2% more funds holding in top 10

Funds holding in top 10: 665 → 676 (+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

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$4.02B
2
JP Morgan Chase
JP Morgan Chase
New York
+$1.46B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.22B
4
Morgan Stanley
Morgan Stanley
New York
+$1.08B
5
ECM
Element Capital Management
New York
+$919M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$3.68B
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.29B
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$724M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$623M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$323M
Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
2901
Valued Wealth Advisors
Utah
$9K – – –
CPBTD
2902
Central Pacific Bank - Trust Division
Hawaii
$8.97K – – –
UCI
2903
Uncommon Cents Investing
Wisconsin
$7.92K +$7.63K +15 New
SFSG
2904
Sound Financial Strategies Group
Mississippi
$6.86K – – –
SR
2905
Syntax Research
Florida
$6.86K +$6.61K +13 New
RP
2906
Rice Partnership
Hawaii
$6.33K – – –
FFA
2907
Fairfield Financial Advisors
Massachusetts
$5.91K +$1.02K +2 +22%
ZRP
2908
Zynergy Retirement Planning
New Jersey
$5.28K – – –
MWM
2909
MGB Wealth Management
Texas
$5.28K – – –
BHWM
2910
Bay Harbor Wealth Management
Maryland
$4.25K – – –
CA
2911
Claris Advisors
Missouri
$3.69K +$3.56K +7 New
RWPA
2912
Richard W. Paul & Associates
Michigan
$3.21K – – –
RF
2913
Robbins Farley
New Hampshire
$3.17K -$3.05K -6 -50%
GC
2914
Gould Capital
Washington
$3.17K – – –
OLVIG
2915
Oliver Lagore Vanvalin Investment Group
Michigan
$2.64K -$62K -122 -96%
NA
2916
Nordwand Advisors
Pennsylvania
$2.64K – – –
WCM
2917
Westend Capital Management
California
$2.64K – – –
PCM
2918
Perritt Capital Management
Illinois
$2.64K +$2.54K +5 New
BFP
2919
Briaud Financial Planning
Texas
$2K – – –
C
2920
Covestor
United Kingdom
$2K – – –
PK
2921
Pflug Koory
Nebraska
$1.59K +$1.52K +3 New
PA
2922
PSI Advisors
Florida
$1.58K +$1.52K +3 New
RWA
2923
Redmont Wealth Advisors
Illinois
$1.06K – – –
LWA
2924
Lowe Wealth Advisors
Maryland
$1.05K – – –
FAM
2925
Flaharty Asset Management
Florida
$1.05K +$1.02K +2 New
115 116
117
118 119

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.