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Vanguard S&P 500 ETF

904 hedge funds and large institutions have $40.8B invested in Vanguard S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 394 increasing their positions, 263 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 37

50% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 263

20% more call options, than puts

Call options by funds: $57.4M | Put options by funds: $47.7M

3% more funds holding

Funds holding: 874904 (+30)

1% more capital invested

Capital invested by funds: $40.4B → $40.8B (+$433M)

0% more funds holding in top 10

Funds holding in top 10: 176176 (0)

0.17% less ownership

Funds ownership: 45.67%45.5% (-0.17%)

Holders
904
Holders Change
+30
Holders Change %
+3.43%
% of All Funds
20.7%
Holding in Top 10
176
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
4.03%
New
76
Increased
394
Reduced
263
Closed
37
Calls
$57.4M
Puts
$47.7M
Net Calls
+$9.66M
Net Calls Change
+$164K
Name Holding Trade Value Shares
Change
Change in
Stake
NB
276
NBT Bank
New York
$5.91M
EA
277
Edge Advisors
Georgia
$5.88M +$465K +1,874 +9%
BPCE
278
Bank Pictet & Cie (Europe)
Germany
$5.88M
VAM
279
Verity Asset Management
North Carolina
$5.86M +$1.52M +6,115 +35%
Cohen & Steers
280
Cohen & Steers
New York
$5.83M +$106K +429 +2%
CFMC
281
Curbstone Financial Management Corp
New Hampshire
$5.78M
Canada Life
282
Canada Life
Manitoba, Canada
$5.62M +$2.07M +8,359 +59%
LFAS
283
Level Four Advisory Services
Texas
$5.61M +$94.6K +381 +2%
SHCM
284
Stokes & Hubbell Capital Management
Louisiana
$5.58M -$19.9K -80 -0.4%
EA
285
Elm Advisors
California
$5.56M +$42K +169 +0.8%
NSIM
286
North Star Investment Management
Illinois
$5.5M -$1.99K -8 -0%
Betterment LLC
287
Betterment LLC
New York
$5.48M +$148K +595 +3%
ATC
288
Argent Trust Co
Tennessee
$5.46M +$29.5K +119 +0.5%
SGCA
289
Steel Grove Capital Advisors
Tennessee
$5.43M +$697K +2,809 +15%
FAAS
290
First Allied Advisory Services
California
$5.41M -$1.97M -7,951 -27%
AIM
291
Anchor Investment Management
South Carolina
$5.41M +$70.5K +284 +1%
KPAG
292
KLS Professional Advisors Group
New York
$5.28M +$923K +3,719 +21%
TFCP
293
Twin Focus Capital Partners
Massachusetts
$5.26M -$99.8K -402 -2%
State Street
294
State Street
Massachusetts
$5.24M +$420K +1,693 +9%
CBU
295
CIBC Bank USA
Illinois
$5.23M +$1.29M +5,214 +33%
KPCM
296
Kings Point Capital Management
New York
$5.14M -$34.5K -139 -0.7%
LSAG
297
Lake Street Advisors Group
New Hampshire
$5.14M +$798K +3,216 +19%
FFA
298
First Foundation Advisors
California
$5.05M
SAM
299
Securian Asset Management
Minnesota
$5.03M
CCA
300
Cobblestone Capital Advisors
New York
$4.92M -$186K -751 -4%

VOO Hedge Fund Activity: Q2 2018 in Review

904 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q2 2018, worth a combined $40.8B — up 1.1% from $40.4B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new VOO positions and 37 closed out — a net gain of 39 holders — while 394 added to existing stakes and 263 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $701M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $802M.

  • 904 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q2 2018, up from 874 in Q1 2018.
  • Funds reported $40.8B of Vanguard S&P 500 ETF stock for Q2 2018, up 1.1% quarter-over-quarter.
  • 76 funds opened new Vanguard S&P 500 ETF positions in Q2 2018 and 37 closed out, a net change of +39 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $701M added.
  • The largest Vanguard S&P 500 ETF seller in Q2 2018 was Varma Mutual Pension Insurance Co, an estimated $802M sold.

Based on aggregated 13F filings for Q2 2018.