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Vanguard S&P 500 ETF

1,348 hedge funds and large institutions have $60.7B invested in Vanguard S&P 500 ETF in 2019 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 534 increasing their positions, 338 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 282 | Existing positions closed: 47

58% more repeat investments, than reductions

Existing positions increased: 534 | Existing positions reduced: 338

20% more funds holding

Funds holding: 1,1261,348 (+222)

16% more funds holding in top 10

Funds holding in top 10: 231267 (+36)

4% more capital invested

Capital invested by funds: $58.2B → $60.7B (+$2.5B)

1.21% less ownership

Funds ownership: 48%46.79% (-1.2%)

62% less call options, than puts

Call options by funds: $95.2M | Put options by funds: $248M

Holders
1,348
Holders Change
+222
Holders Change %
+19.72%
% of All Funds
26.56%
Holding in Top 10
267
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+15.58%
% of All Funds
5.26%
New
282
Increased
534
Reduced
338
Closed
47
Calls
$95.2M
Puts
$248M
Net Calls
-$153M
Net Calls Change
-$52.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ODIJL
276
One Day In July LLC
Vermont
$15M +$3.24M +11,452 +29%
BC
277
Brinker Capital
Pennsylvania
$14.9M +$782K +2,766 +6%
LSAG
278
Lake Street Advisors Group
New Hampshire
$14.9M +$3.86M +13,659 +37%
AA
279
Aufman Associates
Pennsylvania
$14.7M +$14M +49,592 New
CFB
280
Cullen/Frost Bankers
Texas
$14.6M +$11.6K +41 +0.1%
CPA
281
Clear Perspective Advisors
Illinois
$14.6M -$14.5M -51,411 -51%
GBT
282
Grove Bank & Trust
Florida
$14.6M -$2.14M -7,559 -13%
PNAA
283
Pictet North America Advisors
Switzerland
$14.5M -$85.4K -302 -0.6%
SGCA
284
Steel Grove Capital Advisors
Tennessee
$14.3M +$1.12M +3,959 +9%
Cohen & Steers
285
Cohen & Steers
New York
$14.2M +$1.02M +3,612 +8%
OC
286
Oppenheimer & Co
New York
$14.2M +$494K +1,747 +4%
PWS
287
Private Wealth Strategies
Ohio
$14.2M +$13.5M +47,886 New
SFPM
288
Sensible Financial Planning & Management
Massachusetts
$14.2M -$916K -3,238 -6%
TCM
289
Twin Capital Management
Pennsylvania
$14.1M -$625K -2,210 -4%
WA
290
Wilshire Advisors
California
$14.1M -$625K -2,210 -4%
RFC
291
Regions Financial Corp
Alabama
$13.9M +$304K +1,073 +2%
WJWM
292
Williams Jones Wealth Management
New York
$13.8M +$363K +1,283 +3%
HPWM
293
Highland Private Wealth Management
Washington
$13.7M +$793K +2,804 +6%
Lazard Asset Management
294
Lazard Asset Management
New York
$13.3M +$2.11M +7,468 +20%
BWM
295
BCS Wealth Management
Tennessee
$13.2M +$12.6M +44,719 New
CBU
296
CIBC Bank USA
Illinois
$13.1M +$1.28M +4,522 +11%
WTC
297
WhitTier Trust Company
Nevada
$13.1M -$76.4K -270 -0.6%
AWA
298
Arete Wealth Advisors
Illinois
$13.1M +$2.19M +7,758 +21%
SW
299
SlateStone Wealth
Florida
$13.1M -$13.9K -49 -0.1%
Betterment LLC
300
Betterment LLC
New York
$13M +$28K +99 +0.2%

VOO Hedge Fund Activity: Q4 2019 in Review

1,348 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q4 2019, worth a combined $60.7B — up 4.3% from $58.2B a quarter earlier.

Buyers outnumbered sellers: 282 funds opened new VOO positions and 47 closed out — a net gain of 235 holders — while 534 added to existing stakes and 338 trimmed.

The largest buyer was M&T Bank, adding an estimated $515M. The largest seller was Bank of America, cutting an estimated $4.57B.

  • 1,348 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q4 2019, up from 1,126 in Q3 2019.
  • Funds reported $60.7B of Vanguard S&P 500 ETF stock for Q4 2019, up 4.3% quarter-over-quarter.
  • 282 funds opened new Vanguard S&P 500 ETF positions in Q4 2019 and 47 closed out, a net change of +235 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q4 2019 was M&T Bank, an estimated $515M added.
  • The largest Vanguard S&P 500 ETF seller in Q4 2019 was Bank of America, an estimated $4.57B sold.

Based on aggregated 13F filings for Q4 2019.