We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF

844 hedge funds and large institutions have $40.7B invested in Vanguard S&P 500 ETF in 2017 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 315 increasing their positions, 225 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

504% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 26

40% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 225

20% more call options, than puts

Call options by funds: $27M | Put options by funds: $22.5M

17% more funds holding

Funds holding: 720844 (+124)

17% more capital invested

Capital invested by funds: $34.9B → $40.7B (+$5.82B)

16% more funds holding in top 10

Funds holding in top 10: 154178 (+24)

1.63% more ownership

Funds ownership: 47.06%48.69% (+1.6%)

Holders
844
Holders Change
+124
Holders Change %
+17.22%
% of All Funds
19.14%
Holding in Top 10
178
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+15.58%
% of All Funds
4.04%
New
157
Increased
315
Reduced
225
Closed
26
Calls
$27M
Puts
$22.5M
Net Calls
+$4.54M
Net Calls Change
+$6.98M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
301
Anchor Investment Management
South Carolina
$4.81M +$1.41M +5,887 +43%
KPCM
302
Kings Point Capital Management
New York
$4.76M -$104K -437 -2%
IH
303
IFC Holdings
Florida
$4.72M +$1.06M +4,420 +30%
BSA
304
Braun Stacey Associates
New York
$4.67M +$472K +1,975 +12%
BRWA
305
B. Riley Wealth Advisors
Florida
$4.62M -$506K -2,117 -10%
AWA
306
AmeriServ Wealth Advisors
Pennsylvania
$4.53M +$4.44M +18,581 New
LNC
307
Lincoln National Corp
Pennsylvania
$4.52M +$3.15M +13,183 +252%
MFWM
308
Motley Fool Wealth Management
Virginia
$4.51M +$181K +759 +4%
HP
309
Hikari Power
Japan
$4.51M
SEI Investments
310
SEI Investments
Pennsylvania
$4.5M +$599K +2,507 +16%
BTW
311
Boston Trust Walden
Massachusetts
$4.42M +$161K +675 +4%
NIM
312
Northeast Investment Management
Massachusetts
$4.4M +$188K +787 +5%
TPWA
313
TRUE Private Wealth Advisors
Oregon
$4.38M +$4.27M +17,866 New
HFS
314
HL Financial Services
Kentucky
$4.38M +$13.4K +56 +0.3%
Axa
315
Axa
France
$4.36M
FNBOO
316
First National Bank of Omaha
Nebraska
$4.35M -$16.3K -68 -0.4%
RWMH
317
Riverpoint Wealth Management Holdings
Illinois
$4.33M +$30.4K +127 +0.7%
LA
318
Legacy Advisors
Pennsylvania
$4.31M +$1.03M +4,325 +33%
CCP
319
Clarkston Capital Partners
Michigan
$4.28M +$50K +209 +1%
FPCP
320
Fort Point Capital Partners
California
$4.26M +$2.58M +10,800 +164%
CAPTRUST Financial Advisors
321
CAPTRUST Financial Advisors
North Carolina
$4.23M +$1.64M +6,863 +66%
JPG
322
Jordan Park Group
California
$4.22M +$4.12M +17,223 New
MLIC
323
Mandatum Life Insurance Company
Finland
$4.21M
CAN
324
Cetera Advisor Networks
California
$4.19M -$43.7K -183 -1%
DAS
325
Dynamic Advisor Solutions
Arizona
$4.18M -$83.4K -349 -2%

VOO Hedge Fund Activity: Q4 2017 in Review

844 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q4 2017, worth a combined $40.7B — up 17% from $34.9B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new VOO positions and 26 closed out — a net gain of 131 holders — while 315 added to existing stakes and 225 trimmed.

The largest buyer was Bank of America, adding an estimated $1.31B. The largest seller was JP Morgan Chase, cutting an estimated $1.11B.

  • 844 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q4 2017, up from 720 in Q3 2017.
  • Funds reported $40.7B of Vanguard S&P 500 ETF stock for Q4 2017, up 17% quarter-over-quarter.
  • 157 funds opened new Vanguard S&P 500 ETF positions in Q4 2017 and 26 closed out, a net change of +131 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q4 2017 was Bank of America, an estimated $1.31B added.
  • The largest Vanguard S&P 500 ETF seller in Q4 2017 was JP Morgan Chase, an estimated $1.11B sold.

Based on aggregated 13F filings for Q4 2017.