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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
MFWM
301
Motley Fool Wealth Management
Virginia
$4.91M +$294K +1,183 +6%
C
302
Clearshares
New York
$4.89M -$115K -464 -2%
BTW
303
Boston Trust Walden
Massachusetts
$4.88M +$16.1K +65 +0.3%
ZF
304
Zhang Financial
Michigan
$4.86M +$11.9K +48 +0.2%
FPS
305
Fieldpoint Private Securities
Connecticut
$4.86M -$1.04M -4,209 -18%
KM
306
Kalos Management
Georgia
$4.82M
DWM
307
Destination Wealth Management
California
$4.81M -$439K -1,770 -8%
NIM
308
Northeast Investment Management
Massachusetts
$4.8M +$267K +1,075 +6%
HA
309
Harfst & Associates
Wyoming
$4.75M -$26.6K -107 -0.6%
HFS
310
HL Financial Services
Kentucky
$4.74M +$46.7K +188 +1%
DDC
311
DF Dent & Co
Maryland
$4.7M -$1.02M -4,090 -18%
TPWA
312
TRUE Private Wealth Advisors
Oregon
$4.65M -$4.47K -18 -0.1%
SEI Investments
313
SEI Investments
Pennsylvania
$4.63M -$39K -157 -0.8%
BSA
314
Braun Stacey Associates
New York
$4.63M -$108K -435 -2%
RWMH
315
Riverpoint Wealth Management Holdings
Illinois
$4.59M +$167K +672 +4%
CCP
316
Clarkston Capital Partners
Michigan
$4.57M +$38.5K +155 +0.9%
CFD
317
Creative Financial Designs
Indiana
$4.57M +$65.3K +263 +1%
MLIC
318
Mandatum Life Insurance Company
Finland
$4.55M
MA
319
Mutual Advisors
Nebraska
$4.53M -$134K -540 -3%
CC
320
Chanos & Company
New York
$4.51M +$470K +1,893 +12%
FPCP
321
Fort Point Capital Partners
California
$4.49M -$681K -2,744 -13%
LA
322
Legacy Advisors
Pennsylvania
$4.41M
JPG
323
Jordan Park Group
California
$4.32M
FUBT
324
First United Bank & Trust
Maryland
$4.28M +$122K +490 +3%
ST
325
Spinnaker Trust
Maine
$4.28M +$89.1K +359 +2%

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.