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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
RC
301
RegentAtlantic Capital
New Jersey
$13M +$59.1K +209 +0.5%
HWA
302
Hillcrest Wealth Advisors
New Jersey
$13M -$58.8K -208 -0.5%
CGL
303
Clarius Group LLC
Washington
$12.9M +$2.94M +10,406 +32%
RWA
304
Redhawk Wealth Advisors
Minnesota
$12.9M -$18.4K -65 -0.1%
MFP
305
Meridian Financial Partners
Virginia
$12.7M +$496K +1,754 +4%
BHWA
306
Beacon Harbor Wealth Advisors
Virginia
$12.7M +$260K +919 +2%
Berkshire Hathaway
307
Berkshire Hathaway
Nebraska
$12.7M +$12.2M +43,000 New
PG
308
Prostatis Group
Maryland
$12.7M +$12.1M +42,926 New
Cetera Investment Advisers
309
Cetera Investment Advisers
Illinois
$12.6M +$7M +24,734 +138%
EPA
310
Element Pointe Advisors
Florida
$12.5M -$154K -545 -1%
LNC
311
Lincoln National Corp
Pennsylvania
$11.9M +$4.97M +17,573 +78%
UCFA
312
United Capital Financial Advisors
Texas
$11.7M -$642K -2,270 -5%
ABC
313
Associated Banc-Corp
Wisconsin
$11.7M +$656K +2,319 +6%
EBT
314
Enterprise Bank & Trust
Massachusetts
$11.7M +$9.05K +32 +0.1%
FMII
315
Farmers & Merchants Investments Inc
Nebraska
$11.7M -$33.9K -120 -0.3%
PAI
316
Pittenger & Anderson Inc
Nebraska
$11.6M +$302K +1,069 +3%
MAM
317
Marotta Asset Management
Virginia
$11.6M +$11M +38,956 New
RWMH
318
Riverpoint Wealth Management Holdings
Illinois
$11.5M -$209K -739 -2%
PG
319
Proffitt & Goodson
Tennessee
$11.3M +$1.55M +5,467 +17%
LFA
320
Landmark Financial Advisors
Kentucky
$11.3M -$580K -2,050 -5%
TSW
321
Thompson Siegel & Walmsley
Virginia
$11.2M +$1.02M +3,591 +10%
NB
322
NBT Bank
New York
$11.2M
CAS
323
Cascadia Advisory Services
Oregon
$11.1M +$10.6M +37,433 New
VST
324
Van Strum & Towne
California
$11M +$421K +1,490 +4%
HTI
325
Hikari Tsushin Inc
Japan
$11M +$1.22M +4,330 +13%

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.