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Vanguard S&P 500 ETF

2,747 hedge funds and large institutions have $168B invested in Vanguard S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 216 funds opening new positions, 1,312 increasing their positions, 906 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 216 | Existing positions closed: 93

45% more repeat investments, than reductions

Existing positions increased: 1,312 | Existing positions reduced: 906

13% more call options, than puts

Call options by funds: $1.52B | Put options by funds: $1.35B

10% more capital invested

Capital invested by funds: $152B → $168B (+$15.8B)

3% more funds holding

Funds holding: 2,6642,747 (+83)

2% more funds holding in top 10

Funds holding in top 10: 628640 (+12)

2.22% less ownership

Funds ownership: 41.5%39.27% (-2.2%)

Holders
2,747
Holders Change
+83
Holders Change %
+3.12%
% of All Funds
39.57%
Holding in Top 10
640
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+1.91%
% of All Funds
9.22%
New
216
Increased
1,312
Reduced
906
Closed
93
Calls
$1.52B
Puts
$1.35B
Net Calls
+$174M
Net Calls Change
-$63.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GFG
301
Goldstone Financial Group
Illinois
$58.2M +$1.73M +3,780 +3%
PLU
302
Performa Ltd (US)
South Carolina
$58.1M +$6.75M +14,740 +14%
AAS
303
Avantax Advisory Services
Texas
$57.9M -$1.71M -3,739 -3%
Canada Life
304
Canada Life
Manitoba, Canada
$57.6M -$3.85M -8,420 -7%
IL
305
Investure LLC
Virginia
$56.9M -$24.5M -53,473 -31%
OWP
306
Obermeyer Wealth Partners
Colorado
$56.3M +$8.32M +18,184 +18%
JWM
307
Jackson Wealth Management
Florida
$56.2M -$1.61M -3,515 -3%
MIC
308
Means Investment Company
Maine
$56.1M +$5.62M +12,275 +12%
HNB
309
Huntington National Bank
Ohio
$55.2M
FA
310
Fiducient Advisors
Illinois
$54.8M -$3.15M -6,881 -6%
CA
311
CoreCap Advisors
Michigan
$54.8M +$1.27M +2,782 +3%
ELI
312
Empire Life Investments
Ontario, Canada
$54.5M -$2.9M -6,330 -5%
EP
313
Eudaimonia Partners
Tennessee
$54.3M +$4.68M +10,235 +10%
JRP
314
Jasper Ridge Partners
California
$54.2M -$3.11M -6,798 -6%
FW
315
Fidato Wealth
Ohio
$53.7M -$1.16M -2,543 -2%
NFG
316
Nadler Financial Group
Illinois
$53.5M +$747K +1,633 +1%
PNC Financial Services Group
317
PNC Financial Services Group
Pennsylvania
$53.4M -$4.14M -9,037 -8%
Wellington Management Group
318
Wellington Management Group
Massachusetts
$53M +$8.68M +18,956 +21%
SAM
319
Secure Asset Management
Michigan
$52.9M +$5.06M +11,059 +11%
BP
320
Ballentine Partners
Massachusetts
$51.9M -$528K -1,154 -1%
BC
321
Brio Consultants
California
$51.7M -$825K -1,802 -2%
FFA
322
Fragasso Financial Advisors
Pennsylvania
$51.6M -$33.4K -73 -0.1%
DWP
323
Daymark Wealth Partners
Ohio
$51.5M +$9.87M +21,565 +25%
F4L
324
Fortune 45 LLC
Louisiana
$50.7M +$1.84M +4,010 +4%
Deutsche Bank
325
Deutsche Bank
Germany
$50.7M +$9.89M +21,600 +26%

VOO Hedge Fund Activity: Q1 2024 in Review

2,747 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q1 2024, worth a combined $168B — up 10% from $152B a quarter earlier.

Buyers outnumbered sellers: 216 funds opened new VOO positions and 93 closed out — a net gain of 123 holders — while 1,312 added to existing stakes and 906 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $4.76B. The largest seller was Morgan Stanley, cutting an estimated $7.64B.

  • 2,747 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q1 2024, up from 2,664 in Q4 2023.
  • Funds reported $168B of Vanguard S&P 500 ETF stock for Q1 2024, up 10% quarter-over-quarter.
  • 216 funds opened new Vanguard S&P 500 ETF positions in Q1 2024 and 93 closed out, a net change of +123 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $4.76B added.
  • The largest Vanguard S&P 500 ETF seller in Q1 2024 was Morgan Stanley, an estimated $7.64B sold.

Based on aggregated 13F filings for Q1 2024.