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Vanguard S&P 500 ETF

3,321 hedge funds and large institutions have $232B invested in Vanguard S&P 500 ETF in 2024 Q4 according to their latest regulatory filings, with 529 funds opening new positions, 1,555 increasing their positions, 894 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

570% more first-time investments, than exits

New positions opened: 529 | Existing positions closed: 79

74% more repeat investments, than reductions

Existing positions increased: 1,555 | Existing positions reduced: 894

18% more funds holding in top 10

Funds holding in top 10: 676797 (+121)

16% more capital invested

Capital invested by funds: $199B → $232B (+$32.8B)

13% more funds holding

Funds holding: 2,9273,321 (+394)

1.5% more ownership

Funds ownership: 38.42%39.93% (+1.5%)

8% more call options, than puts

Call options by funds: $1.6B | Put options by funds: $1.48B

Holders
3,321
Holders Change
+394
Holders Change %
+13.46%
% of All Funds
43.74%
Holding in Top 10
797
Holding in Top 10 Change
+121
Holding in Top 10 Change %
+17.9%
% of All Funds
10.5%
New
529
Increased
1,555
Reduced
894
Closed
79
Calls
$1.6B
Puts
$1.48B
Net Calls
+$121M
Net Calls Change
+$423M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
3301
Ross\Johnson & Associates
Minnesota
$6.88K +$7.04K +13 New
RP
3302
Rice Partnership
Hawaii
$6.47K
FFA
3303
Fairfield Financial Advisors
Massachusetts
$6.08K
MWM
3304
MGB Wealth Management
Texas
$5.39K
ZRP
3305
Zynergy Retirement Planning
New Jersey
$5.28K
NS
3306
NBC Securities
Alabama
$4.97K -$4.74M -8,753 -100%
BCPWM
3307
Bradley & Co Private Wealth Management
Florida
$4.85K +$4.88K +9 New
BHWM
3308
Bay Harbor Wealth Management
Maryland
$4.35K
CPL
3309
Capital & Planning LLC
Georgia
$3.77K +$3.79K +7 New
DCM
3310
Davidson Capital Management
Texas
$3.77K +$3.79K +7 New
GC
3311
Gould Capital
Washington
$3.23K
RF
3312
Robbins Farley
New Hampshire
$3.23K
PWA
3313
Principia Wealth Advisory
Texas
$3.23K +$3.25K +6 New
PCM
3314
Perritt Capital Management
Illinois
$2.69K
BT
3315
Banque Transatlantique
France
$2.68K +$2.71K +5 New
PIS
3316
POM Investment Strategies
North Carolina
$2.15K +$2.17K +4 New
C
3317
Covestor
United Kingdom
$2K
PK
3318
Pflug Koory
Nebraska
$1.63K
PA
3319
PSI Advisors
Florida
$1.63K +$542 +1 +33%
HI
3320
Hoey Investments
Pennsylvania
$1.62K +$1.63K +3 New
DMIC
3321
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.62K +$1.63K +3 New
LFA
3322
Legend Financial Advisors
Pennsylvania
$1.62K +$1.63K +3 New
MAM
3323
Marquette Asset Management
Minnesota
$1.08K -$36.3K -67 -97%
LWA
3324
Lowe Wealth Advisors
Maryland
$1.08K
EPIM
3325
Evelyn Partners Investment Management
$1.08K +$1.08K +2 New

VOO Hedge Fund Activity: Q4 2024 in Review

3,321 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q4 2024, worth a combined $232B — up 16% from $199B a quarter earlier.

Buyers outnumbered sellers: 529 funds opened new VOO positions and 79 closed out — a net gain of 450 holders — while 1,555 added to existing stakes and 894 trimmed.

The largest buyer was California Public Employees Retirement System, opening a new position worth an estimated $9.25B. The largest seller was International Assets Investment Management, cutting an estimated $4.28B.

  • 3,321 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q4 2024, up from 2,927 in Q3 2024.
  • Funds reported $232B of Vanguard S&P 500 ETF stock for Q4 2024, up 16% quarter-over-quarter.
  • 529 funds opened new Vanguard S&P 500 ETF positions in Q4 2024 and 79 closed out, a net change of +450 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q4 2024 was California Public Employees Retirement System, an estimated $9.25B added.
  • The largest Vanguard S&P 500 ETF seller in Q4 2024 was International Assets Investment Management, an estimated $4.28B sold.

Based on aggregated 13F filings for Q4 2024.