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
GD
326
Grandfield & Dodd
New York
$4.15M +$132K +554 +3%
HK
327
Horizon Kinetics
New York
$4.04M -$48.5K -203 -1%
CFD
328
Creative Financial Designs
Indiana
$4.04M +$603K +2,521 +18%
FUBT
329
First United Bank & Trust
Maryland
$3.96M +$72.7K +304 +2%
MHIC
330
Marble Harbor Investment Counsel
Massachusetts
$3.94M
KFGK
331
Keystone Financial Group (Kentucky)
Kentucky
$3.92M +$3.78M +15,816 New
FHA
332
First Horizon Advisors
Tennessee
$3.91M +$153K +642 +4%
PCP
333
Proficio Capital Partners
Massachusetts
$3.87M
ST
334
Spinnaker Trust
Maine
$3.86M +$84.4K +353 +2%
RCM
335
RB Capital Management
Nevada
$3.84M +$31.3K +131 +0.8%
CG
336
Colony Group
Massachusetts
$3.84M +$21.7K +91 +0.6%
First Manhattan
337
First Manhattan
New York
$3.8M +$612K +2,560 +20%
Cohen & Steers
338
Cohen & Steers
New York
$3.79M -$4.95M -20,721 -57%
FF
339
Friedenthal Financial
New Jersey
$3.78M -$153K -642 -4%
PCTC
340
Perkins Coie Trust Company
Washington
$3.77M -$21.5K -90 -0.6%
CF
341
Centaurus Financial
California
$3.76M +$3.66M +15,323 New
FA
342
FDx Advisors
Illinois
$3.75M +$73.9K +309 +2%
SWM
343
SVA Wealth Management
Wisconsin
$3.74M -$431K -1,804 -11%
SMC
344
Smith, Moore & Co
Missouri
$3.59M -$17K -71 -0.5%
CIBC World Market
345
CIBC World Market
Ontario, Canada
$3.56M +$1.57M +6,560 +83%
KPAG
346
KLS Professional Advisors Group
New York
$3.55M +$3.46M +14,459 New
CBU
347
CIBC Bank USA
Illinois
$3.53M +$346K +1,446 +11%
CWM
348
Concentric Wealth Management
California
$3.52M +$1.67K +7 +0%
CIC
349
Carnegie Investment Counsel
Ohio
$3.48M +$105K +438 +3%
PFM
350
Phillips Financial Management
Indiana
$3.46M +$13.4K +56 +0.4%

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.