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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
NPT
326
National Philanthropic Trust
Pennsylvania
$50.6M +$14.2M +31,040 +42%
KPWS
327
Kestra Private Wealth Services
Texas
$50.3M +$13M +28,408 +37%
CFIA
328
Cantor Fitzgerald Investment Advisors
New York
$50M -$1.49M -3,245 -3%
PIA
329
Pinion Investment Advisors
Kansas
$49.8M +$4.94M +10,804 +12%
New York State Common Retirement Fund
330
New York State Common Retirement Fund
New York
$49.4M -$15.2M -33,185 -24%
BP
331
BCK Partners
New York
$49.4M -$864K -1,888 -2%
RG
332
Rathbones Group
United Kingdom
$49M -$181K -396 -0.4%
OL
333
Optas LLC
Texas
$48M +$1.8M +3,940 +4%
TCWA
334
Turtle Creek Wealth Advisors
Texas
$47.2M +$16.6M +36,346 +59%
A
335
Allianz
Germany
$47.2M +$44.9M +98,122 New
KV
336
Kickstand Ventures
New York
$47.1M -$3.5M -7,653 -7%
IWC
337
Integrated Wealth Concepts
Massachusetts
$47M +$5.31M +11,609 +13%
SWA
338
Safir Wealth Advisors
New Hampshire
$47M +$1.3M +2,834 +3%
TCM
339
Twele Capital Management
Minnesota
$46.6M -$1.75M -3,825 -4%
RC
340
Roundview Capital
New Jersey
$46.5M -$54.9K -120 -0.1%
LFA
341
Level Financial Advisors
New York
$46.4M -$704K -1,538 -2%
GIA
342
Gladstone Institutional Advisory
Florida
$46.3M +$1.01M +2,212 +2%
PG
343
Proffitt & Goodson
Tennessee
$46.2M +$948K +2,071 +2%
HSA
344
HBK Sorce Advisory
Pennsylvania
$45.9M -$48.1K -105 -0.1%
SC
345
Scotia Capital
Ontario, Canada
$45.8M -$920K -2,010 -2%
FCH
346
Freestone Capital Holdings
Washington
$45M +$1.1M +2,399 +3%
KA
347
Kearns & Associates
California
$44.8M -$600K -1,312 -1%
IRAG
348
Investment Research & Advisory Group
Georgia
$44.8M -$2.69M -5,878 -6%
JWCA
349
J.W. Cole Advisors
Florida
$44.7M +$27.7M +60,530 +186%
PCP
350
Proficio Capital Partners
Massachusetts
$44.5M -$22.3M -48,827 -35%

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.