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Vanguard S&P 500 ETF

2,928 hedge funds and large institutions have $199B invested in Vanguard S&P 500 ETF in 2024 Q3 according to their latest regulatory filings, with 209 funds opening new positions, 1,449 increasing their positions, 883 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 209 | Existing positions closed: 76

64% more repeat investments, than reductions

Existing positions increased: 1,449 | Existing positions reduced: 883

10% more capital invested

Capital invested by funds: $181B → $199B (+$17.7B)

3% more funds holding

Funds holding: 2,8302,928 (+98)

2% more funds holding in top 10

Funds holding in top 10: 665676 (+11)

0.78% less ownership

Funds ownership: 39.2%38.43% (-0.78%)

17% less call options, than puts

Call options by funds: $1.45B | Put options by funds: $1.75B

Holders
2,928
Holders Change
+98
Holders Change %
+3.46%
% of All Funds
42.04%
Holding in Top 10
676
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.65%
% of All Funds
9.71%
New
209
Increased
1,449
Reduced
883
Closed
76
Calls
$1.45B
Puts
$1.75B
Net Calls
-$302M
Net Calls Change
-$257M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
326
Perigon Wealth Management
California
$58.6M -$19.5M -38,448 -26%
CWM
327
Circle Wealth Management
New Jersey
$58.3M +$15.2M +29,939 +37%
BCI
328
Brinker Capital Investments
Pennsylvania
$57.7M +$11.9M +23,501 +27%
OPS
329
Orion Portfolio Solutions
Nebraska
$57.7M +$11.9M +23,501 +27%
CC
330
Centiva Capital
New York
$57.6M +$55.5M +109,250 New
BC
331
Brio Consultants
California
$57.5M +$776K +1,527 +1%
SF
332
Synovus Financial
Georgia
$56.8M +$27.4M +53,834 +100%
CW
333
Cook Wealth
North Carolina
$56.1M +$10.1M +19,894 +23%
SQA
334
Simon Quick Advisors
New Jersey
$55.9M +$3.38M +6,651 +7%
FFA
335
Fragasso Financial Advisors
Pennsylvania
$55M -$707K -1,391 -1%
TCWA
336
Turtle Creek Wealth Advisors
Texas
$54.6M -$1.85M -3,630 -3%
PG
337
Proffitt & Goodson
Tennessee
$54.5M +$2.94M +5,779 +6%
IWC
338
Integrated Wealth Concepts
Massachusetts
$54.4M +$1.58M +3,103 +3%
AG
339
AlTi Global
New York
$54.2M +$7.82M +15,391 +18%
Deutsche Bank
340
Deutsche Bank
Germany
$54.2M +$1.13M +2,232 +2%
RC
341
Roundview Capital
New Jersey
$53.9M +$1.59M +3,137 +3%
OL
342
Optas LLC
Texas
$53.9M +$621K +1,222 +1%
RG
343
Rathbones Group
United Kingdom
$53.9M -$594K -1,169 -1%
BP
344
Ballentine Partners
Massachusetts
$53.6M -$1.09M -2,136 -2%
JRP
345
Jasper Ridge Partners
California
$53.4M -$1.96M -3,863 -4%
BP
346
BCK Partners
New York
$53.2M +$17.8K +35 +0%
RFM
347
Royal Fund Management
Florida
$53.2M +$32.5M +63,970 +177%
MMA
348
Miracle Mile Advisors
California
$52.9M -$595K -1,171 -1%
TCM
349
Twele Capital Management
Minnesota
$51.9M +$1.05M +2,067 +2%
SPC
350
Sigma Planning Corp
Michigan
$51.5M +$2.07M +4,078 +4%

VOO Hedge Fund Activity: Q3 2024 in Review

2,928 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q3 2024, worth a combined $199B — up 9.8% from $181B a quarter earlier.

Buyers outnumbered sellers: 209 funds opened new VOO positions and 76 closed out — a net gain of 133 holders — while 1,449 added to existing stakes and 883 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $4.02B. The largest seller was Strategic Financial Concepts, cutting an estimated $3.68B.

  • 2,928 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q3 2024, up from 2,830 in Q2 2024.
  • Funds reported $199B of Vanguard S&P 500 ETF stock for Q3 2024, up 9.8% quarter-over-quarter.
  • 209 funds opened new Vanguard S&P 500 ETF positions in Q3 2024 and 76 closed out, a net change of +133 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $4.02B added.
  • The largest Vanguard S&P 500 ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $3.68B sold.

Based on aggregated 13F filings for Q3 2024.