We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF

504 hedge funds and large institutions have $19B invested in Vanguard S&P 500 ETF in 2016 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 213 increasing their positions, 138 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 138

46% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 50

27% more call options, than puts

Call options by funds: $40.4M | Put options by funds: $31.9M

18% more funds holding in top 10

Funds holding in top 10: 93110 (+17)

8% more capital invested

Capital invested by funds: $17.6B → $19B (+$1.41B)

3% more funds holding

Funds holding: 491504 (+13)

0.18% more ownership

Funds ownership: 43.76%43.94% (+0.18%)

Holders
504
Holders Change
+13
Holders Change %
+2.65%
% of All Funds
13.43%
Holding in Top 10
110
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+18.28%
% of All Funds
2.93%
New
73
Increased
213
Reduced
138
Closed
50
Calls
$40.4M
Puts
$31.9M
Net Calls
+$8.52M
Net Calls Change
+$3.41M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
351
Private Trust Company
Ohio
$669K +$112K +624 +21%
DC
352
Davenport & Co
Virginia
$654K +$620K +3,467 New
SPC
353
Sigma Planning Corp
Michigan
$652K -$594K -3,322 -49%
FANJ
354
Financial Architects (New Jersey)
New Jersey
$636K -$1.25K -7 -0.2%
AFG
355
American Financial Group
Ohio
$636K
TAM
356
Tocqueville Asset Management
New York
$627K
CIC
357
Cornercap Investment Counsel
Georgia
$610K +$75.7K +423 +15%
RT
358
Rockland Trust
Massachusetts
$610K +$112K +625 +24%
FHC
359
First Heartland Consultants
Missouri
$609K
AAM
360
Aureus Asset Management
Massachusetts
$599K +$568K +3,175 New
Truist Financial
361
Truist Financial
North Carolina
$599K +$568K +3,175 New
SS
362
Simplicity Solutions
Minnesota
$598K +$304K +1,700 +116%
GWM
363
Geneos Wealth Management
Colorado
$590K +$557K +3,111 New
BPC
364
Banque Pictet & Cie
Switzerland
$580K -$606K -3,384 -52%
PNAA
365
Pictet North America Advisors
Switzerland
$580K -$606K -3,384 -52%
PFS
366
Prospera Financial Services
Texas
$569K +$106K +593 +24%
PFA
367
Paradigm Financial Advisors
Missouri
$558K +$1.61K +9 +0.3%
LNWWM
368
Laird Norton Wetherby Wealth Management
California
$554K -$28.6K -160 -5%
ADL
369
Asset Dedication LLC
California
$552K -$17.4K -97 -3%
WB
370
WesBanco Bank
West Virginia
$548K -$338K -1,888 -39%
AIIMS
371
Analyst IMS Investment Management Services
Israel
$541K +$100K +560 +24%
GW
372
GW & Wade
Massachusetts
$536K -$298K -1,668 -37%
BMM
373
Buffington Mohr McNeal
Idaho
$515K +$53.9K +301 +12%
BlackRock
374
BlackRock
New York
$510K -$12.9K -72 -3%
MWM
375
Mission Wealth Management
California
$507K +$148K +826 +44%

VOO Hedge Fund Activity: Q1 2016 in Review

504 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q1 2016, worth a combined $19B — up 8% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new VOO positions and 50 closed out — a net gain of 23 holders — while 213 added to existing stakes and 138 trimmed.

The largest buyer was Bank of America, adding an estimated $713M. The largest seller was Goldman Sachs, cutting an estimated $235M.

  • 504 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q1 2016, up from 491 in Q4 2015.
  • Funds reported $19B of Vanguard S&P 500 ETF stock for Q1 2016, up 8% quarter-over-quarter.
  • 73 funds opened new Vanguard S&P 500 ETF positions in Q1 2016 and 50 closed out, a net change of +23 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q1 2016 was Bank of America, an estimated $713M added.
  • The largest Vanguard S&P 500 ETF seller in Q1 2016 was Goldman Sachs, an estimated $235M sold.

Based on aggregated 13F filings for Q1 2016.