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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
MMA
351
Miracle Mile Advisors
California
$44.2M +$8.99M +19,645 +27%
FTS
352
Fifth Third Securities
Ohio
$44.2M -$192K -420 -0.5%
SPC
353
Sigma Planning Corp
Michigan
$44M +$24.7M +54,065 +144%
HIF
354
Hill Island Financial
Michigan
$43.8M -$1.49M -3,247 -3%
CPW
355
Crestmont Private Wealth
Texas
$43.8M -$2.66M -5,802 -6%
OFS
356
OneAscent Financial Services
Alabama
$43.8M +$14.3M +31,188 +52%
SSWM
357
Sheets Smith Wealth Management
North Carolina
$43.7M +$41.7M +91,008 New
SC
358
Steph & Co
Wisconsin
$43.6M +$256K +560 +0.6%
FCI
359
Financial Counselors Inc
Kansas
$43.5M -$9.96M -21,758 -19%
SMA
360
Sage Mountain Advisors
Georgia
$43.5M -$34.3K -75 -0.1%
HWA
361
Hillcrest Wealth Advisors
New Jersey
$43.5M -$1.74M -3,810 -4%
AA
362
AJ Advisors
Tennessee
$42.9M +$1.58M +3,447 +4%
RFC
363
Regions Financial Corp
Alabama
$42.7M +$657K +1,436 +2%
CTC
364
Central Trust Company
Missouri
$42.5M +$3.71M +8,096 +10%
3IP
365
3Chopt Investment Partners
Virginia
$42.4M +$167K +364 +0.4%
AIP
366
Ameritas Investment Partners
Nebraska
$42.4M -$2.97M -6,498 -7%
AAMA
367
Advanced Asset Management Advisors
Ohio
$42.4M -$91.5K -200 -0.2%
DK
368
David Kennon
Florida
$42.3M -$568K -1,240 -1%
CW
369
CIC Wealth
Maryland
$42.2M +$4.52M +9,886 +13%
BHB
370
Bank Hapoalim BM
Israel
$42.1M +$32.6M +71,122 +433%
CG
371
CFO4Life Group
Texas
$42M +$898K +1,963 +2%
SC
372
Sierra Capital
Florida
$41.9M -$1.95M -4,255 -5%
SAM
373
Sompo Asset Management
Japan
$41.8M -$768K -1,679 -2%
TF
374
Trek Financial
Arizona
$41.5M +$846K +1,848 +2%
AG
375
AlTi Global
New York
$41M +$125K +274 +0.3%

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.