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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
CW
351
CIC Wealth
Maryland
$51M +$2.22M +4,358 +5%
SWA
352
Safir Wealth Advisors
New Hampshire
$50.8M +$307K +603 +0.6%
AA
353
AJ Advisors
Tennessee
$50.8M +$1.64M +3,228 +3%
CIA
354
Choate Investment Advisors
Massachusetts
$50.6M +$34M +66,952 +231%
CFIA
355
Cantor Fitzgerald Investment Advisors
New York
$50.6M +$137K +269 +0.3%
SAI
356
Savvy Advisors Inc
New York
$50.6M +$29.5M +58,126 +154%
EWA
357
EP Wealth Advisors
California
$50.5M +$21.2M +41,779 +77%
FCH
358
Freestone Capital Holdings
Washington
$50.2M +$641K +1,262 +1%
SFA
359
Souders Financial Advisors
Ohio
$50.2M +$11.8M +23,241 +32%
LSA
360
Lansing Street Advisors
Pennsylvania
$50.1M +$5.56M +10,941 +13%
AA
361
Axiom Advisory
California
$50.1M +$8.4M +16,516 +20%
HSA
362
HBK Sorce Advisory
Pennsylvania
$50.1M -$86.9K -171 -0.2%
PFA
363
Pure Financial Advisors
California
$49.9M +$5.66M +11,138 +13%
FSA
364
Financial Sense Advisors
California
$49.8M -$1.2M -2,369 -2%
FCI
365
Financial Counselors Inc
Kansas
$49.8M +$441K +868 +0.9%
LFA
366
Level Financial Advisors
New York
$49.7M -$414K -814 -0.9%
CL
367
Choreo LLC
Illinois
$49.4M -$1.28M -2,512 -3%
JWM
368
Jackson Wealth Management
Florida
$49.4M +$7.57M +14,897 +19%
MA
369
Mutual Advisors
Nebraska
$49.2M +$858K +1,687 +2%
SL
370
Salomon & Ludwin
Virginia
$49.1M -$3.07M -6,037 -6%
KA
371
Kearns & Associates
California
$48.9M -$102K -200 -0.2%
RW
372
Rockport Wealth
Ohio
$48.9M +$47.1M +92,609 New
HWA
373
Hillcrest Wealth Advisors
New Jersey
$48.3M +$691K +1,360 +2%
SC
374
Scotia Capital
Ontario, Canada
$48.2M +$1.88M +3,704 +4%
CCM
375
Ciovacco Capital Management
Georgia
$48.2M +$4.91M +9,667 +12%

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.