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Vanguard S&P 500 ETF

904 hedge funds and large institutions have $40.8B invested in Vanguard S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 394 increasing their positions, 263 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 37

50% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 263

20% more call options, than puts

Call options by funds: $57.4M | Put options by funds: $47.7M

3% more funds holding

Funds holding: 874904 (+30)

1% more capital invested

Capital invested by funds: $40.4B → $40.8B (+$433M)

0% more funds holding in top 10

Funds holding in top 10: 176176 (0)

0.17% less ownership

Funds ownership: 45.67%45.5% (-0.17%)

Holders
904
Holders Change
+30
Holders Change %
+3.43%
% of All Funds
20.7%
Holding in Top 10
176
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
4.03%
New
76
Increased
394
Reduced
263
Closed
37
Calls
$57.4M
Puts
$47.7M
Net Calls
+$9.66M
Net Calls Change
+$164K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
376
AmeriServ Wealth Advisors
Pennsylvania
$3.12M -$2.09M -8,435 -40%
Victory Capital Management
377
Victory Capital Management
Texas
$3.07M +$74.5K +300 +3%
SLT
378
St Louis Trust
Missouri
$3.01M +$890K +3,584 +42%
PP
379
Patten & Patten
Tennessee
$2.98M -$527K -2,123 -15%
FNT
380
First National Trust
Pennsylvania
$2.98M +$226K +909 +8%
BPC
381
Banque Pictet & Cie
Switzerland
$2.98M +$1.12M +4,527 +61%
TSW
382
Thompson Siegel & Walmsley
Virginia
$2.96M +$598K +2,410 +25%
FHA
383
First Horizon Advisors
Tennessee
$2.94M -$59.6K -240 -2%
Axa
384
Axa
France
$2.93M -$745K -3,000 -20%
SWPG
385
Strategic Wealth Partners Group
Illinois
$2.9M -$64.8K -261 -1%
AC
386
Abbrea Capital
California
$2.9M +$505K +2,035 +21%
JT
387
Jump Trading
Illinois
$2.86M +$2.84M +11,460 New
GH
388
GAM Holding
Switzerland
$2.84M -$372K -1,500 -12%
TA
389
Tiedemann Advisors
New York
$2.84M -$110K -445 -4%
HTC
390
Haverford Trust Company
Pennsylvania
$2.84M -$1.49K -6 -0.1%
BA
391
Boston Advisors
Massachusetts
$2.82M -$872K -3,512 -24%
EWM
392
Evercore Wealth Management
New York
$2.81M
IFAM
393
Institutional & Family Asset Management
Colorado
$2.78M +$2.77M +11,143 +85,715%
WT
394
Washington Trust
Rhode Island
$2.75M +$2.73M +11,008 New
LWAC
395
Laurel Wealth Advisors (California)
California
$2.74M +$436K +1,758 +19%
KWM
396
Kingsview Wealth Management
Oregon
$2.72M -$283K -1,141 -9%
MWP
397
MYCIO Wealth Partners
Pennsylvania
$2.7M +$366K +1,473 +16%
EHC
398
Everett Harris & Co
California
$2.66M +$2.48K +10 +0.1%
ECM
399
Evergreen Capital Management
Washington
$2.64M +$612K +2,467 +30%
IFA
400
Interactive Financial Advisors
Illinois
$2.62M -$589K -2,372 -18%

VOO Hedge Fund Activity: Q2 2018 in Review

904 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q2 2018, worth a combined $40.8B — up 1.1% from $40.4B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new VOO positions and 37 closed out — a net gain of 39 holders — while 394 added to existing stakes and 263 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $701M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $802M.

  • 904 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q2 2018, up from 874 in Q1 2018.
  • Funds reported $40.8B of Vanguard S&P 500 ETF stock for Q2 2018, up 1.1% quarter-over-quarter.
  • 76 funds opened new Vanguard S&P 500 ETF positions in Q2 2018 and 37 closed out, a net change of +39 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $701M added.
  • The largest Vanguard S&P 500 ETF seller in Q2 2018 was Varma Mutual Pension Insurance Co, an estimated $802M sold.

Based on aggregated 13F filings for Q2 2018.