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Vanguard S&P 500 ETF

844 hedge funds and large institutions have $40.7B invested in Vanguard S&P 500 ETF in 2017 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 315 increasing their positions, 225 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

504% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 26

40% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 225

20% more call options, than puts

Call options by funds: $27M | Put options by funds: $22.5M

17% more funds holding

Funds holding: 720844 (+124)

17% more capital invested

Capital invested by funds: $34.9B → $40.7B (+$5.82B)

16% more funds holding in top 10

Funds holding in top 10: 154178 (+24)

1.63% more ownership

Funds ownership: 47.06%48.69% (+1.6%)

Holders
844
Holders Change
+124
Holders Change %
+17.22%
% of All Funds
19.14%
Holding in Top 10
178
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+15.58%
% of All Funds
4.04%
New
157
Increased
315
Reduced
225
Closed
26
Calls
$27M
Puts
$22.5M
Net Calls
+$4.54M
Net Calls Change
+$6.98M
Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
401
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.19M +$149K +622 +7%
GCA
402
Gradient Capital Advisors
California
$2.12M +$2.07M +8,649 New
Comerica Bank
403
Comerica Bank
Texas
$2.07M -$172K -718 -8%
BWAM
404
Boyd Watterson Asset Management
Ohio
$2.06M
OPCM
405
Osborne Partners Capital Management
California
$2.06M +$2.01M +8,416 New
AFM
406
Andesa Financial Management
Pennsylvania
$2.06M +$2.01M +8,411 New
MA
407
Mutual Advisors
Nebraska
$2.06M +$2.01M +8,401 New
MWM
408
Mission Wealth Management
California
$2.03M +$384K +1,607 +24%
CTA
409
Chesley Taft & Associates
Illinois
$2.03M -$20.8K -87 -1%
HFM
410
Harvest Fund Management
China
$2.03M -$299K -1,249 -13%
WF
411
Welch & Forbes
Massachusetts
$2.01M
FHB
412
First Hawaiian Bank
Hawaii
$1.98M -$139K -581 -7%
AC
413
Abbrea Capital
California
$1.98M +$190K +794 +11%
AIC
414
Ayalon Insurance Company
Israel
$1.97M +$1.92M +8,019 New
BBPWM
415
Blue Bell Private Wealth Management
Pennsylvania
$1.96M -$118K -495 -6%
ECM
416
Evergreen Capital Management
Washington
$1.92M +$1.87M +7,821 New
SC
417
Stratford Consulting
Texas
$1.9M -$18.4K -77 -1%
MCTIC
418
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$1.88M
SLG
419
Stanley-Laman Group
Pennsylvania
$1.87M -$179K -750 -9%
GP
420
Girard Partners
Pennsylvania
$1.86M +$291K +1,217 +19%
A
421
AdvicePeriod
California
$1.86M +$1.81M +7,593 New
DADC
422
D.A. Davidson & Co
Montana
$1.85M -$813K -3,400 -31%
SNBOSD
423
Security National Bank of So Dak
Iowa
$1.85M +$1.81M +7,558 New
BTIS
424
BB&T Investment Services
North Carolina
$1.84M +$529K +2,215 +42%
OIA
425
OneDigital Investment Advisors
Kansas
$1.84M +$1.87M +7,838 +7,537%

VOO Hedge Fund Activity: Q4 2017 in Review

844 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q4 2017, worth a combined $40.7B — up 17% from $34.9B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new VOO positions and 26 closed out — a net gain of 131 holders — while 315 added to existing stakes and 225 trimmed.

The largest buyer was Bank of America, adding an estimated $1.31B. The largest seller was JP Morgan Chase, cutting an estimated $1.11B.

  • 844 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q4 2017, up from 720 in Q3 2017.
  • Funds reported $40.7B of Vanguard S&P 500 ETF stock for Q4 2017, up 17% quarter-over-quarter.
  • 157 funds opened new Vanguard S&P 500 ETF positions in Q4 2017 and 26 closed out, a net change of +131 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q4 2017 was Bank of America, an estimated $1.31B added.
  • The largest Vanguard S&P 500 ETF seller in Q4 2017 was JP Morgan Chase, an estimated $1.11B sold.

Based on aggregated 13F filings for Q4 2017.