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Vanguard S&P 500 ETF

1,348 hedge funds and large institutions have $60.7B invested in Vanguard S&P 500 ETF in 2019 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 534 increasing their positions, 338 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 282 | Existing positions closed: 47

58% more repeat investments, than reductions

Existing positions increased: 534 | Existing positions reduced: 338

20% more funds holding

Funds holding: 1,1261,348 (+222)

16% more funds holding in top 10

Funds holding in top 10: 231267 (+36)

4% more capital invested

Capital invested by funds: $58.2B → $60.7B (+$2.5B)

1.21% less ownership

Funds ownership: 48%46.79% (-1.2%)

62% less call options, than puts

Call options by funds: $95.2M | Put options by funds: $248M

Holders
1,348
Holders Change
+222
Holders Change %
+19.72%
% of All Funds
26.56%
Holding in Top 10
267
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+15.58%
% of All Funds
5.26%
New
282
Increased
534
Reduced
338
Closed
47
Calls
$95.2M
Puts
$248M
Net Calls
-$153M
Net Calls Change
-$52.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
401
MGO One Seven
Ohio
$6.73M +$590K +2,085 +10%
FAAS
402
First Allied Advisory Services
California
$6.71M +$573K +2,026 +10%
Luther King Capital Management (LKCM)
403
Luther King Capital Management (LKCM)
Texas
$6.61M
FUBT
404
First United Bank & Trust
Maryland
$6.56M +$638K +2,256 +11%
PMFA
405
Plante Moran Financial Advisors
Michigan
$6.46M -$3.89M -13,748 -39%
MLIC
406
Mandatum Life Insurance Company
Finland
$6.45M -$25.2K -89 -0.4%
CM
407
Columbus Macro
Pennsylvania
$6.44M
OIA
408
OneDigital Investment Advisors
Kansas
$6.43M +$73.3K +259 +1%
CB
409
Cadence Bank
Mississippi
$6.43M -$1.27M -4,480 -17%
CST
410
Charles Schwab Trust
Nevada
$6.41M +$514K +1,817 +9%
MWP
411
MYCIO Wealth Partners
Pennsylvania
$6.4M +$313K +1,107 +5%
IFWM
412
Institute for Wealth Management
Colorado
$6.32M -$362K -1,279 -6%
LAS
413
Lloyd Advisory Services
Georgia
$6.3M +$6.02M +21,287 New
SC
414
Scotia Capital
Ontario, Canada
$6.28M +$192K +677 +3%
Prudential Financial
415
Prudential Financial
New Jersey
$6.23M +$1.04M +3,687 +21%
CL
416
CPWM LLC
Washington
$6.21M +$2M +7,061 +51%
RIG
417
Roosevelt Investment Group
New York
$6.2M +$355K +1,256 +6%
Principal Financial Group
418
Principal Financial Group
Iowa
$6.2M +$307K +1,086 +5%
SMC
419
Smith, Moore & Co
Missouri
$6.17M +$363K +1,282 +7%
BSA
420
Braun Stacey Associates
New York
$6.13M +$31.7K +112 +0.5%
CIC
421
Carnegie Investment Counsel
Ohio
$6.05M +$165K +583 +3%
FFA
422
First Foundation Advisors
California
$6.02M +$49.2K +174 +0.9%
State Street
423
State Street
Massachusetts
$5.92M -$151K -534 -3%
BPCE
424
Bank Pictet & Cie (Europe)
Germany
$5.92M -$815K -2,880 -13%
PCTC
425
Perkins Coie Trust Company
Washington
$5.88M -$732K -2,587 -12%

VOO Hedge Fund Activity: Q4 2019 in Review

1,348 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q4 2019, worth a combined $60.7B — up 4.3% from $58.2B a quarter earlier.

Buyers outnumbered sellers: 282 funds opened new VOO positions and 47 closed out — a net gain of 235 holders — while 534 added to existing stakes and 338 trimmed.

The largest buyer was M&T Bank, adding an estimated $515M. The largest seller was Bank of America, cutting an estimated $4.57B.

  • 1,348 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q4 2019, up from 1,126 in Q3 2019.
  • Funds reported $60.7B of Vanguard S&P 500 ETF stock for Q4 2019, up 4.3% quarter-over-quarter.
  • 282 funds opened new Vanguard S&P 500 ETF positions in Q4 2019 and 47 closed out, a net change of +235 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q4 2019 was M&T Bank, an estimated $515M added.
  • The largest Vanguard S&P 500 ETF seller in Q4 2019 was Bank of America, an estimated $4.57B sold.

Based on aggregated 13F filings for Q4 2019.