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Vanguard S&P 500 ETF

2,830 hedge funds and large institutions have $181B invested in Vanguard S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 207 funds opening new positions, 1,295 increasing their positions, 912 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 88

42% more repeat investments, than reductions

Existing positions increased: 1,295 | Existing positions reduced: 912

8% more capital invested

Capital invested by funds: $168B → $181B (+$13.8B)

4% more funds holding in top 10

Funds holding in top 10: 640665 (+25)

3% more funds holding

Funds holding: 2,7472,830 (+83)

0.07% less ownership

Funds ownership: 39.27%39.2% (-0.07%)

5% less call options, than puts

Call options by funds: $964M | Put options by funds: $1.01B

Holders
2,830
Holders Change
+83
Holders Change %
+3.02%
% of All Funds
40.87%
Holding in Top 10
665
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+3.91%
% of All Funds
9.6%
New
207
Increased
1,295
Reduced
912
Closed
88
Calls
$964M
Puts
$1.01B
Net Calls
-$45.5M
Net Calls Change
-$219M
Name Holding Trade Value Shares
Change
Change in
Stake
HIP
401
HUB Investment Partners
Texas
$38.8M -$915K -1,902 -2%
IA
402
IFG Advisory
Georgia
$38.8M -$3.48M -7,222 -9%
ORL
403
Oak Root LLC
California
$38.5M -$591K -1,229 -2%
FWM
404
ForthRight Wealth Management
Georgia
$38.5M -$740K -1,537 -2%
TPCW
405
TD Private Client Wealth
New York
$38.4M +$169K +351 +0.5%
BHWM
406
Beaird Harris Wealth Management
Texas
$38.4M +$9.21M +19,132 +33%
Carson Wealth (CWM LLC)
407
Carson Wealth (CWM LLC)
Nebraska
$38.3M -$1.79M -3,710 -5%
BP
408
BBR Partners
New York
$37.9M +$89K +185 +0.2%
RWA
409
Rooted Wealth Advisors
Illinois
$37.9M +$2.91M +6,046 +9%
MWC
410
MBM Wealth Consultants
Missouri
$37.7M +$124K +258 +0.4%
LA
411
LM Advisors
California
$37.4M -$23.4M -48,551 -39%
JFG
412
JDM Financial Group
Texas
$37.1M +$1.41M +2,932 +4%
Legacy Financial Group (Iowa)
413
Legacy Financial Group (Iowa)
Iowa
$37.1M -$5.07M -10,530 -12%
HAS
414
HBW Advisory Services
California
$37M +$2.16M +4,485 +6%
AAM
415
Ameraudi Asset Management
New York
$37M -$553K -1,149 -2%
NIM
416
Northeast Investment Management
Massachusetts
$36.9M +$1.96M +4,079 +6%
OHIS
417
Oak Harvest Investment Services
Texas
$36.8M -$1.16M -2,411 -3%
PGWM
418
Parisi Gray Wealth Management
New Jersey
$36.6M -$154K -319 -0.4%
GRP
419
Global Retirement Partners
California
$36.3M +$1.63M +3,381 +5%
MWM
420
Modern Wealth Management
Kansas
$36.2M -$179K -373 -0.5%
MG
421
Mather Group
Illinois
$36.1M +$30M +62,310 +484%
RA
422
Resolute Advisors
California
$36.1M +$686K +1,425 +2%
TWC
423
TD Waterhouse Canada
Ontario, Canada
$35.9M +$9.7M +20,154 +39%
AWM
424
Apollon Wealth Management
South Carolina
$35.9M -$4.71M -9,778 -12%
SFA
425
Souders Financial Advisors
Ohio
$35.9M +$627K +1,303 +2%

VOO Hedge Fund Activity: Q2 2024 in Review

2,830 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q2 2024, worth a combined $181B — up 8.2% from $168B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new VOO positions and 88 closed out — a net gain of 119 holders — while 1,295 added to existing stakes and 912 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $3.48B. The largest seller was Global Assets Advisory, cutting an estimated $1.63B.

  • 2,830 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q2 2024, up from 2,747 in Q1 2024.
  • Funds reported $181B of Vanguard S&P 500 ETF stock for Q2 2024, up 8.2% quarter-over-quarter.
  • 207 funds opened new Vanguard S&P 500 ETF positions in Q2 2024 and 88 closed out, a net change of +119 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $3.48B added.
  • The largest Vanguard S&P 500 ETF seller in Q2 2024 was Global Assets Advisory, an estimated $1.63B sold.

Based on aggregated 13F filings for Q2 2024.