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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
POIA
426
Pin Oak Investment Advisors
Texas
$2.11M
BWAM
427
Boyd Watterson Asset Management
Ohio
$2.1M
MCTIC
428
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.09M
Cetera Investment Advisers
429
Cetera Investment Advisers
Illinois
$2.09M +$296K +1,191 +16%
GP
430
Girard Partners
Pennsylvania
$2.08M -$89.4K -360 -4%
MCG
431
McCollum Christoferson Group
New York
$2.06M +$334K +1,346 +19%
WF
432
Welch & Forbes
Massachusetts
$2.05M
PNAA
433
Pictet North America Advisors
Switzerland
$2.04M +$1.12M +4,527 +123%
OIA
434
OneDigital Investment Advisors
Kansas
$2.04M +$3.97K +16 +0.2%
HB
435
Homrich & Berg
Georgia
$2.02M +$79.9K +322 +4%
FHB
436
First Hawaiian Bank
Hawaii
$2.02M
WP
437
WealthSource Partners
California
$2.01M -$794K -3,200 -28%
FDCC
438
Foster Dykema Cabot & Co
Massachusetts
$1.99M -$737K -2,967 -28%
FCH
439
Freestone Capital Holdings
Washington
$1.99M +$1.98M +7,970 New
SFM
440
Signature Financial Management
Virginia
$1.96M -$928K -3,739 -32%
RWM
441
RKL Wealth Management
Pennsylvania
$1.95M +$3.72K +15 +0.2%
BA
442
Bristlecone Advisors
Washington
$1.94M +$183K +738 +10%
SC
443
Stratford Consulting
Texas
$1.93M
HIMCH
444
Hartford Investment Management Co (HIMCO)
Connecticut
$1.91M -$2.67M -10,770 -58%
LGWM
445
Litman Gregory Wealth Management
California
$1.91M +$487K +1,962 +34%
LC
446
Landaas & Company
Wisconsin
$1.91M +$197K +794 +12%
PA
447
Parallel Advisors
California
$1.89M +$207K +834 +12%
BBPWM
448
Blue Bell Private Wealth Management
Pennsylvania
$1.87M -$170K -685 -8%
MWM
449
Mission Wealth Management
California
$1.86M +$45.4K +183 +3%
Comerica Bank
450
Comerica Bank
Texas
$1.85M -$181K -729 -9%

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.