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Vanguard S&P 500 ETF

2,747 hedge funds and large institutions have $168B invested in Vanguard S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 216 funds opening new positions, 1,312 increasing their positions, 906 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 216 | Existing positions closed: 93

45% more repeat investments, than reductions

Existing positions increased: 1,312 | Existing positions reduced: 906

13% more call options, than puts

Call options by funds: $1.52B | Put options by funds: $1.35B

10% more capital invested

Capital invested by funds: $152B → $168B (+$15.8B)

3% more funds holding

Funds holding: 2,6642,747 (+83)

2% more funds holding in top 10

Funds holding in top 10: 628640 (+12)

2.22% less ownership

Funds ownership: 41.5%39.27% (-2.2%)

Holders
2,747
Holders Change
+83
Holders Change %
+3.12%
% of All Funds
39.57%
Holding in Top 10
640
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+1.91%
% of All Funds
9.22%
New
216
Increased
1,312
Reduced
906
Closed
93
Calls
$1.52B
Puts
$1.35B
Net Calls
+$174M
Net Calls Change
-$63.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
426
Aufman Associates
Pennsylvania
$33.4M -$265K -580 -0.8%
EWS
427
Eagle Wealth Strategies
New Jersey
$33.4M -$9.9M -21,623 -24%
GRP
428
Global Retirement Partners
California
$33.2M -$497K -1,085 -2%
BHWA
429
Beacon Harbor Wealth Advisors
Virginia
$33.1M +$609K +1,331 +2%
LWMNY
430
Landmark Wealth Management (New York)
New York
$33M -$894K -1,953 -3%
Citadel Advisors
431
Citadel Advisors
Florida
$33M +$3.28M +7,159 +12%
AWA
432
Arete Wealth Advisors
Illinois
$32.9M +$2.49M +5,441 +9%
RWA
433
Rooted Wealth Advisors
Illinois
$32.7M +$568K +1,242 +2%
MCC
434
Money Concepts Capital
Florida
$32.6M +$1.28M +2,805 +4%
BAM
435
Belpointe Asset Management
Nevada
$32.4M +$5.64M +12,321 +22%
AW
436
Avion Wealth
Texas
$32.3M -$996K -2,177 -3%
CIBC World Market
437
CIBC World Market
Ontario, Canada
$32.1M +$687K +1,502 +2%
RWRC
438
R.W. Roge & Company
New York
$32M +$141K +309 +0.5%
FSCM
439
Front Street Capital Management
Montana
$31.9M +$757K +1,654 +3%
FPCP
440
Fort Point Capital Partners
California
$31.8M +$4.67M +10,193 +18%
NAS
441
NWF Advisory Services
California
$31.7M +$1.8M +3,933 +6%
B
442
Bailard
California
$31.5M -$1.98M -4,330 -6%
PAI
443
Pittenger & Anderson Inc
Nebraska
$31.4M +$407K +889 +1%
ECM
444
EMC Capital Management
Texas
$31M +$634K +1,386 +2%
TW
445
Traveka Wealth
California
$30.9M +$4.76M +10,402 +19%
GWM
446
Geneos Wealth Management
Colorado
$30.9M -$2.27M -4,953 -7%
National Bank of Canada
447
National Bank of Canada
Quebec, Canada
$30.8M +$8.07M +17,633 +38%
DF
448
Dunhill Financial
United Kingdom
$30.7M +$5.47M +11,954 +23%
CPA
449
Cardiff Park Advisors
California
$30.6M +$29.2M +63,707 New
HAS
450
HBW Advisory Services
California
$30.4M

VOO Hedge Fund Activity: Q1 2024 in Review

2,747 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q1 2024, worth a combined $168B — up 10% from $152B a quarter earlier.

Buyers outnumbered sellers: 216 funds opened new VOO positions and 93 closed out — a net gain of 123 holders — while 1,312 added to existing stakes and 906 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $4.76B. The largest seller was Morgan Stanley, cutting an estimated $7.64B.

  • 2,747 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q1 2024, up from 2,664 in Q4 2023.
  • Funds reported $168B of Vanguard S&P 500 ETF stock for Q1 2024, up 10% quarter-over-quarter.
  • 216 funds opened new Vanguard S&P 500 ETF positions in Q1 2024 and 93 closed out, a net change of +123 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $4.76B added.
  • The largest Vanguard S&P 500 ETF seller in Q1 2024 was Morgan Stanley, an estimated $7.64B sold.

Based on aggregated 13F filings for Q1 2024.