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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
GWM
426
Geneos Wealth Management
Colorado
$35.9M +$3.57M +7,426 +12%
FSCM
427
Front Street Capital Management
Montana
$35.6M +$2.28M +4,744 +7%
GT
428
Greenleaf Trust
Michigan
$35.4M -$497K -1,033 -1%
MFIMFI
429
Mesirow Financial Investment Management - Fixed Income
Illinois
$35.3M -$2.19M -4,552 -6%
EWS
430
Eagle Wealth Strategies
New Jersey
$35.1M +$323K +672 +1%
BCM
431
Brookstone Capital Management
Illinois
$35M +$5.42M +11,273 +20%
BHWA
432
Beacon Harbor Wealth Advisors
Virginia
$35M +$542K +1,127 +2%
SWM
433
SigFig Wealth Management
California
$34.9M -$1.82M -3,772 -5%
AWA
434
Arete Wealth Advisors
Illinois
$34.9M +$644K +1,338 +2%
PFM
435
Phillips Financial Management
Indiana
$34.8M -$905K -1,881 -3%
MTWSIF
436
Mivtachim The Workers Social Insurance Fund
Israel
$34.7M +$12.5M +25,884 +60%
SAM
437
Securian Asset Management
Minnesota
$34.6M -$914K -1,900 -3%
MCC
438
Money Concepts Capital
Florida
$34.6M +$679K +1,412 +2%
FPCP
439
Fort Point Capital Partners
California
$34.6M +$1.39M +2,880 +4%
SW
440
SVB Wealth
Massachusetts
$34.4M -$33.4M -69,439 -50%
UOC
441
University of Chicago
Illinois
$34.3M +$25.1M +52,143 +320%
BRWA
442
B. Riley Wealth Advisors
Florida
$34.3M -$3.26M -6,775 -9%
AA
443
Aufman Associates
Pennsylvania
$33.8M -$961K -1,997 -3%
DF
444
Dunhill Financial
United Kingdom
$33.6M +$1.63M +3,389 +5%
NAS
445
NWF Advisory Services
California
$33.5M +$529K +1,100 +2%
ZIG
446
Zurich Insurance Group
Switzerland
$33M +$4.78M +9,940 +17%
KWM
447
Kingsview Wealth Management
Oregon
$33M +$5.73M +11,908 +22%
VA
448
Vident Advisory
Georgia
$32.9M +$1.92M +3,998 +6%
AW
449
Avion Wealth
Texas
$32.6M -$926K -1,924 -3%
RWP
450
RWA Wealth Partners
Massachusetts
$32.6M +$5.04M +10,464 +19%

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.