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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
QWP
451
Quotient Wealth Partners
Texas
$30.3M -$44.4M -96,973 -61%
AWM
452
Avior Wealth Management
Nebraska
$30.3M +$1.06M +2,321 +4%
RWG
453
Ratio Wealth Group
Colorado
$30.1M +$776K +1,696 +3%
BFG
454
Bleakley Financial Group
New Jersey
$29.8M +$342K +748 +1%
PWM
455
Prosperity Wealth Management
California
$29.7M +$22.6M +49,343 +396%
VA
456
Vident Advisory
Georgia
$29.7M +$2.6M +5,671 +10%
BRWA
457
B. Riley Wealth Advisors
Florida
$29.6M +$1.53M +3,351 +5%
ABC
458
Associated Banc-Corp
Wisconsin
$29.2M -$85.6K -187 -0.3%
WPA
459
West Paces Advisors
Georgia
$28.9M +$1.55M +3,396 +6%
BSW
460
Buckingham Strategic Wealth
Missouri
$28.8M +$1.56M +3,417 +6%
COCM
461
Charter Oak Capital Management
New Hampshire
$28.8M -$322K -703 -1%
TF
462
Tenon Financial
New Jersey
$28.5M +$27.2M +59,383 New
CH
463
Canton Hathaway
Rhode Island
$28.5M
SFG
464
Sage Financial Group
Pennsylvania
$28.3M +$16.5K +36 +0.1%
OC
465
Oppenheimer & Co
New York
$27.9M +$1.04M +2,280 +4%
CAG
466
Crestwood Advisors Group
Massachusetts
$27.9M +$1.99M +4,356 +8%
BHWM
467
Beaird Harris Wealth Management
Texas
$27.7M +$2.1M +4,593 +9%
IAA
468
Independent Advisor Alliance
North Carolina
$27.6M -$27.8M -60,774 -51%
ZIG
469
Zurich Insurance Group
Switzerland
$27.5M +$1.47M +3,210 +6%
BCM
470
Brookstone Capital Management
Illinois
$27.5M +$1.08M +2,352 +4%
SB
471
Strategic Blueprint
Georgia
$26.8M +$2.39M +5,219 +10%
ACA
472
Aspire Capital Advisors
Washington
$26.7M +$130K +283 +0.5%
IFS
473
Intelligent Financial Strategies
Minnesota
$26.6M +$6.66M +14,542 +36%
CJH
474
Christopher J. Hasenberg
Wisconsin
$26.6M -$2.17M -4,745 -8%
VanEck Associates
475
VanEck Associates
New York
$26.5M -$22K -48 -0.1%

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.