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Vanguard S&P 500 ETF

2,746 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, 1,311 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: 1,311 | 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: 2,6632,746 (+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
2,746
Holders Change
+83
Holders Change %
+3.12%
% of All Funds
39.56%
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
1,311
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
FI
26
FJ Investments
Utah
$915M -$76.4M -167,010 -8%
UCFA
27
United Capital Financial Advisors
Texas
$903M -$65.7M -143,451 -7%
HighTower Advisors
28
HighTower Advisors
Illinois
$841M -$17.6M -38,435 -2%
Citigroup
29
Citigroup
New York
$801M -$95.7K -209 -0%
Fisher Asset Management
30
Fisher Asset Management
Washington
$774M +$21.9M +47,831 +3%
Jones Financial Companies
31
Jones Financial Companies
Missouri
$697M +$101M +220,199 +18%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$684M +$54M +117,978 +9%
Stifel Financial
33
Stifel Financial
Missouri
$680M +$5.36M +11,722 +0.8%
Pathstone Holdings
34
Pathstone Holdings
New Jersey
$669M +$19.9M +43,575 +3%
CCWA
35
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$659M +$101M +221,382 +19%
JFG
36
JMG Financial Group
Illinois
$634M +$6.06M +13,242 +1%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$621M +$22.2M +48,569 +4%
GT
38
Glenmede Trust
Pennsylvania
$617M +$6.65M +14,540 +1%
Creative Planning
39
Creative Planning
Kansas
$588M +$62.1M +135,659 +12%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$582M +$431M +942,640 +352%
CSIA
41
Charles Schwab Investment Advisory
California
$574M -$29.7M -64,966 -5%
AIA
42
Angeles Investment Advisors
California
$569M +$9.71M +21,210 +2%
Corient Private Wealth
43
Corient Private Wealth
Florida
$554M -$14.6M -31,805 -3%
SAI
44
Systematic Alpha Investments
New Jersey
$544M
WANY
45
Wealthspire Advisors (New York)
New York
$541M -$8.5M -18,565 -2%
FWM
46
FFT Wealth Management
Pennsylvania
$539M +$391M +853,635 +318%
Schroder Investment Management Group
47
Schroder Investment Management Group
United Kingdom
$525M -$3.16M -6,905 -0.6%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$492M +$98.2M +214,532 +27%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$492M +$44.2M +96,557 +10%
CTAF
50
Call To Action Foundation
Utah
$480M +$1.47M +3,210 +0.3%

VOO Hedge Fund Activity: Q1 2024 in Review

2,746 of the 6,942 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 1,311 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.

  • 2,746 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q1 2024, up from 2,663 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.