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Vanguard S&P 500 ETF
VOO

2,928 hedge funds and large institutions have $199B invested in Vanguard S&P 500 ETF in 2024 Q3 according to their latest regulatory filings, with 209 funds opening new positions, 1,449 increasing their positions, 883 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 209 | Existing positions closed: 76

64% more repeat investments, than reductions

Existing positions increased: 1,449 | Existing positions reduced: 883

10% more capital invested

Capital invested by funds: $181B → $199B (+$17.7B)

3% more funds holding

Funds holding: 2,830 → 2,928 (+98)

2% more funds holding in top 10

Funds holding in top 10: 665 → 676 (+11)

0.78% less ownership

Funds ownership: 39.2% → 38.43% (-0.78%)

17% less call options, than puts

Call options by funds: $1.45B | Put options by funds: $1.75B

Holders
2,928
Holders Change
+98
Holders Change %
+3.46%
% of All Funds
42.04%
Holding in Top 10
676
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.65%
% of All Funds
9.71%
New
209
Increased
1,449
Reduced
883
Closed
76
Calls
$1.45B
Puts
$1.75B
Net Calls
-$302M
Net Calls Change
-$257M

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$4.02B
2
JP Morgan Chase
JP Morgan Chase
New York
+$1.46B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.22B
4
Morgan Stanley
Morgan Stanley
New York
+$1.08B
5
ECM
Element Capital Management
New York
+$919M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$3.68B
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.29B
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$724M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$623M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$323M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$975M +$27.5M +54,079 +3%
ECM
27
Element Capital Management
New York
$954M +$919M +1,807,400 New
Corient Private Wealth
28
Corient Private Wealth
Florida
$940M +$308M +606,023 +52%
IL
29
Investure LLC
Virginia
$938M +$539M +1,061,291 +148%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$929M +$151M +296,121 +20%
UCFA
31
United Capital Financial Advisors
Texas
$905M -$34.1M -67,061 -4%
Fisher Asset Management
32
Fisher Asset Management
Washington
$899M +$23.6M +46,411 +3%
FI
33
FJ Investments
Utah
$870M -$2.82M -5,555 -0.3%
Stifel Financial
34
Stifel Financial
Missouri
$768M +$10.5M +20,690 +1%
Pathstone Holdings
35
Pathstone Holdings
New Jersey
$766M +$9.41M +18,504 +1%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$749M -$1.29B -2,546,192 -64%
GT
37
Glenmede Trust
Pennsylvania
$734M +$22.7M +44,627 +3%
AIA
38
Angeles Investment Advisors
California
$715M +$30.8M +60,691 +5%
JFG
39
JMG Financial Group
Illinois
$711M +$8.77M +17,259 +1%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$708M +$13.2M +25,893 +2%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$698M -$623M -1,226,043 -48%
CI
42
Clal Insurance
Israel
$691M -$144M -284,148 -18%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$670M +$9.43M +18,551 +1%
Creative Planning
44
Creative Planning
Kansas
$662M -$2.09M -4,106 -0.3%
PMFA
45
Plante Moran Financial Advisors
Michigan
$633M +$102M +201,526 +20%
Charles Schwab
46
Charles Schwab
California
$624M +$5.96M +11,732 +1%
CA
47
Cambridge Associates
Massachusetts
$620M +$82.6M +162,473 +16%
WANY
48
Wealthspire Advisors (New York)
New York
$614M +$3.66M +7,204 +0.6%
CA
49
Clearstead Advisors
Ohio
$604M +$7.01M +13,798 +1%
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$601M +$36.3M +71,422 +7%
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VOO Hedge Fund Activity: Q3 2024 in Review

2,928 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q3 2024, worth a combined $199B — up 9.8% from $181B a quarter earlier.

Buyers outnumbered sellers: 209 funds opened new VOO positions and 76 closed out — a net gain of 133 holders — while 1,449 added to existing stakes and 883 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $4.02B. The largest seller was Strategic Financial Concepts, cutting an estimated $3.68B.

  • 2,928 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q3 2024, up from 2,830 in Q2 2024.
  • Funds reported $199B of Vanguard S&P 500 ETF stock for Q3 2024, up 9.8% quarter-over-quarter.
  • 209 funds opened new Vanguard S&P 500 ETF positions in Q3 2024 and 76 closed out, a net change of +133 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $4.02B added.
  • The largest Vanguard S&P 500 ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $3.68B sold.

Based on aggregated 13F filings for Q3 2024.