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Vanguard S&P 500 ETF

1,125 hedge funds and large institutions have $58.2B invested in Vanguard S&P 500 ETF in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 521 increasing their positions, 331 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 521 | Existing positions reduced: 331

43% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 53

7% more capital invested

Capital invested by funds: $54.3B → $58.2B (+$3.95B)

7% more funds holding in top 10

Funds holding in top 10: 216231 (+15)

1% more funds holding

Funds holding: 1,1151,125 (+10)

0.72% more ownership

Funds ownership: 47.28%48% (+0.72%)

59% less call options, than puts

Call options by funds: $70.1M | Put options by funds: $170M

Holders
1,125
Holders Change
+10
Holders Change %
+0.9%
% of All Funds
24.67%
Holding in Top 10
231
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+6.94%
% of All Funds
5.07%
New
76
Increased
521
Reduced
331
Closed
53
Calls
$70.1M
Puts
$170M
Net Calls
-$100M
Net Calls Change
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
LGWM
476
Litman Gregory Wealth Management
California
$3.27M +$3.53K +13 +0.1%
CFD
477
Creative Financial Designs
Indiana
$3.27M -$423K -1,558 -11%
CWM
478
Concentric Wealth Management
California
$3.24M +$2.17K +8 +0.1%
OWA
479
Outlook Wealth Advisors
Texas
$3.22M +$1.06M +3,920 +50%
WPP
480
Whalerock Point Partners
Rhode Island
$3.21M +$1.1M +4,040 +52%
BCM
481
Brookstone Capital Management
Illinois
$3.19M +$1.01M +3,736 +47%
CWM
482
Connecticut Wealth Management
Connecticut
$3.17M -$34.2K -126 -1%
SIC
483
Sigma Investment Counselors
Michigan
$3.03M -$160K -590 -5%
SWM
484
SVA Wealth Management
Wisconsin
$3.01M -$14.7K -54 -0.5%
RCA
485
Rowland Carmichael Advisors
Arizona
$3M +$257K +948 +9%
CCA
486
Cobblestone Capital Advisors
New York
$3M -$179K -660 -6%
HCA
487
Horan Capital Advisors
Ohio
$2.99M +$2.13M +7,842 +250%
LWM
488
Liberty Wealth Management
California
$2.96M -$22.8K -84 -0.8%
MWC
489
MBM Wealth Consultants
Missouri
$2.93M -$57.8K -213 -2%
IA
490
IFP Advisors
Florida
$2.93M +$2.93M +10,781 New
AIC
491
Ayalon Insurance Company
Israel
$2.93M
BRWM
492
B. Riley Wealth Management
Tennessee
$2.91M +$1.18M +4,362 +69%
TIA
493
Traphagen Investment Advisors
New Jersey
$2.88M
ACM
494
Azimuth Capital Management
Michigan
$2.88M +$122K +450 +4%
MWM
495
Mission Wealth Management
California
$2.85M +$256K +942 +10%
KPW
496
Kore Private Wealth
New York
$2.84M -$27.1K -100 -0.9%
WLIM
497
White Lighthouse Investment Management
Massachusetts
$2.82M +$191K +703 +7%
BI
498
Bredin Investment
Delaware
$2.81M
PA
499
Pinnacle Associates
New York
$2.77M -$24.7K -91 -0.9%
GA
500
Gateway Advisory
New Jersey
$2.76M -$2.46M -9,058 -47%

VOO Hedge Fund Activity: Q3 2019 in Review

1,125 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q3 2019, worth a combined $58.2B — up 7.3% from $54.3B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new VOO positions and 53 closed out — a net gain of 23 holders — while 521 added to existing stakes and 331 trimmed.

The largest buyer was State Farm Mutual Automobile Insurance, opening a new position worth an estimated $878M. The largest seller was Clal Insurance, cutting an estimated $369M.

  • 1,125 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q3 2019, up from 1,115 in Q2 2019.
  • Funds reported $58.2B of Vanguard S&P 500 ETF stock for Q3 2019, up 7.3% quarter-over-quarter.
  • 76 funds opened new Vanguard S&P 500 ETF positions in Q3 2019 and 53 closed out, a net change of +23 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q3 2019 was State Farm Mutual Automobile Insurance, an estimated $878M added.
  • The largest Vanguard S&P 500 ETF seller in Q3 2019 was Clal Insurance, an estimated $369M sold.

Based on aggregated 13F filings for Q3 2019.