We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF

1,348 hedge funds and large institutions have $60.7B invested in Vanguard S&P 500 ETF in 2019 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 534 increasing their positions, 338 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 282 | Existing positions closed: 47

58% more repeat investments, than reductions

Existing positions increased: 534 | Existing positions reduced: 338

20% more funds holding

Funds holding: 1,1261,348 (+222)

16% more funds holding in top 10

Funds holding in top 10: 231267 (+36)

4% more capital invested

Capital invested by funds: $58.2B → $60.7B (+$2.5B)

1.21% less ownership

Funds ownership: 48%46.79% (-1.2%)

62% less call options, than puts

Call options by funds: $95.2M | Put options by funds: $248M

Holders
1,348
Holders Change
+222
Holders Change %
+19.72%
% of All Funds
26.56%
Holding in Top 10
267
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+15.58%
% of All Funds
5.26%
New
282
Increased
534
Reduced
338
Closed
47
Calls
$95.2M
Puts
$248M
Net Calls
-$153M
Net Calls Change
-$52.5M
Name Holding Trade Value Shares
Change
Change in
Stake
KPW
501
Kore Private Wealth
New York
$3.97M +$811K +2,867 +27%
LA
502
Legacy Advisors
Pennsylvania
$3.96M
GIA
503
Gladstone Institutional Advisory
Florida
$3.93M -$905K -3,198 -19%
WB
504
WesBanco Bank
West Virginia
$3.88M +$854K +3,019 +30%
WWM
505
Windsor Wealth Management
Indiana
$3.87M +$7.64K +27 +0.2%
KM
506
Kalos Management
Georgia
$3.87M +$3.69M +13,058 New
SSW
507
Smith Shellnut Wilson
Mississippi
$3.86M -$61.1K -216 -2%
ADL
508
Asset Dedication LLC
California
$3.86M +$3.43M +12,110 +1,290%
CCA
509
Column Capital Advisors
Indiana
$3.84M +$234M +826,048 New
AIM
510
Anchor Investment Management
South Carolina
$3.84M +$55.7K +197 +2%
SBH
511
Segall Bryant & Hamill
Illinois
$3.84M
EWA
512
Exencial Wealth Advisors
Oklahoma
$3.81M +$1.8M +6,356 +97%
OWA
513
Outlook Wealth Advisors
Texas
$3.69M +$189K +669 +6%
FPCP
514
Fort Point Capital Partners
California
$3.67M -$302K -1,067 -8%
WIA
515
World Investment Advisors
California
$3.64M +$2.92M +10,308 +520%
LGWM
516
Litman Gregory Wealth Management
California
$3.58M +$21.2K +75 +0.6%
TI
517
Trexquant Investment
Connecticut
$3.57M +$2.05M +7,236 +150%
FHB
518
First Hawaiian Bank
Hawaii
$3.56M +$2.31M +8,158 +210%
BRWM
519
B. Riley Wealth Management
Tennessee
$3.52M +$343K +1,212 +11%
DAS
520
Dynamic Advisor Solutions
Arizona
$3.49M -$134K -473 -4%
MWC
521
MBM Wealth Consultants
Missouri
$3.46M +$269K +950 +9%
WLIM
522
White Lighthouse Investment Management
Massachusetts
$3.46M +$375K +1,327 +13%
CF
523
Centaurus Financial
California
$3.45M -$5.82M -20,565 -64%
PCA
524
Personal Capital Advisors
California
$3.43M +$535K +1,890 +19%
CWM
525
Connecticut Wealth Management
Connecticut
$3.42M -$28K -99 -0.9%

VOO Hedge Fund Activity: Q4 2019 in Review

1,348 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q4 2019, worth a combined $60.7B — up 4.3% from $58.2B a quarter earlier.

Buyers outnumbered sellers: 282 funds opened new VOO positions and 47 closed out — a net gain of 235 holders — while 534 added to existing stakes and 338 trimmed.

The largest buyer was M&T Bank, adding an estimated $515M. The largest seller was Bank of America, cutting an estimated $4.57B.

  • 1,348 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q4 2019, up from 1,126 in Q3 2019.
  • Funds reported $60.7B of Vanguard S&P 500 ETF stock for Q4 2019, up 4.3% quarter-over-quarter.
  • 282 funds opened new Vanguard S&P 500 ETF positions in Q4 2019 and 47 closed out, a net change of +235 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q4 2019 was M&T Bank, an estimated $515M added.
  • The largest Vanguard S&P 500 ETF seller in Q4 2019 was Bank of America, an estimated $4.57B sold.

Based on aggregated 13F filings for Q4 2019.