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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
FMP
501
Financial Management Professionals
Texas
$25M +$1.17M +2,559 +5%
WJWM
502
Williams Jones Wealth Management
New York
$24.9M -$632K -1,380 -3%
PCMC
503
Private Capital Management (Colorado)
Colorado
$24.8M +$681K +1,487 +3%
CW
504
Connectus Wealth
Ohio
$24.7M +$2.33M +5,098 +11%
OHWP
505
Oak Harbor Wealth Partners
North Carolina
$24.7M +$199K +435 +0.9%
SL
506
SFM LLC
New Hampshire
$24.7M -$1.22M -2,666 -5%
CFFNO
507
Common Fund For Nonprofit Organizations
Connecticut
$24.7M +$5.81M +12,688 +28%
SAA
508
Southeast Asset Advisors
Georgia
$24.6M +$48.5K +106 +0.2%
GS
509
GTS Securities
New York
$24.5M +$8.39M +18,336 +56%
PL
510
Plancorp LLC
Missouri
$24.2M +$2.91M +6,357 +14%
E3F
511
Eight 31 Financial
Texas
$24.1M -$4.31M -9,419 -16%
ASN
512
Advisory Services Network
Georgia
$24.1M -$3.89M -8,505 -14%
OPW
513
Oxler Private Wealth
New York
$24.1M +$12.3M +26,833 +116%
FHB
514
First Hawaiian Bank
Hawaii
$24M -$1.1M -2,402 -5%
CWA
515
CM Wealth Advisors
Ohio
$23.9M -$2.89M -6,315 -11%
GVAG
516
Great Valley Advisor Group
Delaware
$23.7M -$3.53M -7,722 -14%
MCM
517
Manchester Capital Management
Vermont
$23.5M -$564K -1,232 -2%
FNBOO
518
First National Bank of Omaha
Nebraska
$23.4M -$306K -669 -1%
CSIA
519
Carl Stuart Investment Advisor
Texas
$23M -$2.25M -4,908 -9%
CFSG
520
Clark Financial Services Group
Missouri
$23M -$54K -118 -0.2%
IA
521
IFG Advisors
Missouri
$22.9M +$1.65M +3,603 +8%
MMPW
522
Mitchell McLeod Pugh & Williams
Alabama
$22.9M +$1.79M +3,909 +9%
CFB
523
Cullen/Frost Bankers
Texas
$22.9M +$2.63M +5,742 +14%
SCA
524
Sandy Cove Advisors
Massachusetts
$22.7M +$684K +1,495 +3%
PCM
525
Parsons Capital Management
Rhode Island
$22.6M +$772K +1,686 +4%

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.