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Vanguard S&P 500 ETF

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: 2,8302,928 (+98)

2% more funds holding in top 10

Funds holding in top 10: 665676 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CWC
501
Carolinas Wealth Consulting
North Carolina
$29.7M -$30.5K -60 -0.1%
CH
502
Canton Hathaway
Rhode Island
$29.7M
EWM
503
Evercore Wealth Management
New York
$29.6M +$680K +1,337 +2%
RA
504
RFG Advisory
Alabama
$29.4M -$941K -1,851 -3%
HWA
505
Heritage Wealth Advisors
Virginia
$29.3M +$9.35M +18,403 +50%
MMPW
506
Mitchell McLeod Pugh & Williams
Alabama
$29.3M +$2.17M +4,275 +8%
BMC
507
Bear Mountain Capital
Washington
$29M -$842K -1,656 -3%
FMP
508
Financial Management Professionals
Texas
$29M +$460K +905 +2%
FIA
509
Foundations Investment Advisors
Arizona
$29M +$3.47M +6,824 +14%
CFGS
510
Concourse Financial Group Securities
Alabama
$28.6M -$460K -905 -2%
CA
511
Claro Advisors
Massachusetts
$28.6M +$2.54M +5,003 +10%
SA
512
Scarborough Advisors
Maryland
$28.5M +$27.5M +54,023 New
PWLP
513
Prio Wealth Limited Partnership
Massachusetts
$28.1M +$133K +262 +0.5%
CG
514
Clifford Group
Massachusetts
$28M +$543K +1,069 +2%
SWA
515
SOA Wealth Advisors
New York
$28M +$628K +1,235 +2%
OPW
516
Oxler Private Wealth
New York
$27.7M +$990K +1,947 +4%
OHWP
517
Oak Harbor Wealth Partners
North Carolina
$27.5M -$266K -524 -1%
RCAG
518
Rehmann Capital Advisory Group
Michigan
$27.5M +$24.5M +48,231 +1,387%
OP
519
ORG Partners
Indiana
$27.4M +$507K +998 +2%
GG
520
GenWealth Group
New Jersey
$27.4M -$308K -606 -1%
TCOTS
521
Trust Company of the South
North Carolina
$27.3M +$3.25M +6,390 +14%
TSW
522
Thompson Siegel & Walmsley
Virginia
$27.1M -$1.47M -2,889 -5%
CAG
523
Crestwood Advisors Group
Massachusetts
$27.1M +$87.4K +172 +0.3%
VanEck Associates
524
VanEck Associates
New York
$27M -$2.18M -4,288 -8%
PCM
525
Parsons Capital Management
Rhode Island
$27M +$1.42M +2,798 +6%

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.