We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF

844 hedge funds and large institutions have $40.7B invested in Vanguard S&P 500 ETF in 2017 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 315 increasing their positions, 225 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

504% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 26

40% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 225

20% more call options, than puts

Call options by funds: $27M | Put options by funds: $22.5M

17% more funds holding

Funds holding: 720844 (+124)

17% more capital invested

Capital invested by funds: $34.9B → $40.7B (+$5.82B)

16% more funds holding in top 10

Funds holding in top 10: 154178 (+24)

1.63% more ownership

Funds ownership: 47.06%48.69% (+1.6%)

Holders
844
Holders Change
+124
Holders Change %
+17.22%
% of All Funds
19.14%
Holding in Top 10
178
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+15.58%
% of All Funds
4.04%
New
157
Increased
315
Reduced
225
Closed
26
Calls
$27M
Puts
$22.5M
Net Calls
+$4.54M
Net Calls Change
+$6.98M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
526
Truepoint Inc
Ohio
$918K +$270K +1,129 +43%
TH
527
Timber Hill
Connecticut
$917K +$2.87K +12 +0.3%
SKK
528
Shepherd Kaplan Krochuk
Massachusetts
$915K +$891K +3,729 New
CIM
529
Contravisory Investment Management
Massachusetts
$912K +$70.7K +296 +9%
JIC
530
Joel Isaacson & Co
New York
$911K -$105K -441 -11%
CIA
531
Capital Investment Advisors
Georgia
$908K +$531K +2,221 +150%
NB
532
Nicolet Bankshares
Wisconsin
$907K
MHS
533
M Holdings Securities
Oregon
$898K +$189K +789 +27%
PTC
534
Private Trust Company
Ohio
$872K -$48.8K -204 -5%
OCM
535
Oakwood Capital Management
California
$862K -$3.58K -15 -0.4%
KA
536
Klingman & Associates
New York
$857K +$233K +976 +39%
FHC
537
First Heartland Consultants
Missouri
$852K +$101K +421 +14%
WB
538
WesBanco Bank
West Virginia
$835K +$5.02K +21 +0.6%
MAS
539
Madden Advisory Services
Florida
$828K +$120K +504 +18%
CP
540
Corbenic Partners
Pennsylvania
$827K
CBT
541
Capital Bank & Trust
California
$807K +$7.17K +30 +0.9%
CCB
542
Cutter & Co Brokerage
Missouri
$807K +$94.6K +396 +14%
PL
543
Parthenon LLC
Kentucky
$796K +$16.7K +70 +2%
LNWWM
544
Laird Norton Wetherby Wealth Management
California
$794K -$234K -980 -23%
MWM
545
Modera Wealth Management
New Jersey
$793K -$82.5K -345 -10%
BMM
546
Buffington Mohr McNeal
Idaho
$784K +$3.11K +13 +0.4%
MA
547
Montag & Associates
Georgia
$781K -$26.3K -110 -3%
LFG
548
Larson Financial Group
Missouri
$778K +$758K +3,172 New
IWM
549
IHT Wealth Management
Illinois
$777K +$688K +2,878 +1,370%
KSA
550
Ken Stern & Associates
California
$767K -$1.91M -7,985 -72%

VOO Hedge Fund Activity: Q4 2017 in Review

844 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q4 2017, worth a combined $40.7B — up 17% from $34.9B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new VOO positions and 26 closed out — a net gain of 131 holders — while 315 added to existing stakes and 225 trimmed.

The largest buyer was Bank of America, adding an estimated $1.31B. The largest seller was JP Morgan Chase, cutting an estimated $1.11B.

  • 844 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q4 2017, up from 720 in Q3 2017.
  • Funds reported $40.7B of Vanguard S&P 500 ETF stock for Q4 2017, up 17% quarter-over-quarter.
  • 157 funds opened new Vanguard S&P 500 ETF positions in Q4 2017 and 26 closed out, a net change of +131 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q4 2017 was Bank of America, an estimated $1.31B added.
  • The largest Vanguard S&P 500 ETF seller in Q4 2017 was JP Morgan Chase, an estimated $1.11B sold.

Based on aggregated 13F filings for Q4 2017.