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Vanguard S&P 500 ETF

904 hedge funds and large institutions have $40.8B invested in Vanguard S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 394 increasing their positions, 263 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 37

50% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 263

20% more call options, than puts

Call options by funds: $57.4M | Put options by funds: $47.7M

3% more funds holding

Funds holding: 874904 (+30)

1% more capital invested

Capital invested by funds: $40.4B → $40.8B (+$433M)

0% more funds holding in top 10

Funds holding in top 10: 176176 (0)

0.17% less ownership

Funds ownership: 45.67%45.5% (-0.17%)

Holders
904
Holders Change
+30
Holders Change %
+3.43%
% of All Funds
20.7%
Holding in Top 10
176
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
4.03%
New
76
Increased
394
Reduced
263
Closed
37
Calls
$57.4M
Puts
$47.7M
Net Calls
+$9.66M
Net Calls Change
+$164K
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
526
Harvest Fund Management
China
$1.06M +$296K +1,194 +39%
NAMP
527
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.06M +$68.3K +275 +7%
BAM
528
Barrett Asset Management
New York
$1.05M
AWM
529
Altavista Wealth Management
North Carolina
$1.04M +$131K +529 +15%
CCB
530
Cutter & Co Brokerage
Missouri
$1.03M +$23.3K +94 +2%
PTC
531
Private Trust Company
Ohio
$1.03M +$51.1K +206 +5%
JIC
532
Joel Isaacson & Co
New York
$1.02M +$89.6K +361 +10%
Prudential Financial
533
Prudential Financial
New Jersey
$1.02M +$434K +1,748 +75%
PL
534
Parthenon LLC
Kentucky
$1.01M +$202K +812 +25%
HL
535
HeadInvest LLC
Maine
$1.01M +$12.2K +49 +1%
MAS
536
Madden Advisory Services
Florida
$1.01M +$78.7K +317 +8%
ZCA
537
Zeke Capital Advisors
Pennsylvania
$1.01M -$496K -2,000 -33%
EB
538
Eastern Bank
Massachusetts
$1M +$22.3K +90 +2%
GBBWRPM
539
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1M +$200K +806 +25%
BIM
540
Bridges Investment Management
Nebraska
$998K +$992K +3,998 New
BMO
541
Beck Mack & Oliver
New York
$994K
BI
542
Bredin Investment
Delaware
$990K -$25.3K -102 -3%
CCP
543
Clough Capital Partners
Massachusetts
$973K +$968K +3,900 New
PP
544
PagnatoKarp Partners
Virginia
$971K +$212K +854 +28%
RT
545
Rockland Trust
Massachusetts
$967K
FPCG
546
Fort Pitt Capital Group
Pennsylvania
$957K +$952K +3,837 New
HCA
547
Horan Capital Advisors
Ohio
$955K -$129K -520 -12%
LA
548
LVW Advisors
New York
$953K -$8.69K -35 -0.9%
MHS
549
M Holdings Securities
Oregon
$941K +$26.8K +108 +3%
NB
550
Nicolet Bankshares
Wisconsin
$922K

VOO Hedge Fund Activity: Q2 2018 in Review

904 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q2 2018, worth a combined $40.8B — up 1.1% from $40.4B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new VOO positions and 37 closed out — a net gain of 39 holders — while 394 added to existing stakes and 263 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $701M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $802M.

  • 904 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q2 2018, up from 874 in Q1 2018.
  • Funds reported $40.8B of Vanguard S&P 500 ETF stock for Q2 2018, up 1.1% quarter-over-quarter.
  • 76 funds opened new Vanguard S&P 500 ETF positions in Q2 2018 and 37 closed out, a net change of +39 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $701M added.
  • The largest Vanguard S&P 500 ETF seller in Q2 2018 was Varma Mutual Pension Insurance Co, an estimated $802M sold.

Based on aggregated 13F filings for Q2 2018.