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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
ACM
526
Azimuth Capital Management
Michigan
$3.4M +$270K +955 +9%
CCWA
527
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.38M -$167K -592 -5%
MWM
528
Mission Wealth Management
California
$3.35M +$249K +882 +8%
CFD
529
Creative Financial Designs
Indiana
$3.33M -$336K -1,187 -10%
CCP
530
Clarkston Capital Partners
Michigan
$3.33M +$368K +1,302 +13%
SW
531
SteelPeak Wealth
California
$3.33M +$3.18M +11,252 New
DWM
532
Dakota Wealth Management
Florida
$3.29M -$348K -1,229 -10%
AIC
533
Ayalon Insurance Company
Israel
$3.29M +$80.6K +285 +3%
RICHC
534
Renaissance Investment Consultants Holding Company
Pennsylvania
$3.29M +$3.15M +11,142 New
ECA
535
Elevated Capital Advisors
Utah
$3.28M +$3.13M +11,078 New
SIC
536
Sigma Investment Counselors
Michigan
$3.27M -$9.9K -35 -0.3%
KTC
537
Kistler-Tiffany Companies
Pennsylvania
$3.27M +$723K +2,555 +30%
LWM
538
Liberty Wealth Management
California
$3.25M +$37.1K +131 +1%
SWM
539
SVA Wealth Management
Wisconsin
$3.24M -$22.9K -81 -0.7%
SLG
540
Stanley-Laman Group
Pennsylvania
$3.23M -$429K -1,516 -12%
ACM
541
Ategra Capital Management
Virginia
$3.22M +$1.27M +4,477 +70%
JSL
542
JT Stratford LLC
Georgia
$3.22M +$423K +1,495 +16%
IAN
543
Integrated Advisors Network
Texas
$3.22M +$3.08M +10,880 New
SAM
544
Secure Asset Management
Michigan
$3.21M +$3.07M +10,867 New
CWM
545
Concentric Wealth Management
California
$3.18M -$323K -1,142 -10%
RA
546
RFG Advisory
Alabama
$3.18M -$988K -3,493 -25%
BC
547
Burleson & Co
California
$3.16M +$2.94M +10,391 New
CCA
548
Cobblestone Capital Advisors
New York
$3.14M -$109K -385 -4%
RPGK
549
Retirement Planning Group (Kansas)
Kansas
$3.14M +$3M +10,601 New
TIA
550
Traphagen Investment Advisors
New Jersey
$3.13M

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.