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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
FWCM
551
Ferguson Wellman Capital Management
Oregon
$764K +$9.56K +40 +1%
RMAM
552
Raab & Moskowitz Asset Management
New Jersey
$752K -$56.9K -238 -7%
VDI
553
Vaughan David Investments
Illinois
$752K +$733K +3,067 New
AWM
554
Altavista Wealth Management
North Carolina
$751K +$53.1K +222 +8%
CPIA
555
Cornell Pochily Investment Advisors
New York
$749K +$730K +3,055 New
OWD
556
Osborn Williams & Donohoe
Ohio
$744K +$23.4K +98 +3%
RWP
557
RWA Wealth Partners
Massachusetts
$741K -$72.7K -304 -9%
BWFA
558
Baltimore-Washington Financial Advisors
Maryland
$738K +$420K +1,757 +140%
WAP
559
Wealthcare Advisory Partners
Pennsylvania
$736K -$31.5K -132 -4%
ATFA
560
All Terrain Financial Advisors
Minnesota
$736K +$717K +3,000 New
I
561
IberiaBank
Louisiana
$723K +$234K +979 +51%
DY
562
Dowling & Yahnke
California
$721K
CA
563
Capital Advantage
California
$717K -$26.5K -111 -4%
DSC
564
Duncker Streett & Co
Missouri
$713K +$48.3K +202 +7%
Chevy Chase Trust
565
Chevy Chase Trust
Maryland
$710K +$145K +608 +27%
CMO
566
Covenant Multifamily Offices
Texas
$708K
NDSI
567
Newman Dignan & Sheerar Inc
Rhode Island
$708K +$187K +782 +37%
AIIMS
568
Analyst IMS Investment Management Services
Israel
$704K
VCAM
569
Van Cleef Asset Management
Ohio
$699K
CIC
570
Cornercap Investment Counsel
Georgia
$699K +$3.11K +13 +0.5%
W
571
WealthShield
North Carolina
$698K +$675K +2,825 New
WP
572
WealthShield Partners
North Carolina
$698K +$675K +2,825 New
RWA
573
RGT Wealth Advisors
Texas
$696K
MMPW
574
Mitchell McLeod Pugh & Williams
Alabama
$678K
IAA
575
Ironsides Asset Advisors
North Carolina
$678K +$661K +2,765 New

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.