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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
DIA
551
Dana Investment Advisors
Wisconsin
$3.11M +$1.1M +3,897 +59%
LWMM
552
Legacy Wealth Management (Mississippi)
Mississippi
$3.09M +$2.96M +10,450 New
FMC
553
First Merchants Corp
Indiana
$3.08M +$195K +688 +7%
CWP
554
CFM Wealth Partners
Texas
$3.05M +$2.84M +10,030 New
BI
555
Bredin Investment
Delaware
$3.05M
SG
556
StoneX Group
New York
$3.02M +$2.43M +8,608 +536%
HIP
557
Harrell Investment Partners
Texas
$2.99M +$2.86M +10,110 New
LC
558
Lindbrook Capital
California
$2.99M
WT
559
Whittier Trust
California
$2.99M +$1.03M +3,648 +57%
WCM
560
Windham Capital Management
Massachusetts
$2.98M
BAM
561
Belpointe Asset Management
Nevada
$2.97M +$2M +7,073 +238%
Jane Street
562
Jane Street
New York
$2.96M -$734K -2,594 -21%
FNT
563
First National Trust
Pennsylvania
$2.95M +$849K +3,000 +43%
LC
564
Landaas & Company
Wisconsin
$2.95M +$91.6K +324 +3%
FHA
565
First Horizon Advisors
Tennessee
$2.91M +$84K +297 +3%
AIIMS
566
Analyst IMS Investment Management Services
Israel
$2.9M
RCA
567
Rowland Carmichael Advisors
Arizona
$2.89M -$353K -1,248 -11%
VVP
568
Venture Visionary Partners
Ohio
$2.86M +$2.74M +9,675 New
MCA
569
Magnolia Capital Advisors
Mississippi
$2.86M +$2.73M +9,665 New
PFA
570
Paradigm Financial Advisors
Missouri
$2.84M +$1.7K +6 +0.1%
HB
571
Homrich & Berg
Georgia
$2.82M -$14.1K -50 -0.5%
TCM
572
TD Capital Management
Tennessee
$2.81M +$25.5K +90 +1%
ANTB
573
AMG National Trust Bank
Colorado
$2.79M +$2.67M +9,440 New
CT
574
Coastline Trust
Rhode Island
$2.79M -$11.3K -40 -0.4%
VCM
575
Virtue Capital Management
Tennessee
$2.78M +$2.66M +9,391 New

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.