We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF

1,125 hedge funds and large institutions have $58.2B invested in Vanguard S&P 500 ETF in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 521 increasing their positions, 331 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 521 | Existing positions reduced: 331

43% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 53

7% more capital invested

Capital invested by funds: $54.3B → $58.2B (+$3.95B)

7% more funds holding in top 10

Funds holding in top 10: 216231 (+15)

1% more funds holding

Funds holding: 1,1151,125 (+10)

0.72% more ownership

Funds ownership: 47.28%48% (+0.72%)

59% less call options, than puts

Call options by funds: $70.1M | Put options by funds: $170M

Holders
1,125
Holders Change
+10
Holders Change %
+0.9%
% of All Funds
24.67%
Holding in Top 10
231
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+6.94%
% of All Funds
5.07%
New
76
Increased
521
Reduced
331
Closed
53
Calls
$70.1M
Puts
$170M
Net Calls
-$100M
Net Calls Change
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
AWE
576
Avidian Wealth Enterprises
Texas
$1.78M +$942K +3,469 +113%
EWA
577
Exencial Wealth Advisors
Oklahoma
$1.78M +$1.45M +5,359 +458%
MCG
578
McCollum Christoferson Group
New York
$1.77M -$140K -516 -7%
BA
579
Bristlecone Advisors
Washington
$1.77M
VFA
580
Valeo Financial Advisors
Indiana
$1.76M +$737K +2,717 +72%
WT
581
Whittier Trust
California
$1.76M +$43.4K +160 +3%
JIC
582
Johnson Investment Counsel
Ohio
$1.76M -$138K -507 -7%
MAM
583
Meeder Asset Management
Ohio
$1.75M -$108K -397 -6%
ACM
584
Ategra Capital Management
Virginia
$1.75M +$404K +1,489 +30%
GC
585
Gratus Capital
Georgia
$1.75M -$26.1K -96 -1%
FTI
586
Fiduciary Trust International
Massachusetts
$1.74M
POIA
587
Pin Oak Investment Advisors
Texas
$1.74M
FDCC
588
Foster Dykema Cabot & Co
Massachusetts
$1.71M -$32K -118 -2%
BMA
589
Brooks Moore & Associates
Tennessee
$1.7M +$109K +403 +7%
DCM
590
Disciplina Capital Management
Tennessee
$1.69M -$1.41M -5,200 -46%
TYCC
591
Texas Yale Capital Corp
Florida
$1.69M +$814 +3 +0%
HH
592
Hilltop Holdings
Texas
$1.69M -$54.3K -200 -3%
CCT
593
Capital City Trust
Florida
$1.69M
LFAS
594
Level Four Advisory Services
Texas
$1.68M -$947K -3,489 -36%
MWM
595
Merriman Wealth Management
Washington
$1.68M -$76.5K -282 -4%
SVWAG
596
Sound View Wealth Advisors Group
Georgia
$1.67M +$130K +479 +8%
MWA
597
Martel Wealth Advisors
Washington
$1.66M -$37.5K -138 -2%
BIM
598
Bridges Investment Management
Nebraska
$1.66M
AF
599
Affiance Financial
Minnesota
$1.66M +$74.6K +275 +5%
CWM
600
Cornerstone Wealth Management
Missouri
$1.66M +$120K +443 +8%

VOO Hedge Fund Activity: Q3 2019 in Review

1,125 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q3 2019, worth a combined $58.2B — up 7.3% from $54.3B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new VOO positions and 53 closed out — a net gain of 23 holders — while 521 added to existing stakes and 331 trimmed.

The largest buyer was State Farm Mutual Automobile Insurance, opening a new position worth an estimated $878M. The largest seller was Clal Insurance, cutting an estimated $369M.

  • 1,125 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q3 2019, up from 1,115 in Q2 2019.
  • Funds reported $58.2B of Vanguard S&P 500 ETF stock for Q3 2019, up 7.3% quarter-over-quarter.
  • 76 funds opened new Vanguard S&P 500 ETF positions in Q3 2019 and 53 closed out, a net change of +23 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q3 2019 was State Farm Mutual Automobile Insurance, an estimated $878M added.
  • The largest Vanguard S&P 500 ETF seller in Q3 2019 was Clal Insurance, an estimated $369M sold.

Based on aggregated 13F filings for Q3 2019.