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Vanguard S&P 500 ETF

2,747 hedge funds and large institutions have $168B invested in Vanguard S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 216 funds opening new positions, 1,312 increasing their positions, 906 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 216 | Existing positions closed: 93

45% more repeat investments, than reductions

Existing positions increased: 1,312 | Existing positions reduced: 906

13% more call options, than puts

Call options by funds: $1.52B | Put options by funds: $1.35B

10% more capital invested

Capital invested by funds: $152B → $168B (+$15.8B)

3% more funds holding

Funds holding: 2,6642,747 (+83)

2% more funds holding in top 10

Funds holding in top 10: 628640 (+12)

2.22% less ownership

Funds ownership: 41.5%39.27% (-2.2%)

Holders
2,747
Holders Change
+83
Holders Change %
+3.12%
% of All Funds
39.57%
Holding in Top 10
640
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+1.91%
% of All Funds
9.22%
New
216
Increased
1,312
Reduced
906
Closed
93
Calls
$1.52B
Puts
$1.35B
Net Calls
+$174M
Net Calls Change
-$63.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
576
Aptus Capital Advisors
Alabama
$18.9M +$2.2M +4,796 +14%
BFA
577
Beaumont Financial Advisors
Massachusetts
$18.9M +$519K +1,133 +3%
HAC
578
Harbor Advisory Corp
New Hampshire
$18.8M -$43.5K -95 -0.2%
SFPM
579
Sensible Financial Planning & Management
Massachusetts
$18.7M +$535K +1,170 +3%
CSWM
580
Cassady Schiller Wealth Management
Ohio
$18.7M +$1.65M +3,598 +10%
RBC
581
Romano Brothers & Co
Illinois
$18.5M +$280K +611 +2%
SWM
582
Spire Wealth Management
Virginia
$18.4M +$2.45M +5,347 +16%
American Century Companies
583
American Century Companies
Missouri
$18.4M +$1.83M +4,000 +12%
NSIM
584
North Star Investment Management
Illinois
$18.4M +$1.14M +2,482 +7%
CMAI
585
Capital Management Associates Inc
Minnesota
$18.4M +$315K +688 +2%
SI
586
Stephens Inc
Arkansas
$18.3M -$1.45M -3,179 -8%
AAS
587
Ameritas Advisory Services
Nebraska
$18.3M +$5.16M +11,280 +41%
WPW
588
Waldron Private Wealth
Pennsylvania
$18.2M +$2.09M +4,563 +14%
MA
589
MKT Advisors
California
$18.1M +$197K +431 +1%
OH
590
Oikos Holdings
New York
$18.1M
FFN
591
Focus Financial Network
Minnesota
$17.9M -$1.1M -2,406 -6%
RWMH
592
Riverpoint Wealth Management Holdings
Illinois
$17.8M +$130K +284 +0.8%
HWA
593
Heritage Wealth Advisors
Virginia
$17.8M +$8.24K +18 +0%
PIMJS
594
PKO Investment Management Joint-Stock
Poland
$17.8M -$339K -740 -2%
SIA
595
Spectrum Investment Advisors
Wisconsin
$17.8M +$176K +385 +1%
NGA
596
Naples Global Advisors
Florida
$17.5M +$150K +328 +0.9%
Jane Street
597
Jane Street
New York
$17.3M +$15.6M +34,121 +1,749%
KFGK
598
Keystone Financial Group (Kentucky)
Kentucky
$17.3M +$4.64M +10,149 +39%
EWA
599
EverSource Wealth Advisors
Alabama
$17.1M +$314K +685 +2%
FMII
600
Farmers & Merchants Investments Inc
Nebraska
$17.1M

VOO Hedge Fund Activity: Q1 2024 in Review

2,747 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q1 2024, worth a combined $168B — up 10% from $152B a quarter earlier.

Buyers outnumbered sellers: 216 funds opened new VOO positions and 93 closed out — a net gain of 123 holders — while 1,312 added to existing stakes and 906 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $4.76B. The largest seller was Morgan Stanley, cutting an estimated $7.64B.

  • 2,747 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q1 2024, up from 2,664 in Q4 2023.
  • Funds reported $168B of Vanguard S&P 500 ETF stock for Q1 2024, up 10% quarter-over-quarter.
  • 216 funds opened new Vanguard S&P 500 ETF positions in Q1 2024 and 93 closed out, a net change of +123 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $4.76B added.
  • The largest Vanguard S&P 500 ETF seller in Q1 2024 was Morgan Stanley, an estimated $7.64B sold.

Based on aggregated 13F filings for Q1 2024.