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Vanguard S&P 500 ETF

904 hedge funds and large institutions have $40.8B invested in Vanguard S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 394 increasing their positions, 263 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 37

50% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 263

20% more call options, than puts

Call options by funds: $57.4M | Put options by funds: $47.7M

3% more funds holding

Funds holding: 874904 (+30)

1% more capital invested

Capital invested by funds: $40.4B → $40.8B (+$433M)

0% more funds holding in top 10

Funds holding in top 10: 176176 (0)

0.17% less ownership

Funds ownership: 45.67%45.5% (-0.17%)

Holders
904
Holders Change
+30
Holders Change %
+3.43%
% of All Funds
20.7%
Holding in Top 10
176
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
4.03%
New
76
Increased
394
Reduced
263
Closed
37
Calls
$57.4M
Puts
$47.7M
Net Calls
+$9.66M
Net Calls Change
+$164K
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
601
Optimum Investment Advisors
Illinois
$672K +$85.6K +345 +15%
NWP
602
Northstar Wealth Partners
Connecticut
$671K +$57.8K +233 +9%
OPCM
603
Osborne Partners Capital Management
California
$659K +$257K +1,035 +64%
IC
604
InterOcean Capital
Illinois
$659K +$656K +2,642 New
AWA
605
Alaska Wealth Advisors
Alaska
$654K +$2.48K +10 +0.4%
LFS
606
Legacy Financial Strategies
Kansas
$654K +$31.8K +128 +5%
BIA
607
BHK Investment Advisors
Alabama
$653K
FI
608
FormulaFolio Investments
Michigan
$652K +$319K +1,286 +97%
SWM
609
SeaCrest Wealth Management
New York
$651K +$66.5K +268 +11%
TI
610
Truepoint Inc
Ohio
$642K +$491K +1,977 +333%
CAM
611
Concorde Asset Management
Michigan
$641K +$77K +310 +14%
SYBT
612
Stock Yards Bank & Trust
Kentucky
$637K +$633K +2,552 New
MM
613
Meridian Management
Arkansas
$633K
QPWM
614
Quadrant Private Wealth Management
Pennsylvania
$632K +$12.9K +52 +2%
BWM
615
Buckley Wealth Management
Nevada
$628K
CLOS
616
Compagnie Lombard Odier SCmA
Switzerland
$624K
AIM
617
Allen Investment Management
New York
$619K -$2.82M -11,341 -82%
RWP
618
RWA Wealth Partners
Massachusetts
$611K -$7.94K -32 -1%
CMBA
619
C.M. Bidwell & Associates
Hawaii
$608K +$2.48K +10 +0.4%
PA
620
PFG Advisors
Arizona
$599K +$85.1K +343 +17%
CA
621
Capital Advantage
California
$597K -$47.9K -193 -7%
IIC
622
Integrated Investment Consultants
Michigan
$593K
PFS
623
Prospera Financial Services
Texas
$592K -$412K -1,659 -41%
ECM
624
EagleClaw Capital Management
Massachusetts
$590K
FB
625
Fulton Bank
Pennsylvania
$586K +$583K +2,350 New

VOO Hedge Fund Activity: Q2 2018 in Review

904 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q2 2018, worth a combined $40.8B — up 1.1% from $40.4B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new VOO positions and 37 closed out — a net gain of 39 holders — while 394 added to existing stakes and 263 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $701M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $802M.

  • 904 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q2 2018, up from 874 in Q1 2018.
  • Funds reported $40.8B of Vanguard S&P 500 ETF stock for Q2 2018, up 1.1% quarter-over-quarter.
  • 76 funds opened new Vanguard S&P 500 ETF positions in Q2 2018 and 37 closed out, a net change of +39 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $701M added.
  • The largest Vanguard S&P 500 ETF seller in Q2 2018 was Varma Mutual Pension Insurance Co, an estimated $802M sold.

Based on aggregated 13F filings for Q2 2018.