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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
SC
601
Stratford Consulting
Texas
$1.66M -$74.4K -274 -4%
BFA
602
Beaumont Financial Advisors
Massachusetts
$1.61M +$38.5K +142 +2%
FPS
603
Fieldpoint Private Securities
Connecticut
$1.61M +$64.3K +237 +4%
FMWA
604
Forvis Mazars Wealth Advisors
Missouri
$1.61M +$809K +2,980 +101%
TAM
605
Todd Asset Management
Kentucky
$1.61M -$96.4K -355 -6%
PL
606
Parthenon LLC
Kentucky
$1.61M +$112K +412 +8%
ZCA
607
Zeke Capital Advisors
Pennsylvania
$1.6M -$118K -434 -7%
B
608
Bailard
California
$1.6M -$12.2K -45 -0.8%
WPW
609
Waldron Private Wealth
Pennsylvania
$1.58M +$1.04M +3,815 +195%
PPSG
610
Princeton Portfolio Strategies Group
New Jersey
$1.57M +$69.2K +255 +5%
OIA
611
Optimum Investment Advisors
Illinois
$1.57M -$63K -232 -4%
ACP
612
Aveo Capital Partners
Colorado
$1.56M -$78.2K -288 -5%
CIM
613
Contravisory Investment Management
Massachusetts
$1.54M -$11.1K -41 -0.7%
EDRH
614
Edmond de Rothschild Holding
Switzerland
$1.53M +$339K +1,250 +29%
JGUA
615
John G. Ullman & Associates
New York
$1.53M -$23.9K -88 -2%
BDF
616
Black Diamond Financial
Maryland
$1.47M +$223K +821 +18%
IGGA
617
Iron Gate Global Advisors
Utah
$1.46M +$61.9K +228 +4%
CS
618
Credit Suisse
Switzerland
$1.45M +$484K +1,782 +50%
CA
619
Calton & Associates
Florida
$1.44M +$411K +1,513 +40%
WCG
620
Weaver Consulting Group
California
$1.44M
BJL
621
Brighton Jones LLC
Washington
$1.43M +$10K +37 +0.7%
CMBA
622
C.M. Bidwell & Associates
Hawaii
$1.43M +$5.43K +20 +0.4%
XWM
623
Xcel Wealth Management
Florida
$1.42M
FSCM
624
Front Street Capital Management
Montana
$1.42M +$2.17K +8 +0.2%
AP
625
Arlington Partners
Alabama
$1.42M -$1.03M -3,801 -42%

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.