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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
DBRC
601
D.B. Root & Company
Pennsylvania
$2.46M +$8.49K +30 +0.4%
WWM
602
Western Wealth Management
Colorado
$2.45M +$1.08M +3,828 +82%
SVWAG
603
Sound View Wealth Advisors Group
Georgia
$2.45M +$611K +2,161 +35%
NRI
604
NFP Retirement Inc
California
$2.44M +$2.34M +8,255 New
CA
605
Calton & Associates
Florida
$2.42M +$822K +2,905 +55%
G
606
GenTrust
Florida
$2.39M -$65.1K -230 -3%
WPP
607
Whalerock Point Partners
Rhode Island
$2.38M -$1.05M -3,725 -32%
THWM
608
Taylor Hoffman Wealth Management
Virginia
$2.34M +$298K +1,054 +15%
Chevy Chase Trust
609
Chevy Chase Trust
Maryland
$2.32M -$74.7K -264 -3%
TNB
610
TCF National Bank
South Dakota
$2.31M +$118K +417 +6%
NEPWA
611
New England Private Wealth Advisors
Massachusetts
$2.3M +$24.3K +86 +1%
VFA
612
Valeo Financial Advisors
Indiana
$2.3M +$367K +1,299 +20%
PL
613
Plancorp LLC
Missouri
$2.28M -$12.2K -43 -0.6%
BWFA
614
Baltimore-Washington Financial Advisors
Maryland
$2.27M +$212K +751 +11%
ECM
615
ETrade Capital Management
Virginia
$2.27M +$1.1M +3,899 +104%
FFN
616
Focus Financial Network
Minnesota
$2.26M -$4.81K -17 -0.2%
GCA
617
Gradient Capital Advisors
California
$2.25M -$130K -459 -6%
HCA
618
Horan Capital Advisors
Ohio
$2.24M -$959K -3,390 -31%
IA
619
IFP Advisors
Florida
$2.23M -$923K -3,262 -30%
EFL
620
ERn Financial LLC
Wisconsin
$2.21M +$2.11M +7,459 New
PWA
621
Physician Wealth Advisors
Utah
$2.2M -$27.7K -98 -1%
SDWMA
622
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.18M
CWM
623
Capital Wealth Management
Rhode Island
$2.18M -$75.5K -267 -4%
MA
624
Montag & Associates
Georgia
$2.13M +$29.7K +105 +1%
TLP
625
Trinity Legacy Partners
Texas
$2.13M +$1.14M +4,025 +131%

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.