We are live on ! Find out more
VOO icon

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
MWM
626
Meridian Wealth Management
Kentucky
$585K +$710K +2,859 New
CCMG
627
Clark Capital Management Group
Pennsylvania
$584K -$755K -3,043 -57%
MWM
628
Modera Wealth Management
New Jersey
$582K -$258K -1,038 -31%
IAMOG
629
Investors Asset Management of Georgia
Georgia
$581K
VFA
630
Valeo Financial Advisors
Indiana
$579K +$449K +1,809 +425%
MMA
631
Miracle Mile Advisors
California
$578K +$40.7K +164 +8%
TNB
632
Thomasville National Bank
Georgia
$576K
CA
633
Calton & Associates
Florida
$571K +$14.4K +58 +3%
PFBT
634
Parkside Financial Bank & Trust
Missouri
$569K +$382K +1,540 +208%
PA
635
Pinnacle Associates
New York
$564K +$6.21K +25 +1%
SQA
636
Simon Quick Advisors
New Jersey
$564K +$561K +2,261 New
WF
637
WealthTrust Fairport
Ohio
$558K +$556K +2,238 New
HPC
638
Hobart Private Capital
North Carolina
$557K +$84.4K +340 +18%
AW
639
ACG Wealth
Georgia
$556K -$39.7K -160 -7%
TCM
640
Traynor Capital Management
Pennsylvania
$556K +$195K +787 +55%
GIA
641
Guyasuta Investment Advisors
Pennsylvania
$549K
TTWM
642
TCV Trust & Wealth Management
Virginia
$545K +$20.6K +83 +4%
FMBTD
643
First Midwest Bank Trust Division
Illinois
$544K +$69.8K +281 +15%
EF
644
Empirical Finance
Pennsylvania
$543K -$155K -623 -22%
PFM
645
Parsec Financial Management
North Carolina
$543K
SPI
646
Santori & Peters Inc
Pennsylvania
$540K -$120K -485 -18%
TCM
647
TD Capital Management
Tennessee
$531K +$21.3K +86 +4%
AIA
648
Arcadia Investment Advisors
Idaho
$521K
NL
649
NWAM LLC
Washington
$521K -$13.4K -54 -3%
PCIA
650
Prime Capital Investment Advisors
Kansas
$517K +$514K +2,072 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.