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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
BOS
651
Bingham Osborn & Scarborough
California
$515K +$2.73K +11 +0.5%
CIA
652
Covington Investment Advisors
Pennsylvania
$508K +$2.23K +9 +0.4%
CW
653
CreativeOne Wealth
Kansas
$500K +$241K +970 +94%
FMWA
654
Forvis Mazars Wealth Advisors
Missouri
$497K +$36K +145 +8%
AWM
655
Aries Wealth Management
Maine
$496K
MWA
656
MFA Wealth Advisors
Pennsylvania
$494K
TWM
657
Titus Wealth Management
California
$493K -$348K -1,400 -41%
SBIA
658
Sheaff Brock Investment Advisors
Indiana
$493K -$149K -600 -23%
OWM
659
Orgel Wealth Management
Wisconsin
$493K -$146K -587 -23%
IAM
660
Integre Asset Management
New York
$492K +$147K +592 +43%
SBSB
661
Sullivan, Bruyette, Speros & Blaney
Virginia
$490K -$103K -413 -17%
BHIA
662
Birch Hill Investment Advisors
Massachusetts
$489K +$64.3K +259 +15%
I
663
IberiaBank
Louisiana
$489K +$251K +1,013 +107%
CCM
664
Catawba Capital Management
Virginia
$488K +$39.7K +160 +9%
HC
665
Hamilton Capital
Ohio
$485K +$2.23K +9 +0.5%
TFS
666
TrustCore Financial Services
Tennessee
$484K -$16.4K -66 -3%
BCP
667
Berkeley Capital Partners
Georgia
$483K -$19.6M -78,887 -98%
NEPPG
668
New England Professional Planning Group
Rhode Island
$481K
CB
669
Cadence Bank
Mississippi
$477K
HF
670
HRT Financial
New York
$477K +$475K +1,914 New
BFC
671
Bedel Financial Consulting
Indiana
$474K -$35.2K -142 -7%
1SB
672
1ST Source Bank
Indiana
$474K
CB
673
Community Bank
New York
$474K
RWA
674
River Wealth Advisors
Pennsylvania
$474K +$4.96K +20 +1%
CA
675
Cornerstone Advisory
Maryland
$467K +$496 +2 +0.1%

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.