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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
POIA
651
Pin Oak Investment Advisors
Texas
$1.88M
LFAS
652
Level Four Advisory Services
Texas
$1.88M +$59.1K +209 +3%
BW
653
Bison Wealth
Georgia
$1.88M -$82K -290 -4%
CIM
654
Contravisory Investment Management
Massachusetts
$1.86M +$181K +641 +11%
BMA
655
Brooks Moore & Associates
Tennessee
$1.86M +$15.3K +54 +0.9%
BIM
656
Bridges Investment Management
Nebraska
$1.86M +$56.6K +200 +3%
TF
657
TimeScale Financial
Massachusetts
$1.86M -$95K -336 -5%
FDCC
658
Foster Dykema Cabot & Co
Massachusetts
$1.86M
TYCC
659
Texas Yale Capital Corp
Florida
$1.84M +$1.7K +6 +0.1%
CCT
660
Capital City Trust
Florida
$1.83M
ACM
661
Allred Capital Management
Texas
$1.82M -$248K -875 -12%
MCG
662
McCollum Christoferson Group
New York
$1.82M -$89.4K -316 -5%
JIC
663
Johnson Investment Counsel
Ohio
$1.82M -$68.7K -243 -4%
CWC
664
Carolinas Wealth Consulting
North Carolina
$1.82M +$1.74M +6,159 New
SC
665
Stratford Consulting
Texas
$1.81M +$13.3K +47 +0.8%
CAG
666
Csenge Advisory Group
Florida
$1.8M -$141K -498 -8%
IGGA
667
Iron Gate Global Advisors
Utah
$1.8M +$204K +720 +13%
ZCA
668
Zeke Capital Advisors
Pennsylvania
$1.78M +$42.4K +150 +3%
MWA
669
Martel Wealth Advisors
Washington
$1.78M -$22.1K -78 -1%
SIA
670
Soltis Investment Advisors
Utah
$1.78M +$1.7M +6,018 New
MFGP
671
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.77M +$364K +1,287 +27%
FMWA
672
Forvis Mazars Wealth Advisors
Missouri
$1.76M +$8.49K +30 +0.5%
ECG
673
EPIQ Capital Group
California
$1.76M +$1.68M +5,955 New
WDL
674
Well Done LLC
Michigan
$1.76M -$321K -1,135 -16%
TAM
675
Todd Asset Management
Kentucky
$1.75M

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.