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Vanguard S&P 500 ETF

2,928 hedge funds and large institutions have $199B invested in Vanguard S&P 500 ETF in 2024 Q3 according to their latest regulatory filings, with 209 funds opening new positions, 1,449 increasing their positions, 883 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 209 | Existing positions closed: 76

64% more repeat investments, than reductions

Existing positions increased: 1,449 | Existing positions reduced: 883

10% more capital invested

Capital invested by funds: $181B → $199B (+$17.7B)

3% more funds holding

Funds holding: 2,8302,928 (+98)

2% more funds holding in top 10

Funds holding in top 10: 665676 (+11)

0.78% less ownership

Funds ownership: 39.2%38.43% (-0.78%)

17% less call options, than puts

Call options by funds: $1.45B | Put options by funds: $1.75B

Holders
2,928
Holders Change
+98
Holders Change %
+3.46%
% of All Funds
42.04%
Holding in Top 10
676
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.65%
% of All Funds
9.71%
New
209
Increased
1,449
Reduced
883
Closed
76
Calls
$1.45B
Puts
$1.75B
Net Calls
-$302M
Net Calls Change
-$257M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
651
Spire Wealth Management
Virginia
$18.1M +$2.98M +5,861 +21%
ATC
652
Argent Trust Co
Tennessee
$18.1M +$249K +490 +1%
ZIG
653
Zurich Insurance Group
Switzerland
$18M -$17M -33,480 -50%
PFM
654
Peak Financial Management
Massachusetts
$18M -$443K -872 -2%
WAG
655
Wheelhouse Advisory Group
Missouri
$18M +$497K +977 +3%
TBWA
656
Three Bridge Wealth Advisors
California
$17.9M +$3.93M +7,741 +30%
MFWM
657
Motley Fool Wealth Management
Virginia
$17.9M -$701K -1,380 -4%
TWP
658
Triad Wealth Partners
Kansas
$17.9M +$859K +1,689 +5%
BAM
659
Brave Asset Management
New Jersey
$17.7M -$174K -343 -1%
WWC
660
Waypoint Wealth Counsel
Georgia
$17.7M +$1.08M +2,125 +7%
FI
661
FWG Investments
Kentucky
$17.6M -$226K -444 -1%
TFGT
662
TS Financial Group (TSFG)
Illinois
$17.6M +$480K +945 +3%
TA
663
TFB Advisors
Kansas
$17.5M -$364K -717 -2%
YDMI
664
Y.D. More Investments
Israel
$17.5M -$3.62M -7,123 -18%
PFS
665
Prospera Financial Services
Texas
$17.4M +$1.4M +2,761 +9%
AAMC
666
Asset Allocation & Management Company
Illinois
$17.4M +$2.3M +4,525 +16%
EFG
667
Elios Financial Group
Ohio
$17.4M +$16.8M +33,037 New
BC
668
Bowman & Company
Wisconsin
$17.4M +$179K +353 +1%
BSAM
669
Blue Square Asset Management
New York
$17.4M +$2.13M +4,184 +15%
BCA
670
Ballentine Capital Advisors
South Carolina
$17.3M -$130K -255 -0.8%
1IA
671
1834 Investment Advisors
Wisconsin
$17.2M +$1.04M +2,041 +7%
OCFG
672
O'Connor Financial Group
Illinois
$17.2M +$1.21M +2,387 +8%
AFG
673
Atomi Financial Group
New York
$17.2M +$6.75M +13,278 +69%
BJL
674
Brighton Jones LLC
Washington
$17.1M -$667K -1,313 -4%
FW
675
Fairway Wealth
Ohio
$17.1M +$2.06M +4,054 +14%

VOO Hedge Fund Activity: Q3 2024 in Review

2,928 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q3 2024, worth a combined $199B — up 9.8% from $181B a quarter earlier.

Buyers outnumbered sellers: 209 funds opened new VOO positions and 76 closed out — a net gain of 133 holders — while 1,449 added to existing stakes and 883 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $4.02B. The largest seller was Strategic Financial Concepts, cutting an estimated $3.68B.

  • 2,928 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q3 2024, up from 2,830 in Q2 2024.
  • Funds reported $199B of Vanguard S&P 500 ETF stock for Q3 2024, up 9.8% quarter-over-quarter.
  • 209 funds opened new Vanguard S&P 500 ETF positions in Q3 2024 and 76 closed out, a net change of +133 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $4.02B added.
  • The largest Vanguard S&P 500 ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $3.68B sold.

Based on aggregated 13F filings for Q3 2024.