We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF

844 hedge funds and large institutions have $40.7B invested in Vanguard S&P 500 ETF in 2017 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 315 increasing their positions, 225 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

504% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 26

40% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 225

20% more call options, than puts

Call options by funds: $27M | Put options by funds: $22.5M

17% more funds holding

Funds holding: 720844 (+124)

17% more capital invested

Capital invested by funds: $34.9B → $40.7B (+$5.82B)

16% more funds holding in top 10

Funds holding in top 10: 154178 (+24)

1.63% more ownership

Funds ownership: 47.06%48.69% (+1.6%)

Holders
844
Holders Change
+124
Holders Change %
+17.22%
% of All Funds
19.14%
Holding in Top 10
178
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+15.58%
% of All Funds
4.04%
New
157
Increased
315
Reduced
225
Closed
26
Calls
$27M
Puts
$22.5M
Net Calls
+$4.54M
Net Calls Change
+$6.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
676
Betterment LLC
New York
$305K +$69.5K +291 +31%
WAOTB
677
Wealth Advisors of Tampa Bay
Florida
$300K +$284K +1,190 New
NGA
678
Naples Global Advisors
Florida
$299K -$4.78K -20 -2%
CSIC
679
Clifford Swan Investment Counsel
California
$299K
BHTS
680
Bar Harbor Trust Services
Maine
$297K -$11.5K -48 -4%
DMC
681
Drexel Morgan & Co
Pennsylvania
$297K
FC
682
FCA Corp
Texas
$297K
EWA
683
EP Wealth Advisors
California
$295K
SFM
684
Signet Financial Management
New Jersey
$295K
BTNA
685
Bremer Trust National Association
Minnesota
$295K +$287K +1,202 New
LWA
686
Lenox Wealth Advisors
New York
$294K -$5.02K -21 -2%
CC
687
Capital Counsel
New York
$294K
FMWA
688
Forvis Mazars Wealth Advisors
Missouri
$292K
CPP
689
Crow Point Partners
Massachusetts
$290K
AUB
690
Atlantic Union Bankshares
Virginia
$288K
PWW
691
Pettyjohn Wood & White
Virginia
$288K +$5.97K +25 +2%
MWM
692
Meridian Wealth Management
Kentucky
$287K +$11.9K +50 +4%
HIMC
693
Heritage Investors Management Corp
Maryland
$282K -$3.58K -15 -1%
SFSG
694
Stearns Financial Services Group
North Carolina
$280K +$6.69K +28 +3%
APA
695
American Portfolios Advisors
New York
$279K +$272K +1,139 New
CCT
696
Country Club Trust
Missouri
$276K
TWA
697
TCI Wealth Advisors
Arizona
$274K -$10.3K -43 -4%
GAM
698
Gould Asset Management
California
$273K -$4.78K -20 -2%
ZIM
699
Zacks Investment Management
Illinois
$272K -$1.67K -7 -0.6%
RM
700
Resource Management
Louisiana
$270K +$264K +1,105 New

VOO Hedge Fund Activity: Q4 2017 in Review

844 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q4 2017, worth a combined $40.7B — up 17% from $34.9B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new VOO positions and 26 closed out — a net gain of 131 holders — while 315 added to existing stakes and 225 trimmed.

The largest buyer was Bank of America, adding an estimated $1.31B. The largest seller was JP Morgan Chase, cutting an estimated $1.11B.

  • 844 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q4 2017, up from 720 in Q3 2017.
  • Funds reported $40.7B of Vanguard S&P 500 ETF stock for Q4 2017, up 17% quarter-over-quarter.
  • 157 funds opened new Vanguard S&P 500 ETF positions in Q4 2017 and 26 closed out, a net change of +131 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q4 2017 was Bank of America, an estimated $1.31B added.
  • The largest Vanguard S&P 500 ETF seller in Q4 2017 was JP Morgan Chase, an estimated $1.11B sold.

Based on aggregated 13F filings for Q4 2017.