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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
LWA
676
Lenox Wealth Advisors
New York
$464K +$130K +525 +39%
S
677
SignatureFD
Georgia
$461K +$6.7K +27 +1%
PD
678
Planning Directions
Pennsylvania
$457K -$38K -153 -8%
FWSM
679
First Wilshire Securities Management
California
$457K
ACM
680
Azimuth Capital Management
Michigan
$456K +$72K +290 +19%
BFS
681
Bradley Foster & Sargent
Connecticut
$452K +$450K +1,811 New
DWA
682
Douglass Winthrop Advisors
New York
$451K -$14.9K -60 -3%
SWA
683
SFMG Wealth Advisors
Texas
$448K
GG
684
GenWealth Group
New Jersey
$446K
WP
685
WealthShield Partners
North Carolina
$442K -$117K -473 -21%
TIM
686
Tortoise Investment Management
New York
$441K -$13.4K -54 -3%
BBA
687
BLB&B Advisors
Pennsylvania
$441K
FWIA
688
Fort Washington Investment Advisors
Ohio
$441K +$63.1K +254 +17%
DWM
689
Doyle Wealth Management
Florida
$438K -$2.48K -10 -0.6%
WHG
690
Westwood Holdings Group
Texas
$436K +$434K +1,749 New
AI
691
Accredited Investors
Minnesota
$424K +$422K +1,701 New
VF
692
Virtu Financial
New York
$420K -$26.4M -106,390 -98%
MCM
693
McRae Capital Management
New Jersey
$419K +$75.2K +303 +22%
GHA
694
GW Henssler & Associates
Georgia
$418K +$416K +1,677 New
1WA
695
180 Wealth Advisors
Washington
$415K +$48.7K +196 +13%
SWM
696
Segment Wealth Management
Texas
$413K
RCAG
697
Rehmann Capital Advisory Group
Michigan
$408K +$41.2K +166 +11%
WTFG
698
Wells Trecaso Financial Group
Ohio
$405K +$28.5K +115 +8%
ACA
699
Atlas Capital Advisors
Wyoming
$401K +$386K +1,554 New
Walleye Trading
700
Walleye Trading
New York
$399K -$323K -1,300 -45%

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.