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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
EC
701
Estate Counselors
Wisconsin
$399K
PIC
702
Portland Investment Counsel
Ontario, Canada
$394K
BAS
703
Brown Advisory Securities
Maryland
$391K +$37.2K +150 +11%
GWM
704
Geneos Wealth Management
Colorado
$391K +$40.7K +164 +12%
RE
705
RBC Europe
United Kingdom
$391K +$18.9K +76 +5%
APP
706
Avantax Planning Partners
Iowa
$386K -$65.3K -263 -15%
SC
707
Savant Capital
Illinois
$386K
WCM
708
Windham Capital Management
Massachusetts
$374K
SAM
709
SP Asset Management
California
$371K +$364K +1,465 New
MWAC
710
Mariner Wealth Advisors (Cincinnati)
Ohio
$367K +$365K +1,472 New
BSW
711
Buckingham Strategic Wealth
Missouri
$361K +$360K +1,449 New
DOA
712
D'Orazio & Associates
Virginia
$356K
CHA
713
Carmichael Hill & Associates
Maryland
$354K +$5.71K +23 +2%
SAS
714
Stelac Advisory Services
New York
$351K -$99.3K -400 -22%
KSA
715
Ken Stern & Associates
California
$346K
AUB
716
Atlantic Union Bankshares
Virginia
$337K
PPCM
717
Pillar Pacific Capital Management
California
$337K
EWA
718
Exencial Wealth Advisors
Oklahoma
$337K +$44.9K +181 +15%
MSAM
719
Moloney Securities Asset Management
Missouri
$334K -$745 -3 -0.2%
PPSG
720
Princeton Portfolio Strategies Group
New Jersey
$334K
CC
721
Claybrook Capital
Massachusetts
$332K
FC
722
FCA Corp
Texas
$327K +$24.8K +100 +8%
CCT
723
Country Club Trust
Missouri
$326K +$44.7K +180 +16%
CAM
724
Cidel Asset Management
Ontario, Canada
$325K
TAM
725
Taurus Asset Management
New York
$324K

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.