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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
OWP
701
Obermeyer Wealth Partners
Colorado
$1.52M
AP
702
Arlington Partners
Alabama
$1.51M -$28.3K -100 -2%
ELI
703
Empire Life Investments
Ontario, Canada
$1.51M +$1.44M +5,105 New
PA
704
PFG Advisors
Arizona
$1.51M +$104K +368 +8%
GVAG
705
Great Valley Advisor Group
Delaware
$1.5M +$239K +844 +20%
IIC
706
Integrated Investment Consultants
Michigan
$1.49M +$408K +1,441 +40%
FI
707
FormulaFolio Investments
Michigan
$1.49M +$263K +928 +23%
FSCM
708
Front Street Capital Management
Montana
$1.48M -$55.7K -197 -4%
SDWIA
709
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.48M
BJL
710
Brighton Jones LLC
Washington
$1.47M -$83.2K -294 -6%
CCFM
711
Clear Creek Financial Management
Washington
$1.47M +$229K +808 +20%
WCG
712
Weaver Consulting Group
California
$1.46M +$37.9K +134 +3%
BDF
713
Black Diamond Financial
Maryland
$1.46M -$131K -463 -9%
PTC
714
Private Trust Company
Ohio
$1.45M -$41.6K -147 -3%
SCA
715
Snowden Capital Advisors
New York
$1.44M +$10.5K +37 +0.8%
PIA
716
Perennial Investment Advisors
California
$1.44M +$1.38M +4,866 New
RCA
717
Resonant Capital Advisors
Wisconsin
$1.43M +$1.36M +4,823 New
PA
718
Parkside Advisors
California
$1.42M -$110K -390 -8%
PWG
719
Private Wealth Group
Florida
$1.4M
MFG
720
Merit Financial Group
Georgia
$1.4M +$65.3K +231 +5%
GLR
721
Great Lakes Retirement
Ohio
$1.4M +$1.34M +4,730 New
AIC
722
Ameritas Investment Company
Nebraska
$1.39M +$323K +1,143 +32%
RWA
723
Ropes Wealth Advisors
Massachusetts
$1.39M +$144K +509 +12%
BFO
724
Biltmore Family Office
North Carolina
$1.39M +$1.33M +4,700 New
MWM
725
Merriman Wealth Management
Washington
$1.39M -$419K -1,483 -24%

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.