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Vanguard S&P 500 ETF

2,747 hedge funds and large institutions have $168B invested in Vanguard S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 216 funds opening new positions, 1,312 increasing their positions, 906 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 216 | Existing positions closed: 93

45% more repeat investments, than reductions

Existing positions increased: 1,312 | Existing positions reduced: 906

13% more call options, than puts

Call options by funds: $1.52B | Put options by funds: $1.35B

10% more capital invested

Capital invested by funds: $152B → $168B (+$15.8B)

3% more funds holding

Funds holding: 2,6642,747 (+83)

2% more funds holding in top 10

Funds holding in top 10: 628640 (+12)

2.22% less ownership

Funds ownership: 41.5%39.27% (-2.2%)

Holders
2,747
Holders Change
+83
Holders Change %
+3.12%
% of All Funds
39.57%
Holding in Top 10
640
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+1.91%
% of All Funds
9.22%
New
216
Increased
1,312
Reduced
906
Closed
93
Calls
$1.52B
Puts
$1.35B
Net Calls
+$174M
Net Calls Change
-$63.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
701
Courier Capital
New York
$13.4M +$6.94M +15,171 +119%
G
702
Gainplan
Michigan
$13.3M +$666K +1,455 +6%
PA
703
Parkside Advisors
California
$13.3M -$625K -1,366 -5%
PGF
704
Plan Group Financial
Oklahoma
$13.3M +$2.67M +5,823 +27%
WCFA
705
Walkner Condon Financial Advisors
Wisconsin
$13.2M +$457K +999 +4%
RIA
706
Regal Investment Advisors
Michigan
$13.2M +$352K +770 +3%
GWANC
707
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.1M +$18.8K +41 +0.2%
GWA
708
Gibson Wealth Advisors
Texas
$13.1M +$12.4M +27,189 New
EWA
709
Evolution Wealth Advisors
Florida
$13.1M -$380K -830 -3%
GH
710
GAM Holding
Switzerland
$13.1M -$5.3M -11,580 -30%
FW
711
Fairway Wealth
Ohio
$13M +$22.9K +50 +0.2%
NSAM
712
North Star Asset Management
Wisconsin
$13M -$12.8M -28,007 -51%
PTC
713
Philadelphia Trust Company
Pennsylvania
$12.9M +$27.5K +60 +0.2%
TFCP
714
Twin Focus Capital Partners
Massachusetts
$12.9M +$69.1K +151 +0.6%
DC
715
DeDora Capital
California
$12.9M -$1.15M -2,510 -9%
NG
716
Northstar Group
New York
$12.8M +$160K +349 +1%
USCWA
717
U.S. Capital Wealth Advisors
Texas
$12.8M +$760K +1,660 +7%
MWM
718
Mittelman Wealth Management
Massachusetts
$12.8M +$12.2M +26,574 New
SC
719
Schoolcraft Capital
Colorado
$12.7M -$434K -949 -3%
SWM
720
Sendero Wealth Management
Texas
$12.7M -$416K -909 -3%
SAI
721
Savvy Advisors Inc
New York
$12.7M +$6.72M +14,681 +125%
VST
722
Van Strum & Towne
California
$12.7M -$1.12M -2,445 -8%
HTC
723
Haverford Trust Company
Pennsylvania
$12.6M -$66.4K -145 -0.5%
UI
724
Unconventional Investor
New Hampshire
$12.6M +$48.5K +106 +0.4%
AP
725
Adero Partners
California
$12.6M +$42.1K +92 +0.4%

VOO Hedge Fund Activity: Q1 2024 in Review

2,747 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q1 2024, worth a combined $168B — up 10% from $152B a quarter earlier.

Buyers outnumbered sellers: 216 funds opened new VOO positions and 93 closed out — a net gain of 123 holders — while 1,312 added to existing stakes and 906 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $4.76B. The largest seller was Morgan Stanley, cutting an estimated $7.64B.

  • 2,747 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q1 2024, up from 2,664 in Q4 2023.
  • Funds reported $168B of Vanguard S&P 500 ETF stock for Q1 2024, up 10% quarter-over-quarter.
  • 216 funds opened new Vanguard S&P 500 ETF positions in Q1 2024 and 93 closed out, a net change of +123 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $4.76B added.
  • The largest Vanguard S&P 500 ETF seller in Q1 2024 was Morgan Stanley, an estimated $7.64B sold.

Based on aggregated 13F filings for Q1 2024.