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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
USAA
51
United Services Automobile Association
Texas
$245M -$13.5M -47,622 -5%
Bessemer Group
52
Bessemer Group
New Jersey
$239M -$6.31M -22,299 -3%
Truist Financial
53
Truist Financial
North Carolina
$228M +$149M +526,364 +216%
JFG
54
JMG Financial Group
Illinois
$226M +$16.9M +59,582 +8%
KP
55
Keel Point
Alabama
$225M -$7.91M -27,953 -4%
CIBC Asset Management
56
CIBC Asset Management
Ontario, Canada
$219M +$2.33M +8,243 +1%
LMIM
57
Lockheed Martin Investment Management
Maryland
$217M +$43.8M +155,000 +27%
GL
58
Globe Life
Texas
$207M +$1.89M +6,690 +1%
GT
59
Glenmede Trust
Pennsylvania
$199M +$1.5M +5,313 +0.8%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$197M +$9.75M +34,481 +5%
WANY
61
Wealthspire Advisors (New York)
New York
$194M -$3.14M -11,086 -2%
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$192M +$53.6M +189,460 +41%
AIA
63
Angeles Investment Advisors
California
$188M +$27.9M +98,680 +18%
State of Tennessee, Department of Treasury
64
State of Tennessee, Department of Treasury
Tennessee
$184M
Fiera Capital (Canada)
65
Fiera Capital (Canada)
Quebec, Canada
$183M +$1.44M +5,077 +0.8%
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$175M +$68M +240,241 +68%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$172M +$110M +390,484 +204%
Fisher Asset Management
68
Fisher Asset Management
Washington
$168M +$12.3M +43,318 +8%
BJ
69
Brouwer & Janachowski
California
$167M -$2.72M -9,623 -2%
NMIMC
70
Northwestern Mutual Investment Management Company
Wisconsin
$164M +$28.7M +101,500 +22%
LTFS
71
Ladenburg Thalmann Financial Services
Florida
$160M +$1.36M +4,823 +0.8%
DT
72
Diversified Trust
Tennessee
$156M +$8.58M +30,325 +6%
PPFA
73
Provida Pension Fund Administrator
Chile
$150M +$68.9M +243,616 +92%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$149M -$20.1M -70,907 -12%
Neuberger Berman Group
75
Neuberger Berman Group
New York
$133M -$2.17M -7,665 -2%

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.