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Vanguard S&P 500 ETF

2,830 hedge funds and large institutions have $181B invested in Vanguard S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 207 funds opening new positions, 1,295 increasing their positions, 912 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 88

42% more repeat investments, than reductions

Existing positions increased: 1,295 | Existing positions reduced: 912

8% more capital invested

Capital invested by funds: $168B → $181B (+$13.8B)

4% more funds holding in top 10

Funds holding in top 10: 640665 (+25)

3% more funds holding

Funds holding: 2,7472,830 (+83)

0.07% less ownership

Funds ownership: 39.27%39.2% (-0.07%)

5% less call options, than puts

Call options by funds: $964M | Put options by funds: $1.01B

Holders
2,830
Holders Change
+83
Holders Change %
+3.02%
% of All Funds
40.87%
Holding in Top 10
665
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+3.91%
% of All Funds
9.6%
New
207
Increased
1,295
Reduced
912
Closed
88
Calls
$964M
Puts
$1.01B
Net Calls
-$45.5M
Net Calls Change
-$219M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$525M +$12.2M +25,343 +2%
GA
52
Geller Advisors
New York
$508M +$43.7M +90,711 +10%
CA
53
Cambridge Associates
Massachusetts
$506M +$25.2M +52,351 +5%
FWM
54
FFT Wealth Management
Pennsylvania
$503M -$56.2M -116,772 -10%
PMFA
55
Plante Moran Financial Advisors
Michigan
$499M +$38.1M +79,256 +9%
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$496M +$66.2M +137,541 +16%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$491M +$96.9M +201,278 +26%
NMIMC
58
Northwestern Mutual Investment Management Company
Wisconsin
$454M -$24.2M -50,315 -5%
CTAF
59
Call To Action Foundation
Utah
$454M -$43.9M -91,148 -9%
AIIMS
60
Analyst IMS Investment Management Services
Israel
$449M -$9.16M -19,028 -2%
STA
61
Summit Trail Advisors
New York
$444M +$33.6M +69,806 +9%
CM
62
Churchill Management
California
$438M -$268K -556 -0.1%
Osaic Holdings
63
Osaic Holdings
Arizona
$430M -$60.4M -125,522 -13%
TIAA Trust, National Association
64
TIAA Trust, National Association
North Carolina
$428M -$12.1M -25,175 -3%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$416M -$6.54M -13,587 -2%
Bessemer Group
66
Bessemer Group
New Jersey
$414M -$8.89M -18,474 -2%
NHC
67
Nicholas Hoffman & Company
Georgia
$411M +$40.2M +83,506 +11%
CIBC Asset Management
68
CIBC Asset Management
Ontario, Canada
$397M +$312K +649 +0.1%
DT
69
Diversified Trust
Tennessee
$394M +$15M +31,141 +4%
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$394M -$13.8M -28,717 -4%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$369M +$183M +379,677 +106%
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$366M +$22.7M +47,106 +7%
G
73
GenTrust
Florida
$363M +$36.9M +76,672 +12%
IL
74
Investure LLC
Virginia
$358M +$287M +597,416 +505%
Mariner
75
Mariner
Kansas
$357M +$10.5M +21,772 +3%

VOO Hedge Fund Activity: Q2 2024 in Review

2,830 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q2 2024, worth a combined $181B — up 8.2% from $168B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new VOO positions and 88 closed out — a net gain of 119 holders — while 1,295 added to existing stakes and 912 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $3.48B. The largest seller was Global Assets Advisory, cutting an estimated $1.63B.

  • 2,830 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q2 2024, up from 2,747 in Q1 2024.
  • Funds reported $181B of Vanguard S&P 500 ETF stock for Q2 2024, up 8.2% quarter-over-quarter.
  • 207 funds opened new Vanguard S&P 500 ETF positions in Q2 2024 and 88 closed out, a net change of +119 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $3.48B added.
  • The largest Vanguard S&P 500 ETF seller in Q2 2024 was Global Assets Advisory, an estimated $1.63B sold.

Based on aggregated 13F filings for Q2 2024.