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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
THWM
726
Taylor Hoffman Wealth Management
Virginia
$320K +$70.5K +284 +28%
DY
727
Dowling & Yahnke
California
$319K -$297K -1,196 -48%
AA
728
Apriem Advisors
California
$318K +$317K +1,276 New
1IA
729
1834 Investment Advisors
Wisconsin
$317K
FTC
730
Farmers Trust Company
Ohio
$315K
BWA
731
BDO Wealth Advisors
Florida
$311K +$285K +1,148 +1,148%
NGA
732
Naples Global Advisors
Florida
$305K
SIA
733
Starfire Investment Advisers
Michigan
$300K +$1.24K +5 +0.4%
EWA
734
EP Wealth Advisors
California
$300K +$24.8K +100 +9%
TL
735
TrueWealth LLC
Georgia
$300K +$42K +169 +16%
CC
736
Capital Counsel
New York
$299K
RP
737
Rice Partnership
Hawaii
$299K +$298K +1,199 New
RM
738
Resource Management
Louisiana
$298K +$7.7K +31 +3%
CAC
739
Certified Advisory Corp
Florida
$296K +$745 +3 +0.3%
WAOTB
740
Wealth Advisors of Tampa Bay
Florida
$295K +$6.21K +25 +2%
PWW
741
Pettyjohn Wood & White
Virginia
$293K
GC
742
Grimes & Company
Massachusetts
$293K +$14.1K +57 +5%
DMC
743
Drexel Morgan & Co
Pennsylvania
$292K -$9.93K -40 -3%
BTNA
744
Bremer Trust National Association
Minnesota
$291K -$8.69K -35 -3%
EWM
745
Empirical Wealth Management
Washington
$290K -$49.1K -198 -15%
AF
746
Allworth Financial
California
$290K +$204K +822 +242%
OCM
747
Orser Capital Management
Texas
$290K +$281K +1,130 New
SFG
748
SNS Financial Group
Minnesota
$287K +$30K +121 +12%
SFM
749
Signet Financial Management
New Jersey
$286K -$25.6K -103 -8%
CHA
750
Cooper/Haims Advisors
New York
$286K +$285K +1,147 New

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.