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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
EWA
751
Evolution Wealth Advisors
Florida
$1.23M +$1.18M +4,168 New
KAH
752
Kathryn A. Hall
$1.23M
EF
753
Empirical Finance
Pennsylvania
$1.23M +$379K +1,341 +48%
HL
754
HeadInvest LLC
Maine
$1.22M -$30K -106 -3%
NB
755
Nicolet Bankshares
Wisconsin
$1.21M +$61.1K +216 +6%
SC
756
Sawyer & Company
Massachusetts
$1.21M +$1.01M +3,565 +699%
NCM
757
Nelson Capital Management
California
$1.19M +$31.4K +111 +3%
TFS
758
TrustCore Financial Services
Tennessee
$1.18M -$61.9K -219 -5%
EGA
759
E&G Advisors
Texas
$1.18M
OWD
760
Osborn Williams & Donohoe
Ohio
$1.17M +$18.7K +66 +2%
WA1
761
Wimmer Associates 1
California
$1.17M -$100K -355 -8%
NP
762
NorthRock Partners
Minnesota
$1.16M -$261K -921 -19%
ESB
763
Essex Savings Bank
Connecticut
$1.14M -$2.4M -8,496 -69%
MCM
764
Monument Capital Management
Virginia
$1.14M +$5.66K +20 +0.5%
TCM
765
Traynor Capital Management
Pennsylvania
$1.14M -$9.62K -34 -0.9%
W
766
WealthOne
New York
$1.13M +$98.7K +349 +10%
W
767
Wealthquest
Ohio
$1.13M +$1.08M +3,817 New
PF
768
Phoenix Financial
Israel
$1.12M +$1.08M +3,825 New
TCOV
769
Trust Company of Vermont
Vermont
$1.12M +$65.1K +230 +6%
LPT
770
Legacy Private Trust
Wisconsin
$1.11M +$296K +1,045 +38%
BS
771
Boenning & Scattergood
Pennsylvania
$1.11M +$28.3K +100 +3%
SCA
772
Stokes Capital Advisors
South Carolina
$1.1M
CAAS
773
Capital Asset Advisory Services
Michigan
$1.1M +$1.01M +3,565 New
BAM
774
Barrett Asset Management
New York
$1.1M
BMO
775
Beck Mack & Oliver
New York
$1.09M -$42.4K -150 -4%

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.