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Vanguard S&P 500 ETF

844 hedge funds and large institutions have $40.7B invested in Vanguard S&P 500 ETF in 2017 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 315 increasing their positions, 225 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

504% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 26

40% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 225

20% more call options, than puts

Call options by funds: $27M | Put options by funds: $22.5M

17% more funds holding

Funds holding: 720844 (+124)

17% more capital invested

Capital invested by funds: $34.9B → $40.7B (+$5.82B)

16% more funds holding in top 10

Funds holding in top 10: 154178 (+24)

1.63% more ownership

Funds ownership: 47.06%48.69% (+1.6%)

Holders
844
Holders Change
+124
Holders Change %
+17.22%
% of All Funds
19.14%
Holding in Top 10
178
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+15.58%
% of All Funds
4.04%
New
157
Increased
315
Reduced
225
Closed
26
Calls
$27M
Puts
$22.5M
Net Calls
+$4.54M
Net Calls Change
+$6.98M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
776
Virtue Capital Management
Tennessee
$79K +$77.4K +324 New
LNB
777
Ledyard National Bank
$78K +$64.5K +270 +551%
WC
778
Westwind Capital
New Mexico
$77K +$74.6K +312 New
OWA
779
One Wealth Advisors
California
$75K +$73.4K +307 New
AC
780
Avestar Capital
New York
$67K +$66.7K +279 New
WEC
781
Winslow Evans & Crocker
Massachusetts
$64.5K
PSC
782
Prentiss Smith & Co
Vermont
$64K
AIS
783
Accurate Investment Solutions
Pennsylvania
$63K +$478 +2 +0.8%
FNB
784
Farmers National Bank
Kentucky
$63K +$61.7K +258 New
CFA
785
Carroll Financial Associates
North Carolina
$61K
VIA
786
Vantage Investment Advisors
Pennsylvania
$61K
SQA
787
Simon Quick Advisors
New Jersey
$60K +$55.2K +231 New
BWM
788
Baystate Wealth Management
Massachusetts
$59K +$11.7K +49 +27%
FC
789
Fiduciary Counselling
Minnesota
$57K +$55.2K +231 New
LIA
790
LS Investment Advisors
Michigan
$56K -$239K -1,000 -81%
WIM
791
Westside Investment Management
California
$54.9K +$239 +1 +0.5%
TCCM
792
Timber Creek Capital Management
Massachusetts
$52K
MCM
793
Monument Capital Management
Virginia
$49K +$48K +201 New
GI
794
Gradient Investments
Minnesota
$48K +$46.8K +196 New
SHJ
795
Sharkey, Howes & Javer
Colorado
$47K
SC
796
Sawyer & Company
Massachusetts
$45K +$43.7K +183 New
FA
797
Fortis Advisors
Pennsylvania
$43K +$40.4K +169 +3,380%
NC
798
NewSquare Capital
Pennsylvania
$43K +$41.6K +174 New
RFM
799
Royal Fund Management
Florida
$40K -$44K -184 -53%
QCG
800
Quadrant Capital Group
Ohio
$40K -$22.9K -96 -35%

VOO Hedge Fund Activity: Q4 2017 in Review

844 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q4 2017, worth a combined $40.7B — up 17% from $34.9B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new VOO positions and 26 closed out — a net gain of 131 holders — while 315 added to existing stakes and 225 trimmed.

The largest buyer was Bank of America, adding an estimated $1.31B. The largest seller was JP Morgan Chase, cutting an estimated $1.11B.

  • 844 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q4 2017, up from 720 in Q3 2017.
  • Funds reported $40.7B of Vanguard S&P 500 ETF stock for Q4 2017, up 17% quarter-over-quarter.
  • 157 funds opened new Vanguard S&P 500 ETF positions in Q4 2017 and 26 closed out, a net change of +131 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q4 2017 was Bank of America, an estimated $1.31B added.
  • The largest Vanguard S&P 500 ETF seller in Q4 2017 was JP Morgan Chase, an estimated $1.11B sold.

Based on aggregated 13F filings for Q4 2017.