We are live on ! Find out more
VOO icon

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
NSB
801
Norway Savings Bank
Maine
$40K
AWE
802
Avidian Wealth Enterprises
Texas
$39.2K +$2.7M +11,285 +8%
Carson Wealth (CWM LLC)
803
Carson Wealth (CWM LLC)
Nebraska
$39K +$1.91K +8 +5%
MSA
804
Marino Stram & Associates
Massachusetts
$39K +$38K +159 New
RPG
805
Risk Paradigm Group
Texas
$37.3K
JFGIW
806
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37K
BWA
807
BDO Wealth Advisors
Florida
$34K
CT
808
Clearstead Trust
Maine
$34K
DSI
809
Daiwa SB Investments
Japan
$32K -$4.27M -17,850 -99%
FPFS
810
First Personal Financial Services
North Carolina
$32K
MWM
811
MinichMacGregor Wealth Management
New York
$26K
JWA
812
JFS Wealth Advisors
Pennsylvania
$25K
PG
813
Patten Group
Tennessee
$25K
SSB
814
Sandy Spring Bank
Maryland
$25K
SWMG
815
Signature Wealth Management Group
Georgia
$25K +$23.9K +100 New
LWCFA
816
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K -$956 -4 -4%
SWP
817
Strategic Wealth Partners
Ohio
$24K +$23.7K +99 New
LFA
818
Legacy Financial Advisors
Kentucky
$23K +$22.5K +94 New
HR
819
Howe & Rusling
New York
$22K
PWM
820
Paulson Wealth Management
Illinois
$20K +$19.6K +82 New
PO
821
Private Ocean
California
$20K +$19.6K +82 New
PA
822
Perennial Advisors
New York
$18K +$17.2K +72 New
LYV
823
Live Your Vision
Pennsylvania
$16K
HI
824
Hudock Inc
Pennsylvania
$13K +$12.7K +53 New
RCG
825
Ruggie Capital Group
Florida
$12K

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.