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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
CHA
801
Cooper/Haims Advisors
New York
$968K +$1.41K +5 +0.2%
PIA
802
Pinion Investment Advisors
Kansas
$967K +$165K +584 +22%
CA
803
Capital Advantage
California
$966K +$403K +1,426 +81%
AP
804
Adero Partners
California
$965K +$923K +3,264 New
CBT
805
Capital Bank & Trust
California
$964K
FCCM
806
First City Capital Management
Georgia
$963K +$485K +1,713 +111%
IC
807
InterOcean Capital
Illinois
$960K
SC
808
Savant Capital
Illinois
$958K +$326K +1,151 +55%
NL
809
NWAM LLC
Washington
$955K +$493K +1,743 +117%
DCM
810
Disciplina Capital Management
Tennessee
$942K -$849K -3,000 -49%
BHWM
811
Bay Harbor Wealth Management
Maryland
$939K -$1.7K -6 -0.2%
AIM
812
Allen Investment Management
New York
$939K +$193K +683 +27%
TFS
813
Thoroughbred Financial Services
Tennessee
$929K -$54.9K -194 -6%
SWM
814
SeaCrest Wealth Management
New York
$928K +$41.9K +148 +5%
WA
815
WBH Advisory
Maryland
$927K +$111K +393 +14%
PSP
816
Principal Street Partners
Tennessee
$923K +$8.49K +30 +1%
LSA
817
Lion Street Advisors
Texas
$918K +$877K +3,101 New
FWCM
818
Ferguson Wellman Capital Management
Oregon
$917K -$23.8K -84 -3%
HB
819
Horizon Bancorp
Indiana
$917K +$877K +3,100 New
GG
820
GenWealth Group
New Jersey
$910K
TI
821
Truepoint Inc
Ohio
$910K +$4.81K +17 +0.6%
VDI
822
Vaughan David Investments
Illinois
$907K
SYBT
823
Stock Yards Bank & Trust
Kentucky
$906K +$15.8K +56 +2%
APW
824
Aurora Private Wealth
New Jersey
$897K +$857K +3,031 New
TAM
825
Tocqueville Asset Management
New York
$893K -$339K -1,200 -28%

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.