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Vanguard S&P 500 ETF

2,747 hedge funds and large institutions have $168B invested in Vanguard S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 216 funds opening new positions, 1,312 increasing their positions, 906 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 216 | Existing positions closed: 93

45% more repeat investments, than reductions

Existing positions increased: 1,312 | Existing positions reduced: 906

13% more call options, than puts

Call options by funds: $1.52B | Put options by funds: $1.35B

10% more capital invested

Capital invested by funds: $152B → $168B (+$15.8B)

3% more funds holding

Funds holding: 2,6642,747 (+83)

2% more funds holding in top 10

Funds holding in top 10: 628640 (+12)

2.22% less ownership

Funds ownership: 41.5%39.27% (-2.2%)

Holders
2,747
Holders Change
+83
Holders Change %
+3.12%
% of All Funds
39.57%
Holding in Top 10
640
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+1.91%
% of All Funds
9.22%
New
216
Increased
1,312
Reduced
906
Closed
93
Calls
$1.52B
Puts
$1.35B
Net Calls
+$174M
Net Calls Change
-$63.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BBWP
801
Beacon Bridge Wealth Partners
Pennsylvania
$9.96M -$299K -654 -3%
KFG
802
Kingdom Financial Group
Arizona
$9.95M +$3.23M +7,052 +52%
KA
803
Kovack Advisors
Florida
$9.91M +$717K +1,567 +8%
LFAS
804
Level Four Advisory Services
Texas
$9.9M
TF
805
Tompkins Financial
New York
$9.81M +$3.63M +7,928 +64%
LA
806
Legacy Advisors
Pennsylvania
$9.8M +$309K +675 +3%
IAS
807
Insigneo Advisory Services
Florida
$9.79M +$1.54M +3,361 +20%
SCP
808
Sivia Capital Partners
California
$9.78M +$29.7K +65 +0.3%
CFC
809
Coyle Financial Counsel
Illinois
$9.74M +$233K +508 +3%
WIA
810
Wetzel Investment Advisors
Indiana
$9.71M +$270K +590 +3%
ZCM
811
Ziegler Capital Management
Illinois
$9.65M +$68.7K +150 +0.8%
RPGK
812
Retirement Planning Group (Kansas)
Kansas
$9.64M +$522K +1,140 +6%
AQR Capital Management
813
AQR Capital Management
Connecticut
$9.64M +$1.39M +3,032 +18%
SSW
814
Smith Shellnut Wilson
Mississippi
$9.62M +$611K +1,335 +7%
KW
815
KWB Wealth
California
$9.62M -$106K -232 -1%
EP
816
Edgestream Partners
New Jersey
$9.6M +$2.05M +4,469 +29%
RPCA
817
Running Point Capital Advisors
California
$9.59M +$1.06M +2,323 +13%
LIA
818
LS Investment Advisors
Michigan
$9.46M +$2.87M +6,278 +47%
PFBT
819
Parkside Financial Bank & Trust
Missouri
$9.44M +$137K +299 +2%
FA
820
FSA Advisors
Michigan
$9.32M -$523K -1,143 -6%
CF
821
Copperwynd Financial
Arizona
$9.28M +$318K +695 +4%
TBWA
822
Three Bridge Wealth Advisors
California
$9.26M +$3.17M +6,926 +56%
LIA
823
LifePlan Investment Advisors
North Carolina
$9.26M +$109K +239 +1%
RWP
824
Reliant Wealth Planning
Kentucky
$9.25M -$19.6M -42,933 -69%
CWM
825
Connecticut Wealth Management
Connecticut
$9.23M +$173K +377 +2%

VOO Hedge Fund Activity: Q1 2024 in Review

2,747 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q1 2024, worth a combined $168B — up 10% from $152B a quarter earlier.

Buyers outnumbered sellers: 216 funds opened new VOO positions and 93 closed out — a net gain of 123 holders — while 1,312 added to existing stakes and 906 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $4.76B. The largest seller was Morgan Stanley, cutting an estimated $7.64B.

  • 2,747 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q1 2024, up from 2,664 in Q4 2023.
  • Funds reported $168B of Vanguard S&P 500 ETF stock for Q1 2024, up 10% quarter-over-quarter.
  • 216 funds opened new Vanguard S&P 500 ETF positions in Q1 2024 and 93 closed out, a net change of +123 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $4.76B added.
  • The largest Vanguard S&P 500 ETF seller in Q1 2024 was Morgan Stanley, an estimated $7.64B sold.

Based on aggregated 13F filings for Q1 2024.