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Vanguard S&P 500 ETF

904 hedge funds and large institutions have $40.8B invested in Vanguard S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 394 increasing their positions, 263 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 37

50% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 263

20% more call options, than puts

Call options by funds: $57.4M | Put options by funds: $47.7M

3% more funds holding

Funds holding: 874904 (+30)

1% more capital invested

Capital invested by funds: $40.4B → $40.8B (+$433M)

0% more funds holding in top 10

Funds holding in top 10: 176176 (0)

0.17% less ownership

Funds ownership: 45.67%45.5% (-0.17%)

Holders
904
Holders Change
+30
Holders Change %
+3.43%
% of All Funds
20.7%
Holding in Top 10
176
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
4.03%
New
76
Increased
394
Reduced
263
Closed
37
Calls
$57.4M
Puts
$47.7M
Net Calls
+$9.66M
Net Calls Change
+$164K
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
826
Benjamin F. Edwards & Company
Missouri
$96K -$14.1K -57 -13%
LF
827
Lee Financial
Texas
$92K
PCFFS
828
Pacific Center for Financial Services
California
$91K +$83.4K +336 +1,159%
RBC
829
Roble Belko & Company
Pennsylvania
$87K
WAM
830
Watermark Asset Management
California
$87K
MFW
831
Mosaic Family Wealth
Missouri
$87K +$4.22K +17 +5%
JWM
832
Janiczek Wealth Management
Colorado
$86K +$85.1K +343 New
GI
833
Gradient Investments
Minnesota
$83K +$67.3K +271 +430%
AWM
834
Aevitas Wealth Management
Massachusetts
$81K +$80.7K +325 New
AIS
835
Accurate Investment Solutions
Pennsylvania
$77K -$12.2K -49 -14%
WEC
836
Winslow Evans & Crocker
Massachusetts
$76K
SNT
837
Security National Trust
West Virginia
$76K +$9.19K +37 +14%
AC
838
Avestar Capital
New York
$71K
RFM
839
Royal Fund Management
Florida
$69K +$13.4K +54 +24%
WIM
840
Westside Investment Management
California
$68.9K +$745 +3 +1%
NWM
841
Northwest Wealth Management
Iowa
$68K -$45.2K -182 -40%
PSC
842
Prentiss Smith & Co
Vermont
$65K
KL
843
KWMG LLC
Kansas
$63K +$62.8K +253 New
AIM
844
Advantage Investment Management
Iowa
$61K +$60.3K +243 New
LFA
845
Legacy Financial Advisors
Kentucky
$58K
BWM
846
Baystate Wealth Management
Massachusetts
$58K +$248 +1 +0.4%
IP
847
Intellectus Partners
California
$57K
LIA
848
LS Investment Advisors
Michigan
$57K
MPWT
849
MassMutual Private Wealth & Trust
Connecticut
$54.9K -$80.7K -325 -60%
TCCM
850
Timber Creek Capital Management
Massachusetts
$53K

VOO Hedge Fund Activity: Q2 2018 in Review

904 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q2 2018, worth a combined $40.8B — up 1.1% from $40.4B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new VOO positions and 37 closed out — a net gain of 39 holders — while 394 added to existing stakes and 263 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $701M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $802M.

  • 904 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q2 2018, up from 874 in Q1 2018.
  • Funds reported $40.8B of Vanguard S&P 500 ETF stock for Q2 2018, up 1.1% quarter-over-quarter.
  • 76 funds opened new Vanguard S&P 500 ETF positions in Q2 2018 and 37 closed out, a net change of +39 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $701M added.
  • The largest Vanguard S&P 500 ETF seller in Q2 2018 was Varma Mutual Pension Insurance Co, an estimated $802M sold.

Based on aggregated 13F filings for Q2 2018.