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Vanguard S&P 500 ETF

1,125 hedge funds and large institutions have $58.2B invested in Vanguard S&P 500 ETF in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 521 increasing their positions, 331 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 521 | Existing positions reduced: 331

43% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 53

7% more capital invested

Capital invested by funds: $54.3B → $58.2B (+$3.95B)

7% more funds holding in top 10

Funds holding in top 10: 216231 (+15)

1% more funds holding

Funds holding: 1,1151,125 (+10)

0.72% more ownership

Funds ownership: 47.28%48% (+0.72%)

59% less call options, than puts

Call options by funds: $70.1M | Put options by funds: $170M

Holders
1,125
Holders Change
+10
Holders Change %
+0.9%
% of All Funds
24.67%
Holding in Top 10
231
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+6.94%
% of All Funds
5.07%
New
76
Increased
521
Reduced
331
Closed
53
Calls
$70.1M
Puts
$170M
Net Calls
-$100M
Net Calls Change
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
826
World Investment Advisors
California
$543K +$97.2K +358 +22%
WP
827
WealthShield Partners
North Carolina
$541K
BHIA
828
Birch Hill Investment Advisors
Massachusetts
$539K
CC
829
Courier Capital
New York
$533K -$47.8K -176 -8%
MBT
830
Montecito Bank & Trust
California
$530K -$204K -750 -28%
SWA
831
SFMG Wealth Advisors
Texas
$530K
PFM
832
Parsec Financial Management
North Carolina
$529K -$22.3K -82 -4%
ODCM
833
Old Dominion Capital Management
Virginia
$529K -$271 -1 -0.1%
CIA
834
Covington Investment Advisors
Pennsylvania
$528K
CCM
835
Carlson Capital Management
Minnesota
$527K -$155K -572 -23%
RIM
836
Rampart Investment Management
Connecticut
$524K -$346K -1,276 -40%
AFS
837
Access Financial Services
Minnesota
$521K -$328K -1,210 -39%
BCA
838
Bernzott Capital Advisors
California
$518K
1SB
839
1ST Source Bank
Indiana
$517K
MWA
840
MFA Wealth Advisors
Pennsylvania
$515K
LRIA
841
Leonard Rickey Investment Advisors
Washington
$509K -$55.4K -204 -10%
WA
842
Winfield Associates
Ohio
$508K +$38K +140 +8%
BBHC
843
Brown Brothers Harriman & Co
New York
$507K +$196K +721 +63%
BFO
844
Boston Family Office
Massachusetts
$505K
FPFS
845
First Personal Financial Services
North Carolina
$505K
PFGIA
846
Patriot Financial Group Insurance Agency
Massachusetts
$505K +$17.4K +64 +4%
NCM
847
Next Capital Management
New York
$504K +$183K +675 +57%
FC
848
Financial Consulate
Maryland
$500K +$222K +819 +81%
MIM
849
Moseley Investment Management
Florida
$497K -$33.9K -125 -6%
BWCS
850
Beirne Wealth Consulting Services
Connecticut
$495K

VOO Hedge Fund Activity: Q3 2019 in Review

1,125 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q3 2019, worth a combined $58.2B — up 7.3% from $54.3B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new VOO positions and 53 closed out — a net gain of 23 holders — while 521 added to existing stakes and 331 trimmed.

The largest buyer was State Farm Mutual Automobile Insurance, opening a new position worth an estimated $878M. The largest seller was Clal Insurance, cutting an estimated $369M.

  • 1,125 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q3 2019, up from 1,115 in Q2 2019.
  • Funds reported $58.2B of Vanguard S&P 500 ETF stock for Q3 2019, up 7.3% quarter-over-quarter.
  • 76 funds opened new Vanguard S&P 500 ETF positions in Q3 2019 and 53 closed out, a net change of +23 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q3 2019 was State Farm Mutual Automobile Insurance, an estimated $878M added.
  • The largest Vanguard S&P 500 ETF seller in Q3 2019 was Clal Insurance, an estimated $369M sold.

Based on aggregated 13F filings for Q3 2019.