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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
HP
826
Hikari Power
Japan
$9.23M
WFA
827
Websterrogers Financial Advisors
South Carolina
$9.2M +$1.52M +3,332 +21%
PSCM
828
Per Stirling Capital Management
Texas
$9.2M +$161K +351 +2%
AWM
829
Adams Wealth Management
Utah
$9.15M -$453K -990 -5%
AWM
830
Activest Wealth Management
Florida
$9.14M -$112K -244 -1%
SA
831
SpiderRock Advisors
Delaware
$9.12M +$8.83M +19,286 New
WSCM
832
Wellington Shields Capital Management
New York
$9.11M +$643K +1,406 +8%
BFG
833
Berger Financial Group
Minnesota
$9.06M -$203K -444 -2%
SAS
834
Stelac Advisory Services
New York
$9.03M +$1.7M +3,720 +25%
FC
835
Family CFO
California
$9.03M -$20.6K -45 -0.2%
IIM
836
InTrack Investment Management
Vermont
$9.02M +$110K +241 +1%
BCM
837
BluePointe Capital Management
California
$9.02M +$593K +1,296 +7%
NRI
838
NFP Retirement Inc
California
$8.97M -$85.6K -187 -1%
HT
839
Headlands Technologies
Illinois
$8.96M +$6.13M +13,391 +255%
HIA
840
Harbor Investment Advisory
Maryland
$8.91M +$81.9K +179 +1%
IFG
841
Independent Financial Group
California
$8.9M +$946K +2,066 +13%
SIA
842
Sage Investment Advisers
New York
$8.89M +$436K +952 +5%
MAA
843
Matrix Asset Advisors
New York
$8.88M +$1.79M +3,902 +27%
BTW
844
Boston Trust Walden
Massachusetts
$8.85M +$1.48M +3,233 +21%
GWM
845
Greenhouse Wealth Management
Connecticut
$8.82M -$197K -431 -2%
GRA
846
Golden Road Advisors
Florida
$8.82M -$161K -352 -2%
GC
847
Guggenheim Capital
Illinois
$8.81M -$2.71M -5,916 -24%
PAS
848
Park Avenue Securities
New York
$8.81M +$2.44M +5,324 +41%
AFGAS
849
Allegiance Financial Group Advisory Services
Virginia
$8.78M -$21.5K -47 -0.3%
LNWWM
850
Laird Norton Wetherby Wealth Management
California
$8.73M +$77.3K +169 +0.9%

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.