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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
BCIM
851
Bishop & Co Investment Management
Pennsylvania
$808K -$10.5K -37 -1%
PAM
852
Private Asset Management
California
$807K
SWM
853
Southern Wealth Management
Texas
$805K +$770K +2,723 New
RC
854
Rinet Company
Massachusetts
$801K +$1.41K +5 +0.2%
Kayne Anderson Rudnick Investment Management
855
Kayne Anderson Rudnick Investment Management
California
$799K
GAM
856
Griffin Asset Management
New York
$790K +$3.11K +11 +0.4%
CP
857
Corbenic Partners
Pennsylvania
$790K +$755K +2,670 New
IAP
858
Indie Asset Partners
Indiana
$790K +$755K +2,670 New
VHAM
859
Van Hulzen Asset Management
California
$786K -$112K -396 -13%
VCM
860
Violich Capital Management
California
$776K +$43.3K +153 +6%
ATIA
861
American Trust Investment Advisors
New Hampshire
$775K -$96.2K -340 -11%
BIA
862
BHK Investment Advisors
Alabama
$774K
HIA
863
Harbor Investment Advisory
Maryland
$769K +$735K +2,599 New
SWA
864
Stratos Wealth Advisors
Ohio
$766K -$596K -2,107 -45%
MMPW
865
Mitchell McLeod Pugh & Williams
Alabama
$763K +$3.39K +12 +0.5%
WP
866
WealthShield Partners
North Carolina
$761K +$167K +590 +30%
BOS
867
Bingham Osborn & Scarborough
California
$758K -$3.68K -13 -0.5%
ECM
868
EagleClaw Capital Management
Massachusetts
$758K
TI
869
tru Independence
Oregon
$758K +$905K +3,201 New
AWM
870
Aries Wealth Management
Maine
$757K
HR
871
Howe & Rusling
New York
$753K +$714K +2,524 +12,620%
PFS
872
Prospera Financial Services
Texas
$745K +$37.3K +132 +6%
PWLP
873
Prio Wealth Limited Partnership
Massachusetts
$743K
GSIS
874
Global Strategic Investment Solutions
Arizona
$741K +$1.7K +6 +0.2%
PFGIA
875
Patriot Financial Group Insurance Agency
Massachusetts
$739K +$182K +645 +35%

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.