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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
LWCFA
876
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K
BWP
877
Baldwin Wealth Partners
Massachusetts
$22K +$22.3K +90 New
PO
878
Private Ocean
California
$20K
PA
879
Perennial Advisors
New York
$18K
VCM
880
Vigilant Capital Management
Maine
$18K
CFN
881
Cordasco Financial Network
Florida
$18K +$18.1K +73 New
GAM
882
Gemmer Asset Management
California
$16K
LYV
883
Live Your Vision
Pennsylvania
$16K
DSI
884
Daiwa SB Investments
Japan
$15K -$12.4K -50 -45%
NA
885
NewEdge Advisors
Louisiana
$14.8K +$3.36M +13,517 +29%
FNB
886
Farmers National Bank
Kentucky
$14K
HI
887
Hudock Inc
Pennsylvania
$13K
RCG
888
Ruggie Capital Group
Florida
$12K
MCM
889
Monument Capital Management
Virginia
$11K -$37K -149 -76%
WC
890
Whitney & Co
New York
$10K
YWP
891
YorkBridge Wealth Partners
New York
$10K
GCM
892
Gables Capital Management
Florida
$10K +$9.93K +40 New
AOWM
893
Alpha Omega Wealth Management
Virginia
$6K
PFGIA
894
Patriot Financial Group Insurance Agency
Massachusetts
$6K
HS
895
Horan Securities
United States
$5K +$4.96K +20 New
Carson Wealth (CWM LLC)
896
Carson Wealth (CWM LLC)
Nebraska
$4K +$2.48K +10 +125%
OC
897
Oakworth Capital
Alabama
$4K +$4.47K +18 New
GTAM
898
Global Trust Asset Management
Florida
$3K
RFA
899
Reilly Financial Advisors
California
$3K
OBWP
900
O'Brien Wealth Partners
Massachusetts
$2K

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.