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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
MM
876
Meridian Management
Arkansas
$738K
SFSIG
877
San Francisco Sentry Investment Group
California
$735K -$10.7K -38 -2%
MCM
878
McRae Capital Management
New Jersey
$732K -$566 -2 -0.1%
PD
879
Planning Directions
Pennsylvania
$727K +$5.94K +21 +0.9%
AW
880
ACG Wealth
Georgia
$725K -$24.9K -88 -3%
RZH
881
Relyea Zuckerberg Hanson
Connecticut
$724K +$693K +2,449 New
LW
882
Linscomb Wealth
Texas
$717K +$685K +2,423 New
GHA
883
GW Henssler & Associates
Georgia
$716K +$48.1K +170 +8%
GIA
884
Guyasuta Investment Advisors
Pennsylvania
$714K
AWA
885
Alaska Wealth Advisors
Alaska
$714K +$683K +2,414 New
FCA
886
FinTrust Capital Advisors
South Carolina
$703K +$226K +800 +51%
RMDI
887
R.M. Davis Inc
Maine
$701K -$20.1K -71 -3%
FAT
888
First American Trust
California
$698K +$667K +2,359 New
PFM
889
Parsec Financial Management
North Carolina
$691K +$112K +396 +20%
SS
890
Sunbelt Securities
Texas
$688K +$37.6K +133 +6%
BFEC
891
Benjamin F. Edwards & Company
Missouri
$686K +$161K +569 +33%
OCM
892
Orser Capital Management
Texas
$684K
RIA
893
Realta Investment Advisors
Delaware
$678K -$54K -191 -8%
SCM
894
Seascape Capital Management
New Hampshire
$675K +$646K +2,282 New
TCM
895
Tandem Capital Management
New Jersey
$671K +$642K +2,270 New
IC
896
Intersect Capital
California
$668K -$28.6K -101 -4%
CBT
897
Central Bank & Trust
Kentucky
$663K
RIS
898
Retirement Income Solutions
Michigan
$661K +$632K +2,233 New
MWM
899
Meridian Wealth Management
Kentucky
$660K -$90.5K -320 -13%
CAM
900
Concorde Asset Management
Michigan
$657K -$145K -514 -19%

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.