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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
TCM
876
TD Capital Management
Tennessee
$8.24M +$62.2K +136 +0.8%
FUBT
877
First United Bank & Trust
Maryland
$8.23M -$92.9K -203 -1%
GAG
878
GM Advisory Group
New York
$8.21M +$111K +242 +1%
CCMG
879
Clark Capital Management Group
Pennsylvania
$8.17M +$404K +883 +5%
Lazard Asset Management
880
Lazard Asset Management
New York
$8.14M +$1.68M +3,675 +28%
TFS
881
Thoroughbred Financial Services
Tennessee
$8.14M -$1.83M -3,999 -19%
AGP
882
Autumn Glory Partners
Texas
$8.03M +$1.83K +4 +0%
PIM
883
Pullen Investment Management
Florida
$8.02M +$7.64M +16,693 New
CSIC
884
Clifford Swan Investment Counsel
California
$8.02M +$127K +277 +2%
NWA
885
Navis Wealth Advisors
New York
$8M
NEPWA
886
New England Private Wealth Advisors
Massachusetts
$8M -$384K -839 -5%
CAG
887
Csenge Advisory Group
Florida
$7.99M -$294K -642 -4%
DS
888
DRW Securities
Illinois
$7.97M +$6.51M +14,220 +602%
FFA
889
First Foundation Advisors
California
$7.94M -$1.4M -3,054 -16%
FPAS
890
Focus Partners Advisor Solutions
Missouri
$7.92M -$1.74M -3,799 -19%
BBNA
891
Bremer Bank National Association
Minnesota
$7.9M +$343K +749 +5%
FFWM
892
Future Financial Wealth Management
Ohio
$7.83M +$1.53M +3,350 +26%
NF
893
NavPoint Financial
Minnesota
$7.82M -$281K -615 -4%
FFA
894
Florida Financial Advisors
Florida
$7.82M +$2.05M +4,476 +38%
UOC
895
University of Chicago
Illinois
$7.82M -$739K -1,615 -9%
PFG
896
PAX Financial Group
Texas
$7.79M +$67.3K +147 +0.9%
ACI
897
Alpha Cubed Investments
California
$7.77M -$938K -2,050 -11%
NEWAS
898
N.E.W. Advisory Services
Wisconsin
$7.74M +$2.22M +4,859 +43%
HIMC
899
Heritage Investors Management Corp
Maryland
$7.72M -$194K -424 -3%
MAM
900
Marotta Asset Management
Virginia
$7.7M -$127K -277 -2%

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.