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Vanguard S&P 500 ETF

1,125 hedge funds and large institutions have $58.2B invested in Vanguard S&P 500 ETF in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 521 increasing their positions, 331 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 521 | Existing positions reduced: 331

43% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 53

7% more capital invested

Capital invested by funds: $54.3B → $58.2B (+$3.95B)

7% more funds holding in top 10

Funds holding in top 10: 216231 (+15)

1% more funds holding

Funds holding: 1,1151,125 (+10)

0.72% more ownership

Funds ownership: 47.28%48% (+0.72%)

59% less call options, than puts

Call options by funds: $70.1M | Put options by funds: $170M

Holders
1,125
Holders Change
+10
Holders Change %
+0.9%
% of All Funds
24.67%
Holding in Top 10
231
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+6.94%
% of All Funds
5.07%
New
76
Increased
521
Reduced
331
Closed
53
Calls
$70.1M
Puts
$170M
Net Calls
-$100M
Net Calls Change
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
901
NewFocus Financial Group
Washington
$403K
OWM
902
Orgel Wealth Management
Wisconsin
$399K
WAM
903
Weatherly Asset Management
California
$398K -$23.9K -88 -6%
WSFS
904
Wilmington Savings Fund Society
Delaware
$392K
UBS AM
905
UBS AM
Illinois
$391K
CCP
906
Corient Capital Partners
California
$389K
IBOK
907
Independence Bank of Kentucky
Kentucky
$389K +$132K +488 +52%
SAS
908
Stelac Advisory Services
New York
$384K
GSWM
909
Golden State Wealth Management
California
$383K -$80.3K -296 -17%
RFN
910
RDA Financial Network
Iowa
$381K +$98.8K +364 +38%
LNWWM
911
Laird Norton Wetherby Wealth Management
California
$380K +$45.3K +167 +14%
LWS
912
Lucia Wealth Services
California
$378K
JWA
913
JFS Wealth Advisors
Pennsylvania
$376K -$48.3K -178 -11%
CMO
914
Covenant Multifamily Offices
Texas
$376K
IAM
915
Integre Asset Management
New York
$376K
SFG
916
SNS Financial Group
Minnesota
$375K
CCMG
917
Clark Capital Management Group
Pennsylvania
$371K +$271 +1 +0.1%
ML
918
McAdam LLC
Pennsylvania
$370K +$369K +1,359 New
PPCM
919
Pillar Pacific Capital Management
California
$368K -$315K -1,160 -46%
AGA
920
Arkos Global Advisors
Texas
$368K +$5.7K +21 +2%
MNBTD
921
Moody National Bank Trust Division
Texas
$368K +$23.3K +86 +7%
CPA
922
Court Place Advisors
Maryland
$364K +$90.7K +334 +33%
CC
923
Claybrook Capital
Massachusetts
$363K -$13.6K -50 -4%
GAM
924
Gould Asset Management
California
$361K +$57K +210 +19%
JA
925
JOYN Advisors
Georgia
$360K -$16.8K -62 -4%

VOO Hedge Fund Activity: Q3 2019 in Review

1,125 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q3 2019, worth a combined $58.2B — up 7.3% from $54.3B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new VOO positions and 53 closed out — a net gain of 23 holders — while 521 added to existing stakes and 331 trimmed.

The largest buyer was State Farm Mutual Automobile Insurance, opening a new position worth an estimated $878M. The largest seller was Clal Insurance, cutting an estimated $369M.

  • 1,125 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q3 2019, up from 1,115 in Q2 2019.
  • Funds reported $58.2B of Vanguard S&P 500 ETF stock for Q3 2019, up 7.3% quarter-over-quarter.
  • 76 funds opened new Vanguard S&P 500 ETF positions in Q3 2019 and 53 closed out, a net change of +23 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q3 2019 was State Farm Mutual Automobile Insurance, an estimated $878M added.
  • The largest Vanguard S&P 500 ETF seller in Q3 2019 was Clal Insurance, an estimated $369M sold.

Based on aggregated 13F filings for Q3 2019.