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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
BB
901
Busey Bank
Illinois
$656K
BFC
902
Bedel Financial Consulting
Indiana
$655K -$6.22K -22 -1%
MWM
903
Modera Wealth Management
New Jersey
$654K -$79.8K -282 -11%
CWM
904
Concentrum Wealth Management
California
$653K
WTFG
905
Wells Trecaso Financial Group
Ohio
$652K +$198K +700 +47%
LC
906
Lavaca Capital
Texas
$645K
CPIA
907
Cornell Pochily Investment Advisors
New York
$643K
SBIA
908
Sheaff Brock Investment Advisors
Indiana
$643K +$30.6K +108 +5%
LIA
909
LBMC Investment Advisors
Tennessee
$642K
IAMOG
910
Investors Asset Management of Georgia
Georgia
$639K
OFS
911
OneAscent Financial Services
Alabama
$637K +$609K +2,152 New
NAM
912
North American Management
Massachusetts
$634K +$607K +2,145 New
NFG
913
Nations Financial Group
Iowa
$631K -$3.39K -12 -0.6%
ACM
914
American Capital Management
New York
$625K +$598K +2,113 New
CB
915
Community Bank
New York
$622K -$6.22K -22 -1%
SW
916
SkyOak Wealth
Michigan
$620K +$593K +2,096 New
1WA
917
180 Wealth Advisors
Washington
$609K -$849 -3 -0.1%
IWS
918
Insight Wealth Strategies
California
$609K +$275K +971 +89%
TNB
919
Thomasville National Bank
Georgia
$608K -$35.9K -127 -6%
WA
920
Wealth Advisors
California
$608K +$556K +1,965 New
DWA
921
Douglass Winthrop Advisors
New York
$607K +$5.66K +20 +1%
RPSA
922
Richard P. Slaughter Associates
Texas
$607K +$580K +2,051 New
NEPPG
923
New England Professional Planning Group
Rhode Island
$605K +$578K +2,044 New
PIG
924
Pantheon Investment Group
California
$602K +$575K +2,033 New
PWM
925
PBMares Wealth Management
Virginia
$602K +$575K +2,034 New

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.