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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
TCM
926
Telos Capital Management
California
$600K -$86.8K -307 -13%
SAM
927
Silvercrest Asset Management
New York
$599K +$573K +2,025 New
MMA
928
Miracle Mile Advisors
California
$595K
FMTC
929
Farmers & Merchants Trust Company
California
$592K
AIM
930
Axiom Investment Management
New York
$591K -$70.7K -250 -11%
BO
931
BRR OpCo
Ohio
$589K -$6.22K -22 -1%
SFS
932
Summit Financial Strategies
Ohio
$586K +$197K +696 +54%
MNBTD
933
Moody National Bank Trust Division
Texas
$584K +$177K +625 +46%
AFS
934
Access Financial Services
Minnesota
$578K +$11.9K +42 +2%
Kovitz Investment Group Partners
935
Kovitz Investment Group Partners
Illinois
$578K +$553K +1,955 New
SWA
936
SFMG Wealth Advisors
Texas
$575K
ODCM
937
Old Dominion Capital Management
Virginia
$574K +$283 +1 +0.1%
CBFP
938
Cedar Brook Financial Partners
Ohio
$573K -$86.3K -305 -14%
CIA
939
Covington Investment Advisors
Pennsylvania
$573K
CCM
940
Carlson Capital Management
Minnesota
$572K
WA
941
Winfield Associates
Ohio
$572K +$19.8K +70 +4%
AIA
942
Arcadia Investment Advisors
Idaho
$572K -$44.4K -157 -8%
AC
943
Avenir Corporation
Virginia
$571K +$546K +1,930 New
RC
944
Roundview Capital
New Jersey
$570K +$276K +974 +102%
EFSCE
945
Enterprise Financial Services Corp (EFSC)
Missouri
$569K +$544K +1,923 New
MPIA
946
Mountain Pacific Investment Advisers
Idaho
$569K +$544K +1,924 New
RWP
947
RWA Wealth Partners
Massachusetts
$566K +$72.1K +255 +15%
BHIA
948
Birch Hill Investment Advisors
Massachusetts
$564K -$19.8K -70 -4%
IBOK
949
Independence Bank of Kentucky
Kentucky
$564K +$135K +479 +34%
1SB
950
1ST Source Bank
Indiana
$562K

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.