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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
BCA
951
Bernzott Capital Advisors
California
$562K
CB
952
CNB Bank
Pennsylvania
$562K +$82K +290 +18%
LRIA
953
Leonard Rickey Investment Advisors
Washington
$561K +$9.05K +32 +2%
MWA
954
MFA Wealth Advisors
Pennsylvania
$558K
BFO
955
Boston Family Office
Massachusetts
$558K +$9.05K +32 +2%
BCFS
956
Butensky & Cohen Financial Security
Florida
$555K +$31.4K +111 +6%
BBHC
957
Brown Brothers Harriman & Co
New York
$550K
UB
958
UMB Bank
Missouri
$546K +$5.66K +20 +1%
SWM
959
SigFig Wealth Management
California
$545K +$522K +1,844 New
MCCP
960
Mission Creek Capital Partners
California
$544K +$520K +1,838 New
NAMP
961
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$543K +$197K +695 +61%
MBT
962
Montecito Bank & Trust
California
$540K -$33.9K -120 -6%
ACA
963
Atlas Capital Advisors
Wyoming
$540K +$74.7K +264 +17%
MIM
964
Moseley Investment Management
Florida
$539K
TTWM
965
TCV Trust & Wealth Management
Virginia
$539K +$6.79K +24 +1%
CA
966
Crewe Advisors
Utah
$535K +$499K +1,763 +3,751%
HFA
967
Huber Financial Advisors
Illinois
$535K +$511K +1,807 New
CC
968
Courier Capital
New York
$533K -$62.8K -222 -11%
RWML
969
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$533K +$4.24K +15 +0.8%
RSWM
970
Robertson Stephens Wealth Management
California
$529K -$108K -381 -18%
SWM
971
Segment Wealth Management
Texas
$529K -$5.37K -19 -1%
DY
972
Dowling & Yahnke
California
$526K +$44.7K +158 +10%
BBA
973
BLB&B Advisors
Pennsylvania
$525K
DOA
974
D'Orazio & Associates
Virginia
$525K
MSAM
975
Moloney Securities Asset Management
Missouri
$522K +$21.8K +77 +5%

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.