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Vanguard S&P 500 ETF

2,830 hedge funds and large institutions have $181B invested in Vanguard S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 207 funds opening new positions, 1,295 increasing their positions, 912 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 88

42% more repeat investments, than reductions

Existing positions increased: 1,295 | Existing positions reduced: 912

8% more capital invested

Capital invested by funds: $168B → $181B (+$13.8B)

4% more funds holding in top 10

Funds holding in top 10: 640665 (+25)

3% more funds holding

Funds holding: 2,7472,830 (+83)

0.07% less ownership

Funds ownership: 39.27%39.2% (-0.07%)

5% less call options, than puts

Call options by funds: $964M | Put options by funds: $1.01B

Holders
2,830
Holders Change
+83
Holders Change %
+3.02%
% of All Funds
40.87%
Holding in Top 10
665
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+3.91%
% of All Funds
9.6%
New
207
Increased
1,295
Reduced
912
Closed
88
Calls
$964M
Puts
$1.01B
Net Calls
-$45.5M
Net Calls Change
-$219M
Name Holding Trade Value Shares
Change
Change in
Stake
Teacher Retirement System of Texas
76
Teacher Retirement System of Texas
Texas
$352M
Neuberger Berman Group
77
Neuberger Berman Group
New York
$352M -$7.04M -14,623 -2%
CFG
78
Citizens Financial Group
Rhode Island
$348M +$114M +237,411 +52%
HCM
79
Hollencrest Capital Management
California
$325M +$1.83M +3,807 +0.6%
PCIG
80
Partners Capital Investment Group
Massachusetts
$321M +$213M +442,563 +226%
TCBWMS
81
Texas Capital Bank Wealth Management Services
Texas
$308M +$16M +33,304 +6%
Wealthfront Advisers
82
Wealthfront Advisers
California
$302M +$23.1M +48,036 +9%
MML Investors Services
83
MML Investors Services
Massachusetts
$301M +$12.1M +25,045 +4%
WS
84
Wedbush Securities
California
$300M +$2.8M +5,818 +1%
GL
85
Globe Life
Texas
$295M -$47.2M -98,000 -14%
MA
86
MCF Advisors
Kentucky
$291M -$4.44M -9,234 -2%
MFG
87
Merit Financial Group
Georgia
$288M -$5.01M -10,417 -2%
AllianceBernstein
88
AllianceBernstein
Tennessee
$284M +$117M +242,950 +75%
SLF
89
Sun Life Financial
Ontario, Canada
$284M -$1.48M -3,069 -0.5%
KeyBank National Association
90
KeyBank National Association
Ohio
$278M -$39.6M -82,263 -13%
KAS
91
Kestra Advisory Services
Texas
$275M +$26.3M +54,562 +10%
State of Tennessee, Department of Treasury
92
State of Tennessee, Department of Treasury
Tennessee
$272M
VA
93
Valmark Advisers
Ohio
$271M -$7.68M -15,961 -3%
CFFP
94
Center for Financial Planning
Michigan
$263M +$9.64M +20,025 +4%
AIM
95
Acropolis Investment Management
Missouri
$263M +$921K +1,914 +0.4%
Fiera Capital (Canada)
96
Fiera Capital (Canada)
Quebec, Canada
$261M -$6.47M -13,438 -3%
SHGA
97
Sand Hill Global Advisors
California
$261M +$1.75M +3,638 +0.7%
BPA
98
Beacon Pointe Advisors
California
$258M +$351K +729 +0.1%
M&T Bank
99
M&T Bank
New York
$256M -$9.81M -20,395 -4%
JC
100
JBF Capital
Colorado
$255M

VOO Hedge Fund Activity: Q2 2024 in Review

2,830 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q2 2024, worth a combined $181B — up 8.2% from $168B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new VOO positions and 88 closed out — a net gain of 119 holders — while 1,295 added to existing stakes and 912 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $3.48B. The largest seller was Global Assets Advisory, cutting an estimated $1.63B.

  • 2,830 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q2 2024, up from 2,747 in Q1 2024.
  • Funds reported $181B of Vanguard S&P 500 ETF stock for Q2 2024, up 8.2% quarter-over-quarter.
  • 207 funds opened new Vanguard S&P 500 ETF positions in Q2 2024 and 88 closed out, a net change of +119 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $3.48B added.
  • The largest Vanguard S&P 500 ETF seller in Q2 2024 was Global Assets Advisory, an estimated $1.63B sold.

Based on aggregated 13F filings for Q2 2024.