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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
CFA
976
Carroll Financial Associates
North Carolina
$517K +$73K +258 +17%
KPWG
977
KFA Private Wealth Group
Virginia
$517K +$494K +1,748 New
PNC
978
Park National Corp
Ohio
$515K
RFA
979
Reilly Financial Advisors
California
$515K +$14.1K +50 +3%
MWM
980
Moulton Wealth Management
Washington
$515K +$492K +1,738 New
WHG
981
Westwood Holdings Group
Texas
$514K -$3.39K -12 -0.7%
NEWAS
982
N.E.W. Advisory Services
Wisconsin
$512K +$489K +1,727 New
LFG
983
LifePlan Financial Group
Ohio
$510K +$20.1K +71 +4%
EDRH
984
Edmond de Rothschild Holding
Switzerland
$509K -$1.11M -3,910 -69%
TIM
985
Tortoise Investment Management
New York
$505K -$13.3K -47 -3%
CRC
986
Curi RMB Capital
Illinois
$505K +$2.26K +8 +0.5%
RE
987
RBC Europe
United Kingdom
$504K -$12.7K -45 -3%
JWM
988
Janiczek Wealth Management
Colorado
$502K -$28.3K -100 -6%
PWM
989
Perigon Wealth Management
California
$500K +$40.5K +143 +9%
MCM
990
MAI Capital Management
Ohio
$496K +$33.1K +117 +8%
FSA
991
Fort Sheridan Advisors
Illinois
$494K +$20.4K +72 +5%
IPW
992
Inlet Private Wealth
Florida
$493K +$471K +1,665 New
SB
993
Strategic Blueprint
Georgia
$488K +$413K +1,459 +768%
EAM
994
Evanson Asset Management
California
$482K +$283 +1 +0.1%
TPA
995
Trivium Point Advisory
Connecticut
$482K +$9.05K +32 +2%
KCM
996
Kathmere Capital Management
Pennsylvania
$479K +$458K +1,619 New
MS
997
Madden Securities
Texas
$479K +$460K +1,626 New
JFGIW
998
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$478K
CWM
999
Chesapeake Wealth Management
Virginia
$477K +$456K +1,611 New
CAM
1000
Cidel Asset Management
Ontario, Canada
$474K -$1.4M -4,956 -76%

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.