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Vanguard S&P 500 ETF

1,125 hedge funds and large institutions have $58.2B invested in Vanguard S&P 500 ETF in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 521 increasing their positions, 331 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 521 | Existing positions reduced: 331

43% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 53

7% more capital invested

Capital invested by funds: $54.3B → $58.2B (+$3.95B)

7% more funds holding in top 10

Funds holding in top 10: 216231 (+15)

1% more funds holding

Funds holding: 1,1151,125 (+10)

0.72% more ownership

Funds ownership: 47.28%48% (+0.72%)

59% less call options, than puts

Call options by funds: $70.1M | Put options by funds: $170M

Holders
1,125
Holders Change
+10
Holders Change %
+0.9%
% of All Funds
24.67%
Holding in Top 10
231
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+6.94%
% of All Funds
5.07%
New
76
Increased
521
Reduced
331
Closed
53
Calls
$70.1M
Puts
$170M
Net Calls
-$100M
Net Calls Change
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1001
FCG Advisors
New Jersey
$235K +$1.09K +4 +0.5%
KWMG
1002
King Wealth Management Group
Florida
$233K
LWM
1003
Lyell Wealth Management
California
$232K
VCWA
1004
Vanguard Capital Wealth Advisors
Colorado
$231K
RCA
1005
Reitz Capital Advisors
Michigan
$230K
SFSG
1006
Stearns Financial Services Group
North Carolina
$229K +$1.09K +4 +0.5%
PW
1007
Price Wealth
Texas
$226K
TC
1008
TownSquare Capital
Utah
$224K -$161K -594 -43%
SDAM
1009
Shulman DeMeo Asset Management
New York
$223K -$28.8K -106 -11%
MAS
1010
Managed Account Services
Florida
$223K +$15.2K +56 +7%
VBFP
1011
Valtinson Bruner Financial Planning
Minnesota
$221K -$108K -397 -33%
BC
1012
Brio Consultants
California
$221K +$220K +809 New
AP
1013
Advisor Partners
California
$220K +$219K +808 New
WCM
1014
WealthBridge Capital Management
Ohio
$219K +$218K +804 New
CC
1015
Callan Capital
California
$218K +$1.09K +4 +0.5%
SFA
1016
Sequoia Financial Advisors
Ohio
$218K +$6.51K +24 +3%
WPC
1017
Waters Parkerson & Co
Louisiana
$217K +$216K +795 New
EIP
1018
Ellis Investment Partners
Pennsylvania
$216K +$2.17K +8 +1%
PWS
1019
Paragon Wealth Strategies
Florida
$216K +$215K +792 New
PS
1020
Portfolio Solutions
Michigan
$212K -$19.8K -73 -9%
VWM
1021
Venturi Wealth Management
Texas
$210K -$47.8K -176 -19%
5L
1022
55I LLC
Massachusetts
$210K -$19.5K -72 -9%
RCG
1023
Ruggie Capital Group
Florida
$210K
SAM
1024
SignalPoint Asset Management
Missouri
$209K -$16.6K -61 -7%
CHJWM
1025
Carlton Hofferkamp & Jenks Wealth Management
Texas
$209K

VOO Hedge Fund Activity: Q3 2019 in Review

1,125 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q3 2019, worth a combined $58.2B — up 7.3% from $54.3B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new VOO positions and 53 closed out — a net gain of 23 holders — while 521 added to existing stakes and 331 trimmed.

The largest buyer was State Farm Mutual Automobile Insurance, opening a new position worth an estimated $878M. The largest seller was Clal Insurance, cutting an estimated $369M.

  • 1,125 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q3 2019, up from 1,115 in Q2 2019.
  • Funds reported $58.2B of Vanguard S&P 500 ETF stock for Q3 2019, up 7.3% quarter-over-quarter.
  • 76 funds opened new Vanguard S&P 500 ETF positions in Q3 2019 and 53 closed out, a net change of +23 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q3 2019 was State Farm Mutual Automobile Insurance, an estimated $878M added.
  • The largest Vanguard S&P 500 ETF seller in Q3 2019 was Clal Insurance, an estimated $369M sold.

Based on aggregated 13F filings for Q3 2019.