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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
SMFS
1001
Squar Milner Financial Services
California
$474K -$849 -3 -0.2%
QAM
1002
QCI Asset Management
New York
$467K +$3.39K +12 +0.8%
AW
1003
Avion Wealth
Texas
$465K -$28.6K -101 -6%
GFS
1004
GYL Financial Synergies
Connecticut
$458K +$70.4K +249 +19%
LWANC
1005
Laurel Wealth Advisors (North Carolina)
North Carolina
$456K -$15.6K -55 -3%
CIAS
1006
CBIZ Investment Advisory Services
Ohio
$456K
SQA
1007
Simon Quick Advisors
New Jersey
$455K +$105K +370 +32%
VCP
1008
Verus Capital Partners
Arizona
$454K +$434K +1,535 New
FC
1009
Financial Consulate
Maryland
$453K -$84.9K -300 -16%
FWSM
1010
First Wilshire Securities Management
California
$453K
CCMG
1011
Clark Capital Management Group
Pennsylvania
$453K +$48.4K +171 +13%
RFN
1012
RDA Financial Network
Iowa
$453K +$50.4K +178 +13%
RDWM
1013
Red Door Wealth Management
Tennessee
$450K +$423K +1,497 New
KOCAA
1014
Knights of Columbus Asset Advisors
Connecticut
$448K +$428K +1,514 New
OEP
1015
Ocean Endowment Partners
Illinois
$447K +$512K +1,811 New
HCIA
1016
Hochman Cole Investment Advisors
Illinois
$445K -$10.5K -37 -2%
AIC
1017
Archer Investment Corporation
Indiana
$439K +$99.6K +352 +31%
MFW
1018
Mosaic Family Wealth
Missouri
$437K
NFG
1019
NewFocus Financial Group
Washington
$437K
LPWM
1020
Lake Point Wealth Management
Texas
$435K +$416K +1,470 New
SAM
1021
SP Asset Management
California
$432K -$9.05K -32 -2%
WAM
1022
Weatherly Asset Management
California
$432K
HWM
1023
Howard Wealth Management
Connecticut
$431K +$413K +1,460 New
BWCS
1024
Beirne Wealth Consulting Services
Connecticut
$430K -$100K -354 -20%
PP
1025
Parplus Partners
New York
$429K +$410K +1,449 New

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.