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Vanguard S&P 500 ETF

2,747 hedge funds and large institutions have $168B invested in Vanguard S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 216 funds opening new positions, 1,312 increasing their positions, 906 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 216 | Existing positions closed: 93

45% more repeat investments, than reductions

Existing positions increased: 1,312 | Existing positions reduced: 906

13% more call options, than puts

Call options by funds: $1.52B | Put options by funds: $1.35B

10% more capital invested

Capital invested by funds: $152B → $168B (+$15.8B)

3% more funds holding

Funds holding: 2,6642,747 (+83)

2% more funds holding in top 10

Funds holding in top 10: 628640 (+12)

2.22% less ownership

Funds ownership: 41.5%39.27% (-2.2%)

Holders
2,747
Holders Change
+83
Holders Change %
+3.12%
% of All Funds
39.57%
Holding in Top 10
640
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+1.91%
% of All Funds
9.22%
New
216
Increased
1,312
Reduced
906
Closed
93
Calls
$1.52B
Puts
$1.35B
Net Calls
+$174M
Net Calls Change
-$63.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
1001
Ascent Group
Virginia
$6.06M -$66.8K -146 -1%
NDSI
1002
Newman Dignan & Sheerar Inc
Rhode Island
$6.03M +$315K +689 +6%
PIFP
1003
Partners in Financial Planning
Virginia
$6.02M +$74.6K +163 +1%
MCG
1004
McCollum Christoferson Group
New York
$6.02M +$1.37M +2,993 +31%
CFD
1005
Creative Financial Designs
Indiana
$6.01M +$227K +496 +4%
CWM
1006
Centurion Wealth Management
Virginia
$5.98M +$1.17M +2,565 +26%
BMD
1007
Better Money Decisions
New Mexico
$5.97M +$80.6K +176 +1%
SFO
1008
Stokes Family Office
Louisiana
$5.97M +$5.03K +11 +0.1%
GFS
1009
GYL Financial Synergies
Connecticut
$5.97M -$1.19M -2,602 -17%
DWS
1010
Discipline Wealth Solutions
South Carolina
$5.97M +$172K +376 +3%
SC
1011
Saiph Capital
New Jersey
$5.96M -$20.6K -45 -0.4%
PCA
1012
Pallas Capital Advisors
Massachusetts
$5.95M +$7.78K +17 +0.1%
BCG
1013
Breakwater Capital Group
New Jersey
$5.94M -$170K -371 -3%
LCAM
1014
London & Capital Asset Management
United Kingdom
$5.94M +$5.65M +12,354 New
SIAG
1015
Safeguard Investment Advisory Group
California
$5.94M -$184K -401 -3%
SAM
1016
SP Asset Management
California
$5.93M +$16.9K +37 +0.3%
CA
1017
Crumly & Associates
Illinois
$5.92M -$180K -394 -3%
CB
1018
Cadence Bank
Mississippi
$5.91M -$614K -1,341 -10%
CF
1019
Centaurus Financial
California
$5.91M -$491K -1,072 -8%
VCP
1020
Verus Capital Partners
Arizona
$5.91M -$72.8K -159 -1%
CIA
1021
Capital Investment Advisors
Georgia
$5.87M +$933K +2,039 +20%
SW
1022
SMART Wealth
Nebraska
$5.87M +$4.44M +9,698 +387%
RZH
1023
Relyea Zuckerberg Hanson
Connecticut
$5.86M +$333K +728 +6%
NYLIM
1024
New York Life Investment Management
New York
$5.83M +$5.55M +12,124 New
DOA
1025
D'Orazio & Associates
Virginia
$5.82M

VOO Hedge Fund Activity: Q1 2024 in Review

2,747 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q1 2024, worth a combined $168B — up 10% from $152B a quarter earlier.

Buyers outnumbered sellers: 216 funds opened new VOO positions and 93 closed out — a net gain of 123 holders — while 1,312 added to existing stakes and 906 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $4.76B. The largest seller was Morgan Stanley, cutting an estimated $7.64B.

  • 2,747 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q1 2024, up from 2,664 in Q4 2023.
  • Funds reported $168B of Vanguard S&P 500 ETF stock for Q1 2024, up 10% quarter-over-quarter.
  • 216 funds opened new Vanguard S&P 500 ETF positions in Q1 2024 and 93 closed out, a net change of +123 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $4.76B added.
  • The largest Vanguard S&P 500 ETF seller in Q1 2024 was Morgan Stanley, an estimated $7.64B sold.

Based on aggregated 13F filings for Q1 2024.