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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
OWM
1026
Orgel Wealth Management
Wisconsin
$424K -$8.77K -31 -2%
CCP
1027
Corient Capital Partners
California
$422K
AFM
1028
Andesa Financial Management
Pennsylvania
$421K -$754K -2,666 -65%
SFG
1029
SNS Financial Group
Minnesota
$421K +$13.9K +49 +4%
CMO
1030
Covenant Multifamily Offices
Texas
$417K +$19.8K +70 +5%
CTC
1031
Central Trust Company
Missouri
$412K +$104K +369 +36%
LWS
1032
Lucia Wealth Services
California
$410K
RIL
1033
Rothschild Investment LLC
Illinois
$409K +$42.4K +150 +12%
IAM
1034
Integre Asset Management
New York
$408K
CC
1035
Claybrook Capital
Massachusetts
$408K +$283 +1 +0.1%
ML
1036
McAdam LLC
Pennsylvania
$407K +$4.53K +16 +1%
GWM
1037
Greenwich Wealth Management
Connecticut
$404K +$386K +1,365 New
LA
1038
LexAurum Advisors
Kansas
$404K +$386K +1,366 New
LNWWM
1039
Laird Norton Wetherby Wealth Management
California
$403K -$8.2K -29 -2%
BL
1040
BFSG LLC
California
$403K +$122K +433 +47%
GFPC
1041
Global Financial Private Client
Florida
$402K +$384K +1,358 New
PPCM
1042
Pillar Pacific Capital Management
California
$399K
BAM
1043
Brave Asset Management
New Jersey
$399K +$382K +1,350 New
CPA
1044
Court Place Advisors
Maryland
$398K +$3.39K +12 +0.9%
VFM
1045
Vivid Financial Management
California
$398K +$368K +1,302 New
RMC
1046
Resources Management Corp
Connecticut
$394K +$31.4K +111 +9%
APP
1047
Avantax Planning Partners
Iowa
$394K +$63.6K +225 +20%
JA
1048
JOYN Advisors
Georgia
$393K +$2.26K +8 +0.6%
WW
1049
Westshore Wealth
California
$393K +$376K +1,329 New
TWM
1050
Titus Wealth Management
California
$391K +$2.83K +10 +0.8%

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.