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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
NCM
1051
Northstar Capital Management
New York
$140K
SC
1052
Sawyer & Company
Massachusetts
$139K +$96.4K +355 +229%
WC
1053
Weil Company
California
$139K +$138K +510 New
WC
1054
Westwind Capital
New Mexico
$138K
MCM
1055
MV Capital Management
Maryland
$132K +$4.34K +16 +3%
SSB
1056
Sandy Spring Bank
Maryland
$131K +$543 +2 +0.4%
TFGT
1057
TS Financial Group (TSFG)
Illinois
$125K
PWMG
1058
Prestige Wealth Management Group
New Jersey
$118K +$543 +2 +0.5%
WEC
1059
Winslow Evans & Crocker
Massachusetts
$114K +$21.7K +80 +24%
FGAM
1060
Financial Gravity Asset Management
Texas
$107K -$12.8K -47 -11%
HFM
1061
Harvest Fund Management
China
$106K -$416K -1,531 -80%
RBC
1062
Roble Belko & Company
Pennsylvania
$100K
PCFFS
1063
Pacific Center for Financial Services
California
$99K
ME
1064
McIlrath & Eck
Washington
$90K -$10.6K -39 -11%
PO
1065
Private Ocean
California
$89K -$96.4K -355 -52%
MPWT
1066
MassMutual Private Wealth & Trust
Connecticut
$88K +$27.7K +102 +46%
SWA
1067
Sutton Wealth Advisors
Florida
$85.9K +$85.5K +315 New
SNT
1068
Security National Trust
West Virginia
$83K
BCA
1069
Berman Capital Advisors
Georgia
$81K
LB
1070
Legacy Bridge
Iowa
$81K
GAM
1071
Gemmer Asset Management
California
$79K +$78.2K +288 New
QCG
1072
Quadrant Capital Group
Ohio
$77K
EI
1073
Ellevest Inc
New York
$73K +$15.2K +56 +27%
BWM
1074
Baystate Wealth Management
Massachusetts
$73K +$27.4K +101 +60%
PWP
1075
Personal Wealth Partners
Minnesota
$61K

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.