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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
TCA
1051
Transcend Capital Advisors
New Jersey
$5.49M +$1.47M +3,215 +39%
HF
1052
HRT Financial
New York
$5.48M +$3.71M +8,113 +246%
AWAG
1053
ARS Wealth Advisors Group
Florida
$5.47M +$118K +257 +2%
TWM
1054
Tanager Wealth Management
United Kingdom
$5.47M -$71.9K -157 -1%
T. Rowe Price Associates
1055
T. Rowe Price Associates
Maryland
$5.46M
JSW
1056
Journey Strategic Wealth
New Jersey
$5.46M +$518K +1,131 +11%
FA
1057
Flagstar Advisors
New York
$5.45M +$489K +1,069 +10%
SW
1058
SteelPeak Wealth
California
$5.44M -$1.75M -3,814 -25%
SIA
1059
Soltis Investment Advisors
Utah
$5.44M +$1.03M +2,259 +25%
MSAM
1060
Moloney Securities Asset Management
Missouri
$5.44M +$1.15M +2,523 +29%
FWA
1061
FSC Wealth Advisors
New York
$5.42M +$5.09M +11,114 +7,217%
EFL
1062
ERn Financial LLC
Wisconsin
$5.36M +$18.8K +41 +0.4%
CAM
1063
Cozad Asset Management
Illinois
$5.35M +$1.11M +2,427 +28%
Cohen & Steers
1064
Cohen & Steers
New York
$5.35M -$915K -2,000 -15%
PNC
1065
Park National Corp
Ohio
$5.34M -$129K -281 -2%
HKIMG
1066
Hutchens & Kramer Investment Management Group
Indiana
$5.33M +$1.09M +2,374 +27%
PFGIA
1067
Patriot Financial Group Insurance Agency
Massachusetts
$5.32M +$742K +1,621 +17%
SFS
1068
Searcy Financial Services
Kansas
$5.3M +$5.05M +11,024 New
CM
1069
Cercano Management
Washington
$5.26M +$5M +10,935 New
LRWA
1070
Long Run Wealth Advisors
New York
$5.25M +$458 +1 +0%
CAMG
1071
CWA Asset Management Group
Florida
$5.24M +$361K +789 +8%
HI
1072
Hudock Inc
Pennsylvania
$5.23M +$148K +324 +3%
FWP
1073
Family Wealth Partners
North Carolina
$5.23M -$659K -1,440 -12%
WFPG
1074
Waller Financial Planning Group
Ohio
$5.18M -$45.3K -99 -0.9%
WW
1075
Waterfront Wealth
Kansas
$5.18M -$137K -300 -3%

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.