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Vanguard S&P 500 ETF

2,928 hedge funds and large institutions have $199B invested in Vanguard S&P 500 ETF in 2024 Q3 according to their latest regulatory filings, with 209 funds opening new positions, 1,449 increasing their positions, 883 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 209 | Existing positions closed: 76

64% more repeat investments, than reductions

Existing positions increased: 1,449 | Existing positions reduced: 883

10% more capital invested

Capital invested by funds: $181B → $199B (+$17.7B)

3% more funds holding

Funds holding: 2,8302,928 (+98)

2% more funds holding in top 10

Funds holding in top 10: 665676 (+11)

0.78% less ownership

Funds ownership: 39.2%38.43% (-0.78%)

17% less call options, than puts

Call options by funds: $1.45B | Put options by funds: $1.75B

Holders
2,928
Holders Change
+98
Holders Change %
+3.46%
% of All Funds
42.04%
Holding in Top 10
676
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.65%
% of All Funds
9.71%
New
209
Increased
1,449
Reduced
883
Closed
76
Calls
$1.45B
Puts
$1.75B
Net Calls
-$302M
Net Calls Change
-$257M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1051
Summit Financial Strategies
Ohio
$6.42M +$181K +356 +3%
WC
1052
Weil Company
California
$6.41M +$3.26M +6,411 +112%
SIAG
1053
Safeguard Investment Advisory Group
California
$6.4M -$54.9K -108 -0.9%
BA
1054
Bluesphere Advisors
Pennsylvania
$6.39M -$110K -217 -2%
IBOK
1055
Independence Bank of Kentucky
Kentucky
$6.38M +$1.46M +2,881 +31%
OFG
1056
Oxford Financial Group
Indiana
$6.33M -$249K -490 -4%
AWMS
1057
Advocacy Wealth Management Services
Georgia
$6.28M +$210K +413 +4%
PWW
1058
Pettyjohn Wood & White
Virginia
$6.27M +$9.66K +19 +0.2%
MSS
1059
Mitchell Sinkler & Starr
Pennsylvania
$6.27M +$660K +1,298 +12%
GA
1060
GSG Advisors
New Jersey
$6.26M +$252K +495 +4%
HP
1061
Holistic Planning
Texas
$6.24M -$470K -925 -7%
BWM
1062
BCGM Wealth Management
Indiana
$6.23M -$87.4K -172 -1%
CMBA
1063
C.M. Bidwell & Associates
Hawaii
$6.22M -$525K -1,033 -8%
MTWM
1064
Masso Torrence Wealth Management
New Jersey
$6.21M -$148K -291 -2%
SI
1065
Seeds Investor
New York
$6.2M +$3.63M +7,136 +155%
VCM
1066
Vision Capital Management
Oregon
$6.16M -$1.03M -2,028 -15%
SFS
1067
Searcy Financial Services
Kansas
$6.14M +$235K +463 +4%
PA
1068
Pinnacle Associates
New York
$6.1M -$1.28M -2,518 -15%
MSWMA
1069
Market Street Wealth Management Advisors
Indiana
$6.09M -$152K -300 -3%
SFO
1070
Stokes Family Office
Louisiana
$6.09M +$81.8K +161 +1%
VFPW
1071
Vantage Financial Partners (Wisconsin)
Wisconsin
$6.03M -$723K -1,423 -11%
AIA
1072
Alera Investment Advisors
Illinois
$6.02M +$147K +290 +3%
BBVA
1073
Banco Bilbao Vizcaya Argentaria
Spain
$6M -$16.6M -32,742 -74%
T. Rowe Price Associates
1074
T. Rowe Price Associates
Maryland
$6M
BWP
1075
BSW Wealth Partners
Colorado
$5.99M +$74.2K +146 +1%

VOO Hedge Fund Activity: Q3 2024 in Review

2,928 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q3 2024, worth a combined $199B — up 9.8% from $181B a quarter earlier.

Buyers outnumbered sellers: 209 funds opened new VOO positions and 76 closed out — a net gain of 133 holders — while 1,449 added to existing stakes and 883 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $4.02B. The largest seller was Strategic Financial Concepts, cutting an estimated $3.68B.

  • 2,928 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q3 2024, up from 2,830 in Q2 2024.
  • Funds reported $199B of Vanguard S&P 500 ETF stock for Q3 2024, up 9.8% quarter-over-quarter.
  • 209 funds opened new Vanguard S&P 500 ETF positions in Q3 2024 and 76 closed out, a net change of +133 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $4.02B added.
  • The largest Vanguard S&P 500 ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $3.68B sold.

Based on aggregated 13F filings for Q3 2024.