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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
AAP
1076
Arax Advisory Partners
Colorado
$59K -$19K -70 -24%
FA
1077
Fortis Advisors
Pennsylvania
$57K +$271 +1 +0.5%
LWA
1078
Lenox Wealth Advisors
New York
$55K -$284K -1,046 -84%
AWM
1079
AllSquare Wealth Management
New York
$55K
MSFP
1080
Mark Sheptoff Financial Planning
Connecticut
$55K
SB
1081
Strategic Blueprint
Georgia
$52K +$51.6K +190 New
FWM
1082
Focused Wealth Management
New York
$51K +$271 +1 +0.5%
KWA
1083
KCS Wealth Advisory
California
$49.6K +$49.4K +182 New
AF
1084
Arrow Financial
New York
$47K
FANJ
1085
Financial Architects (New Jersey)
New Jersey
$46K
DAM
1086
Delta Asset Management
Tennessee
$46K +$19K +70 +70%
NSB
1087
Norway Savings Bank
Maine
$45K
GWMIA
1088
Global Wealth Management Investment Advisory
Florida
$45K +$1.09K +4 +2%
SJIM
1089
St. Johns Investment Management
Florida
$42K
APW
1090
Acima Private Wealth
Virginia
$40K +$40.7K +150 New
CT
1091
Clearstead Trust
Maine
$38K
DP
1092
Denver PWM
Colorado
$36.4K +$36.4K +134 New
NIC
1093
Northwest Investment Counselors
Oregon
$34K +$33.9K +125 New
EK
1094
Evensky & Katz
Florida
$33K +$271 +1 +0.8%
IF
1095
Ironwood Financial
Arizona
$27K
SCA
1096
Stonebridge Capital Advisors
Minnesota
$27K
TAIM
1097
TD Ameritrade Investment Management
Nebraska
$27K +$27.1K +100 New
FM
1098
Family Management
New York
$26K +$15.7K +58 +149%
BWP
1099
Baldwin Wealth Partners
Massachusetts
$25K
LWCFA
1100
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K

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.