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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
LRWA
1076
Long Run Wealth Advisors
New York
$5.99M +$244K +480 +4%
GJIA
1077
Glass Jacobson Investment Advisors
Maryland
$5.99M +$61K +120 +1%
NL
1078
NWAM LLC
Washington
$5.99M +$5.77M +11,347 New
CWM
1079
Centurion Wealth Management
Virginia
$5.99M +$5.77M +11,346 New
PS
1080
Principal Securities
Iowa
$5.97M +$468K +921 +9%
SIA
1081
Soltis Investment Advisors
Utah
$5.97M +$397K +782 +7%
SMA
1082
Seven Mile Advisory
New Jersey
$5.97M -$154K -302 -3%
SIA
1083
Schear Investment Advisers
Ohio
$5.96M +$8.13K +16 +0.1%
FWP
1084
Family Wealth Partners
North Carolina
$5.94M -$43.7K -86 -0.8%
WFPG
1085
Waller Financial Planning Group
Ohio
$5.92M -$82.9K -163 -1%
DWM
1086
Diversify Wealth Management
Utah
$5.89M +$2.72M +5,343 +93%
FA
1087
Flagstar Advisors
New York
$5.87M -$9.66K -19 -0.2%
PNC
1088
Park National Corp
Ohio
$5.86M -$22.9K -45 -0.4%
FWA
1089
FSC Wealth Advisors
New York
$5.84M +$25.9K +51 +0.5%
LIA
1090
Luken Investment Analytics
Tennessee
$5.79M -$40.2K -79 -0.7%
EFL
1091
ERn Financial LLC
Wisconsin
$5.79M -$42.7K -84 -0.8%
TCA
1092
Transcend Capital Advisors
New Jersey
$5.79M +$176K +347 +3%
AWAG
1093
ARS Wealth Advisors Group
Florida
$5.77M -$201K -396 -3%
CM
1094
Cercano Management
Washington
$5.77M
JWA
1095
JFS Wealth Advisors
Pennsylvania
$5.76M +$4.13M +8,125 +291%
WW
1096
Waterfront Wealth
Kansas
$5.76M +$44.7K +88 +0.8%
KWS
1097
Keystone Wealth Services
California
$5.74M +$194K +382 +4%
HI
1098
Horizon Investments
North Carolina
$5.7M -$503K -989 -8%
BI
1099
Berkeley Inc
Idaho
$5.69M +$2.73M +5,373 +99%
PIFP
1100
Partners in Financial Planning
Virginia
$5.67M -$443K -872 -8%

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.