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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
HPM
1101
Hoxton Planning & Management
West Virginia
$4.89M -$155K -338 -3%
KWAG
1102
Kiely Wealth Advisory Group
North Carolina
$4.88M +$353K +772 +8%
TPI
1103
Trust Point Inc
Wisconsin
$4.88M +$19.2K +42 +0.4%
BONH
1104
Bank of New Hampshire
New Hampshire
$4.88M +$27.5K +60 +0.6%
BCMLT
1105
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.87M -$203K -443 -4%
RIM
1106
Rockbridge Investment Management
New York
$4.85M +$41.6K +91 +0.9%
PAA
1107
Peregrine Asset Advisers
Oregon
$4.85M +$44.9K +98 +1%
FA
1108
Fermata Advisors
California
$4.83M -$472K -1,031 -9%
EFA
1109
Evernest Financial Advisors
Indiana
$4.83M -$456K -997 -9%
GCL
1110
Gouws Capital LLC
North Carolina
$4.82M -$43K -94 -0.9%
AIS
1111
American Investment Services
Massachusetts
$4.81M +$208K +455 +5%
GCA
1112
Gradient Capital Advisors
California
$4.8M -$852K -1,862 -16%
AWM
1113
Arista Wealth Management
Nevada
$4.77M +$340K +742 +8%
Qube Research & Technologies (QRT)
1114
Qube Research & Technologies (QRT)
United Kingdom
$4.76M +$2.01M +4,385 +79%
TFA
1115
Trinity Financial Advisors
Ohio
$4.74M -$11K -24 -0.2%
TCM
1116
Traynor Capital Management
Pennsylvania
$4.7M +$507K +1,108 +13%
TCOO
1117
Trust Company of Oklahoma
Oklahoma
$4.69M -$44.9K -98 -1%
SWM
1118
SeaCrest Wealth Management
New York
$4.67M +$219K +478 +5%
DWA
1119
Douglass Winthrop Advisors
New York
$4.63M +$2.21M +4,824 +100%
VPA
1120
Vernal Point Advisors
California
$4.63M +$1.92M +4,186 +77%
RWML
1121
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$4.6M +$464K +1,014 +12%
GC
1122
Grimes & Company
Massachusetts
$4.58M -$74.1K -162 -2%
AIM
1123
Anchor Investment Management
South Carolina
$4.58M -$255K -557 -6%
Chevy Chase Trust
1124
Chevy Chase Trust
Maryland
$4.57M -$97K -212 -2%
PP
1125
Pegasus Partners
Wisconsin
$4.57M

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.