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Vanguard S&P 500 ETF

2,830 hedge funds and large institutions have $181B invested in Vanguard S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 207 funds opening new positions, 1,295 increasing their positions, 912 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 88

42% more repeat investments, than reductions

Existing positions increased: 1,295 | Existing positions reduced: 912

8% more capital invested

Capital invested by funds: $168B → $181B (+$13.8B)

4% more funds holding in top 10

Funds holding in top 10: 640665 (+25)

3% more funds holding

Funds holding: 2,7472,830 (+83)

0.07% less ownership

Funds ownership: 39.27%39.2% (-0.07%)

5% less call options, than puts

Call options by funds: $964M | Put options by funds: $1.01B

Holders
2,830
Holders Change
+83
Holders Change %
+3.02%
% of All Funds
40.87%
Holding in Top 10
665
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+3.91%
% of All Funds
9.6%
New
207
Increased
1,295
Reduced
912
Closed
88
Calls
$964M
Puts
$1.01B
Net Calls
-$45.5M
Net Calls Change
-$219M
Name Holding Trade Value Shares
Change
Change in
Stake
AFO
1101
Arrowroot Family Office
California
$5.21M -$500K -1,039 -9%
CFO
1102
Custos Family Office
Texas
$5.2M +$4.46M +9,270 +820%
PS
1103
Principal Securities
Iowa
$5.2M +$864K +1,796 +21%
OFS
1104
Orrstown Financial Services
Pennsylvania
$5.2M -$74.1K -154 -1%
FA
1105
Fermata Advisors
California
$5.16M +$131K +273 +3%
TPM
1106
Triasima Portfolio Management
Quebec, Canada
$5.16M -$38K -79 -0.8%
RWML
1107
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$5.16M +$363K +754 +8%
HWMO
1108
Heritage Wealth Management (Ohio)
Ohio
$5.14M +$4.85M +10,072 New
WB
1109
West Bancorporation
Iowa
$5.11M +$353K +733 +8%
TPI
1110
Trust Point Inc
Wisconsin
$5.11M +$30.8K +64 +0.6%
AIS
1111
American Investment Services
Massachusetts
$5.1M +$97.7K +203 +2%
MA
1112
Modus Advisors
Minnesota
$5.08M -$190K -395 -4%
HPM
1113
Hoxton Planning & Management
West Virginia
$5.07M -$16.8K -35 -0.3%
GCL
1114
Gouws Capital LLC
North Carolina
$5.02M +$7.22K +15 +0.1%
CWA
1115
Canvas Wealth Advisors
Kansas
$5.02M -$388K -807 -7%
WMA
1116
West Michigan Advisors
Michigan
$5.02M -$109K -227 -2%
RIM
1117
Rockbridge Investment Management
New York
$5M -$40.4K -84 -0.8%
FCCM
1118
First City Capital Management
Georgia
$4.98M +$1.21M +2,507 +34%
SIC
1119
Sigma Investment Counselors
Michigan
$4.97M -$191K -397 -4%
SAM
1120
Silvercrest Asset Management
New York
$4.95M +$562K +1,168 +13%
BONH
1121
Bank of New Hampshire
New Hampshire
$4.92M -$148K -307 -3%
AIM
1122
Anchor Investment Management
South Carolina
$4.92M +$145K +301 +3%
BL
1123
BFSG LLC
California
$4.92M +$276K +573 +6%
TCOO
1124
Trust Company of Oklahoma
Oklahoma
$4.89M +$4.33K +9 +0.1%
LSPW
1125
Lake Street Private Wealth
Illinois
$4.88M +$228K +473 +5%

VOO Hedge Fund Activity: Q2 2024 in Review

2,830 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q2 2024, worth a combined $181B — up 8.2% from $168B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new VOO positions and 88 closed out — a net gain of 119 holders — while 1,295 added to existing stakes and 912 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $3.48B. The largest seller was Global Assets Advisory, cutting an estimated $1.63B.

  • 2,830 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q2 2024, up from 2,747 in Q1 2024.
  • Funds reported $181B of Vanguard S&P 500 ETF stock for Q2 2024, up 8.2% quarter-over-quarter.
  • 207 funds opened new Vanguard S&P 500 ETF positions in Q2 2024 and 88 closed out, a net change of +119 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $3.48B added.
  • The largest Vanguard S&P 500 ETF seller in Q2 2024 was Global Assets Advisory, an estimated $1.63B sold.

Based on aggregated 13F filings for Q2 2024.