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Vanguard S&P 500 ETF

1,348 hedge funds and large institutions have $60.7B invested in Vanguard S&P 500 ETF in 2019 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 534 increasing their positions, 338 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 282 | Existing positions closed: 47

58% more repeat investments, than reductions

Existing positions increased: 534 | Existing positions reduced: 338

20% more funds holding

Funds holding: 1,1261,348 (+222)

16% more funds holding in top 10

Funds holding in top 10: 231267 (+36)

4% more capital invested

Capital invested by funds: $58.2B → $60.7B (+$2.5B)

1.21% less ownership

Funds ownership: 48%46.79% (-1.2%)

62% less call options, than puts

Call options by funds: $95.2M | Put options by funds: $248M

Holders
1,348
Holders Change
+222
Holders Change %
+19.72%
% of All Funds
26.56%
Holding in Top 10
267
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+15.58%
% of All Funds
5.26%
New
282
Increased
534
Reduced
338
Closed
47
Calls
$95.2M
Puts
$248M
Net Calls
-$153M
Net Calls Change
-$52.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1126
Coldstream Capital Management
Washington
$270K -$182K -643 -41%
IWA
1127
Intercontinental Wealth Advisors
Texas
$269K
CAC
1128
Certified Advisory Corp
Florida
$267K +$4.53K +16 +2%
CPC
1129
Consolidated Planning Corp
Georgia
$267K +$255K +901 New
MW
1130
Marcum Wealth
Ohio
$267K +$255K +901 New
CSIC
1131
Clifford Swan Investment Counsel
California
$266K
PWM
1132
PRW Wealth Management
Massachusetts
$265K
MWP
1133
Meridian Wealth Partners
Pennsylvania
$264K +$253K +894 New
ODG
1134
O'Dell Group
Ohio
$263K +$251K +889 New
TW
1135
TrinityPoint Wealth
Connecticut
$259K
CC
1136
Chicago Capital
Illinois
$259K +$248K +877 New
HR
1137
Hayden Royal
North Carolina
$259K -$225K -797 -49%
MM
1138
Main Management
California
$258K
LB
1139
Landmark Bank
Missouri
$256K
CP
1140
Camelot Portfolios
Ohio
$254K -$28.9K -102 -11%
KWMG
1141
King Wealth Management Group
Florida
$252K
MPWT
1142
MassMutual Private Wealth & Trust
Connecticut
$252K +$150K +530 +165%
VCWA
1143
Vanguard Capital Wealth Advisors
Colorado
$251K
LWM
1144
Lyell Wealth Management
California
$251K +$566 +2 +0.2%
BCP
1145
Berkeley Capital Partners
Georgia
$251K +$240K +849 New
BFP
1146
Briaud Financial Planning
Texas
$250K +$239K +845 New
WA
1147
WP Advisors
California
$250K +$239K +846 New
RCA
1148
Reitz Capital Advisors
Michigan
$249K
RGC
1149
Roberts, Glore & Co
Illinois
$247K +$237K +838 New
PW
1150
Price Wealth
Texas
$246K

VOO Hedge Fund Activity: Q4 2019 in Review

1,348 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q4 2019, worth a combined $60.7B — up 4.3% from $58.2B a quarter earlier.

Buyers outnumbered sellers: 282 funds opened new VOO positions and 47 closed out — a net gain of 235 holders — while 534 added to existing stakes and 338 trimmed.

The largest buyer was M&T Bank, adding an estimated $515M. The largest seller was Bank of America, cutting an estimated $4.57B.

  • 1,348 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q4 2019, up from 1,126 in Q3 2019.
  • Funds reported $60.7B of Vanguard S&P 500 ETF stock for Q4 2019, up 4.3% quarter-over-quarter.
  • 282 funds opened new Vanguard S&P 500 ETF positions in Q4 2019 and 47 closed out, a net change of +235 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q4 2019 was M&T Bank, an estimated $515M added.
  • The largest Vanguard S&P 500 ETF seller in Q4 2019 was Bank of America, an estimated $4.57B sold.

Based on aggregated 13F filings for Q4 2019.