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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
FNA
1126
First National Advisers
Nebraska
$4.57M +$347K +758 +9%
ACM
1127
Advisors Capital Management
New Jersey
$4.57M -$1.8M -3,943 -29%
WB
1128
West Bancorporation
Iowa
$4.56M -$3.2K -7 -0.1%
WRPWM
1129
Werba Rubin Papier Wealth Management
California
$4.55M +$307K +671 +8%
CT
1130
Cambridge Trust
Massachusetts
$4.54M +$1.27M +2,780 +42%
MSS
1131
Mitchell Sinkler & Starr
Pennsylvania
$4.54M +$81K +177 +2%
2L
1132
25 LLC
Missouri
$4.52M -$296K -646 -6%
LMKC
1133
L.M. Kohn & Company
Ohio
$4.51M +$839K +1,834 +24%
HT
1134
Heritage Trust
Oklahoma
$4.51M -$1.33M -2,900 -24%
WPC
1135
Waters Parkerson & Co
Louisiana
$4.5M +$525K +1,147 +14%
SPC
1136
Spirepoint Private Client
Florida
$4.5M +$4.28M +9,351 New
NL
1137
NWAM LLC
Washington
$4.47M -$805K -1,759 -16%
LSPW
1138
Lake Street Private Wealth
Illinois
$4.47M +$8.7K +19 +0.2%
IIA
1139
ICW Investment Advisors
Arizona
$4.47M +$196K +429 +5%
ZIC
1140
ZWJ Investment Counsel
Georgia
$4.47M -$135K -296 -3%
FTUS
1141
Flow Traders U.S.
New York
$4.46M -$11.1M -24,175 -72%
ASG
1142
Ariston Services Group
California
$4.45M -$22.9K -50 -0.5%
BL
1143
BFSG LLC
California
$4.45M +$277K +606 +7%
WDL
1144
Well Done LLC
Michigan
$4.43M -$2.36M -5,164 -36%
VCP
1145
Vista Capital Partners
Oregon
$4.42M +$176K +385 +4%
BEC
1146
Blue Edge Capital
Virginia
$4.4M +$85.1K +186 +2%
PAG
1147
Private Advisory Group
Washington
$4.36M -$307K -670 -7%
LWM
1148
Liberty Wealth Management
California
$4.35M +$2.8M +6,107 +208%
PWMAG
1149
Pinnacle Wealth Management Advisory Group
New Jersey
$4.34M +$63.6K +139 +2%
AWM
1150
Axxcess Wealth Management
California
$4.34M +$445K +972 +12%

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.