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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
MWM
1151
Minot Wealth Management
Massachusetts
$246K +$229K +808 New
AP
1152
Advisor Partners
California
$244K
SDAM
1153
Shulman DeMeo Asset Management
New York
$244K +$2.26K +8 +1%
SFA
1154
Sequoia Financial Advisors
Ohio
$244K +$7.36K +26 +3%
SAM
1155
Strategy Asset Managers
California
$244K +$233K +825 New
BPB
1156
Badgley, Phelps & Bell
Washington
$243K -$31.7K -112 -12%
BC
1157
Brio Consultants
California
$243K +$3.11K +11 +1%
MAS
1158
Managed Account Services
Florida
$241K -$4.81K -17 -2%
VBFP
1159
Valtinson Bruner Financial Planning
Minnesota
$241K
BWM
1160
Buckley Wealth Management
Nevada
$240K -$283K -1,000 -55%
EIP
1161
Ellis Investment Partners
Pennsylvania
$240K +$849 +3 +0.4%
DA
1162
Doliver Advisors
Texas
$239K +$229K +808 New
CC
1163
Callan Capital
California
$238K +$2.26K +8 +1%
EI
1164
Ellevest Inc
New York
$238K +$152K +539 +203%
NIC
1165
Northwest Investment Counselors
Oregon
$237K +$191K +676 +541%
VCM
1166
Verde Capital Management
Michigan
$237K +$226K +800 New
FBT
1167
First Bank & Trust
South Dakota
$237K +$227K +802 New
RFM
1168
Royal Fund Management
Florida
$236K +$40.7K +144 +22%
CAG
1169
Curtis Advisory Group
California
$235K +$225K +795 New
DR
1170
Davis Rea
Ontario, Canada
$235K +$1.15M +4,075 New
HWA
1171
Heritage Wealth Advisors
Virginia
$234K +$59.7K +211 +36%
S
1172
Surevest
California
$234K +$223K +790 New
SFSG
1173
Stearns Financial Services Group
North Carolina
$230K -$17K -60 -7%
CHJWM
1174
Carlton Hofferkamp & Jenks Wealth Management
Texas
$230K
CWM
1175
Chronos Wealth Management
Florida
$228K +$218K +772 New

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.