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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
XWM
1151
Xcel Wealth Management
Florida
$4.32M +$602K +1,316 +17%
AMCA
1152
Arthur M. Cohen & Associates
Illinois
$4.32M +$261K +570 +7%
SA
1153
SRH Advisors
Kansas
$4.32M -$2.29K -5 -0.1%
BBPWM
1154
Blue Bell Private Wealth Management
Pennsylvania
$4.3M -$1.49M -3,255 -27%
Mackenzie Financial
1155
Mackenzie Financial
Ontario, Canada
$4.3M -$62.2K -136 -1%
SWA
1156
Sax Wealth Advisors
New Jersey
$4.3M +$1.23M +2,688 +43%
JEST
1157
JTC Employer Solutions Trustee
Jersey
$4.25M -$355K -775 -8%
VCM
1158
Vivaldi Capital Management
Illinois
$4.25M -$23.3K -51 -0.6%
FNC
1159
First National Corp
Massachusetts
$4.24M
FFO
1160
Fiduciary Family Office
Florida
$4.21M -$7.58M -16,553 -65%
FAT
1161
First American Trust
California
$4.21M -$894K -1,953 -18%
TWP
1162
Tyche Wealth Partners
Texas
$4.21M -$874K -1,910 -18%
SAM
1163
Silvercrest Asset Management
New York
$4.19M +$728K +1,590 +22%
SFG
1164
Sovereign Financial Group
Connecticut
$4.19M -$280K -612 -7%
OC
1165
Oarsman Capital
Wisconsin
$4.18M -$922K -2,015 -19%
AA
1166
Advisory Alpha
Michigan
$4.17M +$69.6K +152 +2%
LWA
1167
Ledgewood Wealth Advisors
New Hampshire
$4.17M -$15.1K -33 -0.4%
DBRC
1168
D.B. Root & Company
Pennsylvania
$4.16M +$139K +304 +4%
CA
1169
Cullinan Associates
Kentucky
$4.15M -$1.17M -2,559 -23%
PS
1170
Principal Securities
Iowa
$4.14M +$555K +1,213 +16%
JGUA
1171
John G. Ullman & Associates
New York
$4.11M -$104K -227 -3%
HIIFS
1172
Harel Insurance Investments & Financial Services
Israel
$4.09M -$3.41M -7,443 -46%
ECG
1173
EPIQ Capital Group
California
$4.09M +$379K +828 +11%
BCM
1174
BTC Capital Management
Iowa
$4.09M +$3.89M +8,500 New
FNBT
1175
FineMark National Bank & Trust
Florida
$4.08M -$34.8K -76 -0.9%

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.