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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
MCWS
1201
McKinley Carter Wealth Services
West Virginia
$211K +$201K +712 New
RIA
1202
Regal Investment Advisors
Michigan
$211K +$202K +714 New
BFA
1203
Beacon Financial Advisory
Ohio
$206K +$198K +699 New
GCAC
1204
Guardian Capital Advisors (Canada)
Ontario, Canada
$205K -$129K -455 -40%
BWM
1205
Brickley Wealth Management
California
$205K +$196K +692 New
KCM
1206
Kanawha Capital Management
Virginia
$204K +$195K +690 New
3F
1207
360 Financial
Minnesota
$203K +$186K +659 New
LCM
1208
Liberty Capital Management
Michigan
$202K +$193K +683 New
CFS
1209
CRA Financial Services
New Jersey
$202K +$193K +684 New
PAM
1210
Panagora Asset Management
Massachusetts
$201K +$6.79K +24 +4%
PFC
1211
Poplar Forest Capital
California
$201K +$192K +680 New
PP
1212
PrairieView Partners
Minnesota
$201K +$192K +680 New
VWM
1213
Valley Wealth Managers
New Jersey
$201K +$192K +680 New
BWM
1214
BerganKDV Wealth Management
Minnesota
$200K
WB
1215
West Bancorporation
Iowa
$198K +$190K +670 New
CIAS
1216
Capital Investment Advisory Services
North Carolina
$195K +$19K +67 +11%
CI
1217
Clal Insurance
Israel
$194K -$42.6M -150,605 -72%
AC
1218
AlphaCore Capital
California
$183K +$175K +617 New
TFO
1219
Tarbox Family Office
California
$180K
BWM
1220
Baystate Wealth Management
Massachusetts
$176K +$92.5K +327 +122%
CTB
1221
Country Trust Bank
Illinois
$175K -$29.4K -104 -15%
PA
1222
Procyon Advisors
Connecticut
$175K +$167K +591 New
RG
1223
Retirement Group
California
$175K +$167K +591 New
WC
1224
Westwind Capital
New Mexico
$174K +$23.5K +83 +16%
BWA
1225
Burt Wealth Advisors
Maryland
$169K

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.