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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
RFP
1201
Root Financial Partners
California
$3.91M +$2.95M +6,451 +383%
BWAM
1202
Boyd Watterson Asset Management
Ohio
$3.89M
PAM
1203
Peak Asset Management
Colorado
$3.88M +$443K +969 +14%
LI
1204
Louisbourg Investments
New Brunswick, Canada
$3.86M +$186K +407 +5%
FFH
1205
Fairfax Financial Holdings
Ontario, Canada
$3.85M -$14.6M -32,000 -80%
TI
1206
Truepoint Inc
Ohio
$3.83M -$6.22M -13,585 -63%
PMG
1207
ProVise Management Group
Florida
$3.82M -$2.15M -4,689 -37%
FWP
1208
FAS Wealth Partners
Kansas
$3.81M +$38.4K +84 +1%
B
1209
Bensler
Washington
$3.81M +$6.41K +14 +0.2%
PWA
1210
Primoris Wealth Advisors
Florida
$3.78M +$221K +482 +7%
NCTC
1211
New Covenant Trust Company
Indiana
$3.76M +$3.58M +7,831 New
PIA
1212
Panoramic Investment Advisors
Colorado
$3.76M +$53.1K +116 +2%
CA
1213
Continuum Advisory
Idaho
$3.75M -$1.47M -3,221 -29%
CWP
1214
CFM Wealth Partners
Texas
$3.75M +$82.4K +180 +2%
LFS
1215
Legacy Financial Strategies
Kansas
$3.73M -$128K -280 -3%
AIM
1216
Avity Investment Management
Connecticut
$3.72M +$15.1K +33 +0.4%
FOFP
1217
Fee-Only Financial Planning
South Carolina
$3.7M -$41.2K -90 -1%
IBOK
1218
Independence Bank of Kentucky
Kentucky
$3.69M -$2.46M -5,368 -41%
SWA
1219
Strategies Wealth Advisors
Michigan
$3.69M +$1.58M +3,453 +82%
GSIS
1220
Global Strategic Investment Solutions
Arizona
$3.66M +$3.66K +8 +0.1%
1WM
1221
1900 Wealth Management
Texas
$3.65M +$247K +539 +8%
PRI
1222
Prepared Retirement Institute
Pennsylvania
$3.65M -$384K -840 -10%
RI
1223
Ridgewood Investments
New Jersey
$3.64M +$40.3K +88 +1%
TRCT
1224
Tower Research Capital (TRC)
New York
$3.64M -$3.23M -7,067 -48%
FSA
1225
Fort Sheridan Advisors
Illinois
$3.63M +$362K +792 +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.