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Vanguard S&P 500 ETF

2,830 hedge funds and large institutions have $181B invested in Vanguard S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 207 funds opening new positions, 1,295 increasing their positions, 912 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 88

42% more repeat investments, than reductions

Existing positions increased: 1,295 | Existing positions reduced: 912

8% more capital invested

Capital invested by funds: $168B → $181B (+$13.8B)

4% more funds holding in top 10

Funds holding in top 10: 640665 (+25)

3% more funds holding

Funds holding: 2,7472,830 (+83)

0.07% less ownership

Funds ownership: 39.27%39.2% (-0.07%)

5% less call options, than puts

Call options by funds: $964M | Put options by funds: $1.01B

Holders
2,830
Holders Change
+83
Holders Change %
+3.02%
% of All Funds
40.87%
Holding in Top 10
665
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+3.91%
% of All Funds
9.6%
New
207
Increased
1,295
Reduced
912
Closed
88
Calls
$964M
Puts
$1.01B
Net Calls
-$45.5M
Net Calls Change
-$219M
Name Holding Trade Value Shares
Change
Change in
Stake
JGUA
1201
John G. Ullman & Associates
New York
$4.15M -$122K -254 -3%
BMA
1202
Brooks Moore & Associates
Tennessee
$4.14M -$63.5K -132 -2%
CCA
1203
Clarity Capital Advisors
Florida
$4.13M +$37.1K +77 +0.9%
CKAIS
1204
Christensen King & Associates Investment Services
Washington
$4.13M +$365K +759 +10%
SC
1205
Sawyer & Company
Massachusetts
$4.13M +$982K +2,041 +33%
CWM
1206
Capital Wealth Management
Rhode Island
$4.12M -$23.1K -48 -0.6%
PAM
1207
Palisade Asset Management
Minnesota
$4.09M -$25.5K -53 -0.6%
RWM
1208
RKL Wealth Management
Pennsylvania
$4.08M -$94.3K -196 -2%
CCFM
1209
Clear Creek Financial Management
Washington
$4.08M -$4.33K -9 -0.1%
EFS
1210
Essex Financial Services
Connecticut
$4.07M +$624K +1,296 +18%
ACM
1211
Advisors Capital Management
New Jersey
$4.07M -$660K -1,372 -14%
BWAM
1212
Boyd Watterson Asset Management
Ohio
$4.05M
MWM
1213
MorganRosel Wealth Management
Colorado
$4.05M +$462K +960 +13%
AIM
1214
AMI Investment Management
Indiana
$4.05M -$24.1K -50 -0.6%
CFAM
1215
Center For Asset Management
Florida
$4.02M +$3.37M +7,006 +686%
KAM
1216
Kensington Asset Management
Texas
$4M -$435M -904,170 -99%
PMG
1217
ProVise Management Group
Florida
$3.97M +$481 +1 +0%
FWP
1218
FAS Wealth Partners
Kansas
$3.97M +$5.77K +12 +0.2%
TAM
1219
Townsend Asset Management
North Carolina
$3.96M +$211K +438 +6%
NCTC
1220
New Covenant Trust Company
Indiana
$3.94M -$6.26K -13 -0.2%
NCM
1221
Next Capital Management
New York
$3.94M -$2.76M -5,727 -42%
MC
1222
Moors & Cabot
Massachusetts
$3.9M +$856K +1,778 +29%
SFG
1223
Sovereign Financial Group
Connecticut
$3.9M -$441K -917 -11%
FPF
1224
First Pacific Financial
Washington
$3.9M -$269K -558 -7%
IA
1225
Insight Advisors
Pennsylvania
$3.89M +$1.94M +4,028 +107%

VOO Hedge Fund Activity: Q2 2024 in Review

2,830 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q2 2024, worth a combined $181B — up 8.2% from $168B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new VOO positions and 88 closed out — a net gain of 119 holders — while 1,295 added to existing stakes and 912 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $3.48B. The largest seller was Global Assets Advisory, cutting an estimated $1.63B.

  • 2,830 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q2 2024, up from 2,747 in Q1 2024.
  • Funds reported $181B of Vanguard S&P 500 ETF stock for Q2 2024, up 8.2% quarter-over-quarter.
  • 207 funds opened new Vanguard S&P 500 ETF positions in Q2 2024 and 88 closed out, a net change of +119 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $3.48B added.
  • The largest Vanguard S&P 500 ETF seller in Q2 2024 was Global Assets Advisory, an estimated $1.63B sold.

Based on aggregated 13F filings for Q2 2024.