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Vanguard S&P 500 ETF

2,928 hedge funds and large institutions have $199B invested in Vanguard S&P 500 ETF in 2024 Q3 according to their latest regulatory filings, with 209 funds opening new positions, 1,449 increasing their positions, 883 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 209 | Existing positions closed: 76

64% more repeat investments, than reductions

Existing positions increased: 1,449 | Existing positions reduced: 883

10% more capital invested

Capital invested by funds: $181B → $199B (+$17.7B)

3% more funds holding

Funds holding: 2,8302,928 (+98)

2% more funds holding in top 10

Funds holding in top 10: 665676 (+11)

0.78% less ownership

Funds ownership: 39.2%38.43% (-0.78%)

17% less call options, than puts

Call options by funds: $1.45B | Put options by funds: $1.75B

Holders
2,928
Holders Change
+98
Holders Change %
+3.46%
% of All Funds
42.04%
Holding in Top 10
676
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.65%
% of All Funds
9.71%
New
209
Increased
1,449
Reduced
883
Closed
76
Calls
$1.45B
Puts
$1.75B
Net Calls
-$302M
Net Calls Change
-$257M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
1201
Lindbrook Capital
California
$4.6M -$85.4K -168 -2%
TWP
1202
Tyche Wealth Partners
Texas
$4.59M -$129K -253 -3%
ES
1203
Eagle Strategies
New York
$4.59M +$82.3K +162 +2%
LWA
1204
Ledgewood Wealth Advisors
New Hampshire
$4.58M +$508 +1 +0%
MAG
1205
Members Advisory Group
New York
$4.58M +$479K +942 +12%
PWA
1206
Primoris Wealth Advisors
Florida
$4.58M +$103K +203 +2%
LWM
1207
Liberty Wealth Management
California
$4.57M -$133M -260,851 -97%
SPWM
1208
Schrum Private Wealth Management
Florida
$4.57M +$2.25M +4,429 +105%
PCH
1209
PGIM Custom Harvest
New Jersey
$4.57M +$1.14M +2,238 +35%
KA
1210
Klingman & Associates
New York
$4.55M +$15.2K +30 +0.3%
CKAIS
1211
Christensen King & Associates Investment Services
Washington
$4.54M +$185K +363 +4%
SWM
1212
Sagace Wealth Management
Florida
$4.53M +$96.6K +190 +2%
MWM
1213
Merriman Wealth Management
Washington
$4.52M -$77.3K -152 -2%
SEIA
1214
Signature Estate & Investment Advisors
California
$4.51M +$119K +235 +3%
JGUA
1215
John G. Ullman & Associates
New York
$4.49M +$106K +208 +3%
JGIA
1216
Jackson Grant Investment Advisers
Connecticut
$4.49M +$436K +858 +11%
BCM
1217
BTC Capital Management
Iowa
$4.49M
ACM
1218
Advisors Capital Management
New Jersey
$4.48M +$181K +356 +4%
CFS
1219
CRA Financial Services
New Jersey
$4.46M +$1.53M +3,019 +56%
RIM
1220
RW Investment Management
Idaho
$4.46M +$618K +1,215 +17%
WPP
1221
Whalerock Point Partners
Rhode Island
$4.46M
A
1222
Allianz
Germany
$4.45M -$45.6M -89,685 -91%
TWP
1223
TFO Wealth Partners
Ohio
$4.45M +$14.7K +29 +0.3%
WG
1224
Welch Group
Alabama
$4.43M -$20.3K -40 -0.5%
BMA
1225
Brooks Moore & Associates
Tennessee
$4.42M +$55.4K +109 +1%

VOO Hedge Fund Activity: Q3 2024 in Review

2,928 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q3 2024, worth a combined $199B — up 9.8% from $181B a quarter earlier.

Buyers outnumbered sellers: 209 funds opened new VOO positions and 76 closed out — a net gain of 133 holders — while 1,449 added to existing stakes and 883 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $4.02B. The largest seller was Strategic Financial Concepts, cutting an estimated $3.68B.

  • 2,928 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q3 2024, up from 2,830 in Q2 2024.
  • Funds reported $199B of Vanguard S&P 500 ETF stock for Q3 2024, up 9.8% quarter-over-quarter.
  • 209 funds opened new Vanguard S&P 500 ETF positions in Q3 2024 and 76 closed out, a net change of +133 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $4.02B added.
  • The largest Vanguard S&P 500 ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $3.68B sold.

Based on aggregated 13F filings for Q3 2024.