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Vanguard S&P 500 ETF

904 hedge funds and large institutions have $40.8B invested in Vanguard S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 394 increasing their positions, 263 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 37

50% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 263

20% more call options, than puts

Call options by funds: $57.4M | Put options by funds: $47.7M

3% more funds holding

Funds holding: 874904 (+30)

1% more capital invested

Capital invested by funds: $40.4B → $40.8B (+$433M)

0% more funds holding in top 10

Funds holding in top 10: 176176 (0)

0.17% less ownership

Funds ownership: 45.67%45.5% (-0.17%)

Holders
904
Holders Change
+30
Holders Change %
+3.43%
% of All Funds
20.7%
Holding in Top 10
176
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
4.03%
New
76
Increased
394
Reduced
263
Closed
37
Calls
$57.4M
Puts
$47.7M
Net Calls
+$9.66M
Net Calls Change
+$164K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
101
Stordahl Capital Management
Colorado
$48M +$2.03M +8,166 +4%
AllianceBernstein
102
AllianceBernstein
Tennessee
$47.8M +$3.4M +13,696 +8%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$47.4M +$5.69M +22,938 +14%
PGFC
104
Peapack-Gladstone Financial Corp
New Jersey
$46.6M +$563K +2,267 +1%
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$45.9M +$2.69M +10,825 +6%
WB
106
Webster Bank
Connecticut
$45.4M +$2.13M +8,595 +5%
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$45.4M +$5.19M +20,888 +13%
WMA
108
White Mountains Advisors
Connecticut
$45.3M -$14.9M -60,000 -25%
DW
109
Domani Wealth
Pennsylvania
$44.8M -$6.39M -25,752 -13%
AWM
110
Altium Wealth Management
New York
$42.5M +$11.1M +44,916 +36%
FFW
111
Fusion Family Wealth
New York
$42.1M +$637K +2,566 +2%
FU
112
Fairfield University
Connecticut
$40.9M +$40.6M +163,484 New
AL
113
Aspiriant LLC
California
$40.7M -$1.08M -4,337 -3%
AWE
114
Avidian Wealth Enterprises
Texas
$40.2M +$23.7M +95,306 +145%
Natixis Advisors
115
Natixis Advisors
Massachusetts
$38.5M -$8.15M -32,840 -18%
BTS
116
BB&T Securities
Virginia
$38.4M -$2.07M -8,330 -5%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$37.5M +$863K +3,478 +2%
AA
118
Ancora Advisors
Ohio
$37.5M -$318K -1,282 -0.8%
MTB
119
Mizuho Trust & Banking
Japan
$37.4M
HighTower Advisors
120
HighTower Advisors
Illinois
$37.4M -$5.06M -20,391 -12%
1832 Asset Management
121
1832 Asset Management
Ontario, Canada
$37.1M +$4.17M +16,800 +13%
TLIC
122
Taiyo Life Insurance Company
Japan
$35.9M
Allianz Asset Management
123
Allianz Asset Management
Germany
$35.4M -$1.99K -8 -0%
Brown Advisory
124
Brown Advisory
Maryland
$34.4M +$906K +3,648 +3%
HSBC Holdings
125
HSBC Holdings
United Kingdom
$34.4M -$4.44M -17,885 -11%

VOO Hedge Fund Activity: Q2 2018 in Review

904 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q2 2018, worth a combined $40.8B — up 1.1% from $40.4B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new VOO positions and 37 closed out — a net gain of 39 holders — while 394 added to existing stakes and 263 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $701M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $802M.

  • 904 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q2 2018, up from 874 in Q1 2018.
  • Funds reported $40.8B of Vanguard S&P 500 ETF stock for Q2 2018, up 1.1% quarter-over-quarter.
  • 76 funds opened new Vanguard S&P 500 ETF positions in Q2 2018 and 37 closed out, a net change of +39 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $701M added.
  • The largest Vanguard S&P 500 ETF seller in Q2 2018 was Varma Mutual Pension Insurance Co, an estimated $802M sold.

Based on aggregated 13F filings for Q2 2018.