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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
CHAM
1226
Clear Harbor Asset Management
Connecticut
$169K +$162K +571 New
IWP
1227
IAG Wealth Partners
Wisconsin
$165K +$158K +557 New
CH
1228
Canton Hathaway
Rhode Island
$156K
VCM
1229
Versant Capital Management
Arizona
$153K
MCM
1230
MV Capital Management
Maryland
$143K
SSB
1231
Sandy Spring Bank
Maryland
$143K +$849 +3 +0.6%
MOACM
1232
Mutual of America Capital Management
New York
$138K -$39K -138 -23%
TFGT
1233
TS Financial Group (TSFG)
Illinois
$136K
HF
1234
Halpern Financial
Virginia
$134K +$128K +452 New
TPWA
1235
TRUE Private Wealth Advisors
Oregon
$130K +$125K +442 New
GI
1236
Gradient Investments
Minnesota
$129K +$115K +405 +1,350%
PP
1237
Pacifica Partners
Canada
$127K +$121K +428 New
WEC
1238
Winslow Evans & Crocker
Massachusetts
$124K
ACM
1239
Anfield Capital Management
California
$124K +$116K +409 New
TC
1240
TownSquare Capital
Utah
$123K -$106K -374 -47%
MWA
1241
Meridian Wealth Advisors
Texas
$121K +$115K +408 New
FWM
1242
Focused Wealth Management
New York
$120K +$62.2K +220 +118%
GEA
1243
Glen Eagle Advisors
New Jersey
$119K +$92.2K +326 +423%
AP
1244
Americana Partners
Texas
$119K +$115K +405 New
SAM
1245
S.A. Mason
Michigan
$118K +$113K +400 New
FGAM
1246
Financial Gravity Asset Management
Texas
$117K
PCFFS
1247
Pacific Center for Financial Services
California
$108K
RBC
1248
Roble Belko & Company
Pennsylvania
$108K
MWM
1249
Maltin Wealth Management
New Jersey
$108K +$103K +365 New
TCM
1250
Tradewinds Capital Management
Washington
$106K +$102K +359 New

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.