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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
CCA
1226
Cobblestone Capital Advisors
New York
$3.62M -$143K -312 -4%
BOM
1227
Bank of Marin
California
$3.61M -$397K -867 -10%
LBC
1228
Lowe Brockenbrough & Co
Virginia
$3.61M -$1.06M -2,324 -24%
FFA
1229
Fi3 Financial Advisors
Indiana
$3.6M -$817K -1,786 -19%
AWA
1230
Adapt Wealth Advisors
Georgia
$3.6M +$3.43M +7,495 New
CKAIS
1231
Christensen King & Associates Investment Services
Washington
$3.6M +$6.87K +15 +0.2%
TAM
1232
Townsend Asset Management
North Carolina
$3.6M +$3.09M +6,759 +937%
EDRH
1233
Edmond de Rothschild Holding
Switzerland
$3.59M +$513K +1,120 +18%
FCCM
1234
First City Capital Management
Georgia
$3.58M +$730K +1,595 +27%
PF
1235
Phoenix Financial
Israel
$3.57M +$563K +1,231 +20%
SF
1236
Symphony Financial
Texas
$3.56M -$5.95K -13 -0.2%
SCA
1237
Sage Capital Advisors
South Dakota
$3.55M +$2.75K +6 +0.1%
FIC
1238
Family Investment Center
Missouri
$3.53M -$129K -281 -4%
BMM
1239
Berkshire Money Management
Massachusetts
$3.53M -$1.69M -3,702 -34%
LWL
1240
Leo Wealth LLC
Texas
$3.53M +$628K +1,372 +23%
HL
1241
HeadInvest LLC
Maine
$3.5M +$1.25M +2,728 +60%
SNB
1242
Security National Bank
Nebraska
$3.5M -$150K -328 -4%
JGIA
1243
Jackson Grant Investment Advisers
Connecticut
$3.48M -$9.15K -20 -0.3%
GC
1244
Guidance Capital
Kentucky
$3.48M +$3.44M +7,514 New
SPP
1245
Single Point Partners
Massachusetts
$3.47M +$79.6K +174 +2%
BA
1246
Bristlecone Advisors
Washington
$3.46M +$1.37K +3 +0%
BST
1247
Bath Savings Trust
Maine
$3.44M +$518K +1,131 +19%
MWM
1248
MorganRosel Wealth Management
Colorado
$3.43M +$413K +903 +14%
FWA
1249
FOCUS Wealth Advisors
Texas
$3.42M +$43.5K +95 +1%
SHF
1250
Stage Harbor Financial
Massachusetts
$3.42M -$18.3K -40 -0.6%

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.