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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
HWA
1251
HCR Wealth Advisors
California
$104K -$213K -753 -68%
SL
1252
Salomon & Ludwin
Virginia
$102K +$97.3K +344 New
ME
1253
McIlrath & Eck
Washington
$98K
BBA
1254
Braun-Bostich & Associates
Pennsylvania
$98K +$92.5K +327 New
CWA
1255
Capital Wealth Alliance
Arizona
$95K +$91.1K +322 New
SWA
1256
Sutton Wealth Advisors
Florida
$93.2K
SNT
1257
Security National Trust
West Virginia
$90K
NG
1258
NWK Group
California
$90K +$85.7K +303 New
SJIM
1259
St. Johns Investment Management
Florida
$89K +$41K +145 +94%
AIA
1260
Armor Investment Advisors
North Carolina
$89K +$84.9K +300 New
BWA
1261
BDO Wealth Advisors
Florida
$88K -$367K -1,296 -81%
BCA
1262
Berman Capital Advisors
Georgia
$88K
LB
1263
Legacy Bridge
Iowa
$88K
GAM
1264
Gemmer Asset Management
California
$85K
DC
1265
DeDora Capital
California
$83K +$79.8K +282 New
GDP
1266
Great Diamond Partners
Maine
$81K +$78.1K +276 New
TT
1267
TI-Trust
Illinois
$79K +$75.5K +267 New
AWMS
1268
Advocacy Wealth Management Services
Georgia
$75K +$71.8K +254 New
MAWCM
1269
Mine & Arao Wealth Creation & Management
California
$75K +$71.8K +254 New
WFMPM
1270
Woodley Farra Manion Portfolio Management
Indiana
$74K +$70.7K +250 New
SCA
1271
Stonebridge Capital Advisors
Minnesota
$73K +$41.6K +147 +147%
FWP
1272
FAS Wealth Partners
Kansas
$71K +$67.6K +239 New
PO
1273
Private Ocean
California
$67K -$28.3K -100 -31%
PWP
1274
Personal Wealth Partners
Minnesota
$67K
CT
1275
Caldwell Trust
Florida
$66.9K +$63.9K +226 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.