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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
CBFP
1251
Cedar Brook Financial Partners
Ohio
$3.4M +$51.3K +112 +2%
AI
1252
Auour Investments
Massachusetts
$3.39M -$289K -632 -8%
MFA
1253
Mayflower Financial Advisors
Massachusetts
$3.39M -$574K -1,255 -15%
EFS
1254
Essex Financial Services
Connecticut
$3.39M +$211K +460 +7%
WIM
1255
Warwick Investment Management
Texas
$3.37M -$119K -260 -4%
FWCM
1256
Ferguson Wellman Capital Management
Oregon
$3.36M -$740K -1,616 -19%
RLWM
1257
RF&L Wealth Management
Massachusetts
$3.36M +$303K +663 +10%
TA
1258
Tactive Advisors
Florida
$3.35M -$3.01M -6,573 -49%
BMCM
1259
Bryn Mawr Capital Management
Pennsylvania
$3.35M -$151K -331 -5%
ADL
1260
Asset Dedication LLC
California
$3.34M -$16K -35 -0.5%
CWM
1261
Concentric Wealth Management
California
$3.32M +$23.3K +51 +0.7%
CPP
1262
Capasso Planning Partners
South Carolina
$3.31M +$160K +350 +5%
GIA
1263
Goodwin Investment Advisory
Georgia
$3.29M -$146K -320 -4%
OCM
1264
Orser Capital Management
Texas
$3.29M +$2.28M +4,991 +269%
GIM
1265
Guild Investment Management
California
$3.28M +$3.12M +6,825 New
BFO
1266
Biltmore Family Office
North Carolina
$3.28M
IIC
1267
Integrated Investment Consultants
Michigan
$3.28M +$4.12K +9 +0.1%
CPA
1268
Capital Planning Advisors
California
$3.27M +$394K +860 +14%
PG
1269
Prostatis Group
Maryland
$3.24M -$2.78M -6,076 -47%
RIM
1270
RW Investment Management
Idaho
$3.22M -$519K -1,134 -14%
MFG
1271
Magnus Financial Group
New York
$3.22M +$784K +1,712 +34%
MAG
1272
M3 Advisory Group
Massachusetts
$3.21M +$341K +745 +13%
FHC
1273
First Heartland Consultants
Missouri
$3.21M +$43K +94 +1%
KWM
1274
Keebeck Wealth Management
Illinois
$3.2M +$11.4K +25 +0.4%
AR
1275
Advisory Research
Illinois
$3.2M

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.