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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
CWA
1276
Carolina Wealth Advisors
South Carolina
$66K +$63.4K +224 New
AWA
1277
Arkadios Wealth Advisors
Georgia
$64.3K +$58.8K +208 New
FA
1278
Fortis Advisors
Pennsylvania
$62K -$283 -1 -0.5%
LWA
1279
Lenox Wealth Advisors
New York
$62K +$2.26K +8 +4%
AWM
1280
AllSquare Wealth Management
New York
$60K
PWMG
1281
Prestige Wealth Management Group
New Jersey
$59K -$66.2K -234 -54%
MSFP
1282
Mark Sheptoff Financial Planning
Connecticut
$59K
TFA
1283
Toth Financial Advisory
Virginia
$56K +$54K +191 New
VCM
1284
Vigilant Capital Management
Maine
$55K +$52.6K +186 New
AF
1285
Arrow Financial
New York
$51K
FANJ
1286
Financial Architects (New Jersey)
New Jersey
$50K
NSB
1287
Norway Savings Bank
Maine
$49K
GWMIA
1288
Global Wealth Management Investment Advisory
Florida
$46K -$3.39K -12 -7%
DAM
1289
Delta Asset Management
Tennessee
$44K -$5.66K -20 -12%
APW
1290
Acima Private Wealth
Virginia
$44K
CQS
1291
Credential Qtrade Securities
$42.9K +$41K +145 New
HI
1292
Hudock Inc
Pennsylvania
$41K +$22.9K +81 +137%
HDIM
1293
Hanson & Doremus Investment Management
Vermont
$37K +$35.6K +126 New
MPCG
1294
Matrix Private Capital Group
New York
$36K +$34.2K +121 New
BCI
1295
Brinker Capital Investments
Pennsylvania
$36K +$34.5K +122 New
MG
1296
MilWealth Group
Wisconsin
$34.9K +$33.4K +118 New
FWM
1297
FSA Wealth Management
Massachusetts
$31K +$30K +106 New
KFS
1298
Kelly Financial Services
Massachusetts
$30.6K +$29.1K +103 New
CAL
1299
Capital Analysts LLC
Pennsylvania
$30K +$28.3K +100 New
FM
1300
Family Management
New York
$29K

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.