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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
IF
1301
Ironwood Financial
Arizona
$29K
APWM
1302
Atlas Private Wealth Management
New York
$29K +$27.7K +98 New
AAP
1303
Arax Advisory Partners
Colorado
$28K -$34.2K -121 -56%
SL
1304
Savior LLC
Massachusetts
$28K +$26.9K +95 New
SMG
1305
Spectrum Management Group
Indiana
$28K +$26.9K +95 New
BWP
1306
Baldwin Wealth Partners
Massachusetts
$27K
VNA
1307
Valley National Advisers
Pennsylvania
$27K +$25.7K +91 New
IA
1308
Independence Advisors
Pennsylvania
$27K +$26K +92 New
LWCFA
1309
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26K
CI
1310
Cordant Inc
Oregon
$26K +$25.2K +89 New
FP
1311
Financial Perspectives
Minnesota
$25.7K +$24.6K +87 New
SIS
1312
Sound Income Strategies
Florida
$25K +$10.5K +37 +79%
AWM
1313
Aberdeen Wealth Management
Illinois
$24K +$22.9K +81 New
NC
1314
NewSquare Capital
Pennsylvania
$24K +$23.2K +82 New
RFWA
1315
RPg Family Wealth Advisory
Massachusetts
$21.3K
GCM
1316
Garland Capital Management
Washington
$21K
HGWM
1317
Harvest Group Wealth Management
Massachusetts
$21K +$1.98K +7 +11%
IWMA
1318
Ironwood Wealth Management (Arizona)
Arizona
$20K
PAIM
1319
Punch & Associates Investment Management
Minnesota
$20K +$19.5K +69 New
TCWM
1320
Total Clarity Wealth Management
Illinois
$19K +$18.4K +65 New
EWM
1321
EPG Wealth Management
Georgia
$17K +$15.8K +56 New
CFN
1322
Cordasco Financial Network
Florida
$16K
SFG
1323
Sowa Financial Group
Rhode Island
$15K +$14.1K +50 New
JSC
1324
Jackson Square Capital
California
$14K +$13.9K +49 New
LDFR
1325
Lehman & Derafelo Financial Resources
Pennsylvania
$14K +$13.9K +49 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.