We are live on ! Find out more
VOO icon

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
SC
1301
Sawyer & Company
Massachusetts
$2.98M +$382K +835 +16%
R
1302
Rebalance
California
$2.98M -$14.6K -32 -0.5%
SLG
1303
Stanley-Laman Group
Pennsylvania
$2.97M +$34.8K +76 +1%
SGI
1304
Summit Global Investments
Utah
$2.97M -$203K -443 -7%
1W
1305
1776 Wealth
Georgia
$2.97M
WA
1306
Wealthstream Advisors
New York
$2.96M +$915 +2 +0%
GCAC
1307
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.96M
MAG
1308
Members Advisory Group
New York
$2.96M -$9.15K -20 -0.3%
CCA
1309
Cora Capital Advisors
New Jersey
$2.95M -$7.32K -16 -0.3%
QCG
1310
Quadrant Capital Group
Ohio
$2.95M -$670K -1,464 -19%
MFG
1311
MidWestOne Financial Group
Iowa
$2.93M -$1.58M -3,457 -36%
BSG
1312
Black Swift Group
Colorado
$2.93M +$238K +520 +9%
ISL
1313
Ingalls & Snyder LLC
New York
$2.92M -$53.5K -117 -2%
FDCP
1314
Foster Dykema Cabot & Partners
Massachusetts
$2.91M
SIM
1315
Stratos Investment Management
Ohio
$2.9M +$152K +332 +6%
TWA
1316
TCI Wealth Advisors
Arizona
$2.9M +$546K +1,194 +25%
MC
1317
Moors & Cabot
Massachusetts
$2.9M +$134K +292 +5%
DCM
1318
DGS Capital Management
New Jersey
$2.9M +$449K +980 +19%
FFM
1319
Forum Financial Management
Illinois
$2.89M +$295K +644 +12%
NB
1320
NBT Bank
New York
$2.89M -$43.9K -96 -2%
TNA
1321
True North Advisors
Texas
$2.89M +$2.75M +6,009 New
FAIM
1322
Financial Advocates Investment Management
Washington
$2.88M +$47.1K +103 +2%
OAM
1323
Occidental Asset Management
California
$2.87M +$181K +395 +7%
PPW
1324
PACK Private Wealth
Minnesota
$2.84M +$4.12K +9 +0.2%
FPB
1325
First PREMIER Bank
South Dakota
$2.84M +$132K +288 +5%

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.