We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF

1,337 hedge funds and large institutions have $54.2B invested in Vanguard S&P 500 ETF in 2020 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 648 increasing their positions, 412 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 648 | Existing positions reduced: 412

7% more funds holding in top 10

Funds holding in top 10: 267287 (+20)

7% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 127

1% less funds holding

Funds holding: 1,3481,337 (-11)

0.84% less ownership

Funds ownership: 46.79%45.95% (-0.84%)

11% less capital invested

Capital invested by funds: $60.7B → $54.2B (-$6.51B)

58% less call options, than puts

Call options by funds: $155M | Put options by funds: $369M

Holders
1,337
Holders Change
-11
Holders Change %
-0.82%
% of All Funds
29.46%
Holding in Top 10
287
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+7.49%
% of All Funds
6.32%
New
136
Increased
648
Reduced
412
Closed
127
Calls
$155M
Puts
$369M
Net Calls
-$215M
Net Calls Change
-$62M
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
1351
Independent Advisor Alliance
North Carolina
-$9.67M -32,699 Closed
Citadel Advisors
1352
Citadel Advisors
Florida
-$8.11M -28,935 Closed
JWCA
1353
J.W. Cole Advisors
Florida
-$6.87M -23,223 Closed
MWP
1354
MYCIO Wealth Partners
Pennsylvania
-$6.4M -21,643 Closed
American Century Companies
1355
American Century Companies
Missouri
-$5.65M -19,100 Closed
C
1356
Clearshares
New York
-$5.22M -17,641 Closed
SRA
1357
Summit Rock Advisors
New York
-$4.32M -14,600 Closed
KIA
1358
KCM Investment Advisors
California
-$4.08M -13,800 Closed
SW
1359
SteelPeak Wealth
California
-$3.33M -11,252 Closed
JSL
1360
JT Stratford LLC
Georgia
-$3.22M -10,881 Closed
VCM
1361
Virtue Capital Management
Tennessee
-$2.78M -9,391 Closed
Millennium Management
1362
Millennium Management
New York
-$2.52M -8,527 Closed
RCM
1363
Requisite Capital Management
Texas
-$2.5M -8,437 Closed
SDWIA
1364
Schwarz Dygos Wheeler Investment Advisors
Minnesota
-$1.48M -5,000 Closed
MCM
1365
Monument Capital Management
Virginia
-$1.14M -3,848 Closed
SEI Investments
1366
SEI Investments
Pennsylvania
-$1.04M -3,504 Closed
SJIC
1367
St. James Investment Company
Texas
-$1.03M -3,480 Closed
CA
1368
Commerzbank Aktiengesellschaft
Germany
-$1.01M -3,422 Closed
AP
1369
Adero Partners
California
-$965K -3,264 Closed
FCCM
1370
First City Capital Management
Georgia
-$963K -3,254 Closed
TI
1371
tru Independence
Oregon
-$758K -3,201 Closed
TI
1372
Truepoint Inc
Ohio
-$910K -3,076 Closed
BCM
1373
Bayesian Capital Management
New York
-$867K -2,930 Closed
T. Rowe Price Associates
1374
T. Rowe Price Associates
Maryland
-$840K -2,841 Closed
CP
1375
Corbenic Partners
Pennsylvania
-$790K -2,670 Closed

VOO Hedge Fund Activity: Q1 2020 in Review

1,337 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q1 2020, worth a combined $54.2B — down 11% from $60.7B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new VOO positions and 127 closed out — a net gain of 9 holders — while 648 added to existing stakes and 412 trimmed.

The largest buyer was BlackRock, adding an estimated $1.81B. The largest seller was National Mutual Insurance Federation of Agricultural Cooperatives, cutting an estimated $548M.

  • 1,337 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q1 2020, down from 1,348 in Q4 2019.
  • Funds reported $54.2B of Vanguard S&P 500 ETF stock for Q1 2020, down 11% quarter-over-quarter.
  • 136 funds opened new Vanguard S&P 500 ETF positions in Q1 2020 and 127 closed out, a net change of +9 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q1 2020 was BlackRock, an estimated $1.81B added.
  • The largest Vanguard S&P 500 ETF seller in Q1 2020 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $548M sold.

Based on aggregated 13F filings for Q1 2020.