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Vanguard S&P 500 ETF
VOO

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: 2,664 → 2,747 (+83)

2% more funds holding in top 10

Funds holding in top 10: 628 → 640 (+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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$4.76B
2
GAA
Global Assets Advisory
Florida
+$1.56B
3
SGCA
Steel Grove Capital Advisors
Tennessee
+$1.38B
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.17B
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$431M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$7.64B
2
Cerity Partners
Cerity Partners
New York
-$2.55B
3
Goldman Sachs
Goldman Sachs
New York
-$1.3B
4
Osaic Holdings
Osaic Holdings
Arizona
-$419M
5
MIH
Meitav Investment House
Israel
-$409M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
1351
Paragon Private Wealth Management
Kentucky
$2.68M +$249K +544 +11%
GAM
1352
Gotham Asset Management
New York
$2.67M -$741K -1,618 -23%
RSWA
1353
Robinson Smith Wealth Advisors
Maine
$2.66M +$458 +1 +0%
LS
1354
Leelyn Smith
Illinois
$2.65M +$1M +2,195 +66%
Financial Engines Advisors
1355
Financial Engines Advisors
California
$2.64M +$557K +1,216 +28%
TP
1356
Tranquility Partners
Tennessee
$2.64M -$103K -224 -4%
DFC
1357
DBK Financial Counsel
Ohio
$2.62M -$7.78K -17 -0.3%
S
1358
SignatureFD
Georgia
$2.62M -$130K -284 -5%
RFS
1359
Richardson Financial Services
Massachusetts
$2.62M +$1.6M +3,491 +179%
GKWIM
1360
Gerber Kawasaki Wealth & Investment Management
California
$2.61M +$320K +700 +15%
FFWA
1361
Forthright Family Wealth Advisory
Texas
$2.6M +$242K +529 +11%
PP
1362
PDS Planning
Ohio
$2.6M +$316K +690 +15%
LSA
1363
Lion Street Advisors
Texas
$2.6M – – –
WLPWM
1364
Walled Lake Planning & Wealth Management
Illinois
$2.59M +$192K +420 +8%
CCM
1365
Chilton Capital Management
Texas
$2.58M -$1.61M -3,516 -40%
IWN
1366
Independent Wealth Network
Iowa
$2.57M +$45.8K +100 +2%
CCP
1367
Clarity Capital Partners
California
$2.57M +$233K +508 +11%
PCH
1368
PGIM Custom Harvest
New Jersey
$2.57M +$1.89M +4,124 +340%
WGC
1369
Watts Gwilliam & Co
Arizona
$2.56M +$2.43M +5,320 New
GWA
1370
GGM Wealth Advisors
Maryland
$2.55M +$323K +705 +15%
ORG
1371
Optimist Retirement Group
Washington
$2.55M -$75.5K -165 -3%
OMC
1372
Old Mission Capital
Illinois
$2.55M +$2.43M +5,300 New
WA
1373
Waddell & Associates
Tennessee
$2.53M +$81.5K +178 +3%
TIM
1374
Tortoise Investment Management
New York
$2.52M +$30.2K +66 +1%
BIA
1375
Bell Investment Advisors
California
$2.51M -$22.9K -50 -1%
53 54
55
56 57

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.