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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
UBS AM
1376
UBS AM
Illinois
-$391K -1,433 Closed
GSWM
1377
Golden State Wealth Management
California
-$383K -1,406 Closed
CC
1378
Chanos & Company
New York
-$358K -1,314 Closed
AA
1379
Apriem Advisors
California
-$327K -1,200 Closed
ST
1380
Sentinel Trust
Texas
-$314K -1,152 Closed
IIA
1381
IPG Investment Advisors
California
-$239K -875 Closed
KL
1382
KWMG LLC
Kansas
-$238K -874 Closed
WCM
1383
WealthBridge Capital Management
Ohio
-$219K -804 Closed
RCG
1384
Ruggie Capital Group
Florida
-$210K -772 Closed
MAG
1385
Mokosak Advisory Group
Iowa
-$205K -753 Closed
GC
1386
Grimes & Company
Massachusetts
-$204K -749 Closed
PIC
1387
Portland Investment Counsel
Ontario, Canada
-$202K -742 Closed
WC
1388
Weil Company
California
-$139K -510 Closed
SWP
1389
Strategic Wealth Partners
Ohio
-$86 -321 Closed
KWA
1390
KCS Wealth Advisory
California
-$49.6K -182 Closed
DP
1391
Denver PWM
Colorado
-$36.4K -134 Closed
EK
1392
Evensky & Katz
Florida
-$33K -123 Closed
TAIM
1393
TD Ameritrade Investment Management
Nebraska
-$27K -100 Closed
REMPR
1394
Roof Eidam Maycock Peralta (REMP)
California
-$16K -60 Closed
CPA
1395
Capital Planning Advisors
California
-$15K -55 Closed
SWM
1396
Selective Wealth Management
Virginia
-$8K -30 Closed
SRC
1397
Shufro Rose & Co
New York
-$7K -24 Closed
HS
1398
Horan Securities
United States
-$5K -20 Closed
HWM
1399
HighMark Wealth Management
Minnesota
+$849 +3 New
First Trust Advisors
1400
First Trust Advisors
Illinois
+$1.61M +5,683 +31%

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.