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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
AI
1376
Arrien Investments
Idaho
$2.5M +$43.5K +95 +2%
AI
1377
Accredited Investors
Minnesota
$2.49M +$30.2K +66 +1%
BPWM
1378
Badgley Phelps Wealth Managers
Washington
$2.48M +$28.4K +62 +1%
LIWM
1379
Long Island Wealth Management
New York
$2.48M +$915 +2 +0%
RJTCONH
1380
Raymond James Trust Company of New Hampshire
New Hampshire
$2.48M -$319K -697 -12%
FC
1381
Financial Council
Maryland
$2.48M +$2.36M +5,152 New
PWP
1382
Principle Wealth Partners
Connecticut
$2.47M -$28.4K -62 -1%
MBTD
1383
Mechanics Bank - Trust Department
California
$2.47M +$1.91M +4,180 +434%
ZIM
1384
Zacks Investment Management
Illinois
$2.47M -$784K -1,712 -25%
GCM
1385
Gallacher Capital Management
Colorado
$2.45M +$84.2K +184 +4%
DFC
1386
DB Fitzpatrick & Co
Idaho
$2.44M -$304K -664 -12%
HA
1387
Hanover Advisors
South Carolina
$2.42M +$1.34M +2,930 +139%
JSL
1388
JT Stratford LLC
Georgia
$2.41M +$135K +295 +6%
MWA
1389
Monograph Wealth Advisors
California
$2.4M -$610K -1,332 -21%
HSWM
1390
Hubbell Strickland Wealth Management
Louisiana
$2.39M +$1.37K +3 +0.1%
AWM
1391
Accel Wealth Management
Iowa
$2.38M +$632K +1,380 +39%
JIP
1392
Jaffetilchin Investment Partners
Florida
$2.38M +$49.9K +109 +2%
AWM
1393
Aspire Wealth Management
Massachusetts
$2.38M +$331K +724 +17%
TYCC
1394
Texas Yale Capital Corp
Florida
$2.37M +$5.03K +11 +0.2%
CCIA
1395
Cherry Creek Investment Advisors
Colorado
$2.36M -$127K -277 -5%
PWP
1396
Perfromance Wealth Partners
Illinois
$2.35M – – –
CCM
1397
Cambridge Capital Management
Illinois
$2.35M +$340K +743 +18%
VAF
1398
Values Added Financial
District of Columbia
$2.34M -$3.66K -8 -0.2%
SF
1399
Slagle Financial
Illinois
$2.33M -$2.56M -5,583 -54%
WAG
1400
Winthrop Advisory Group
Massachusetts
$2.33M -$334K -730 -13%
54 55
56
57 58

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.