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Vanguard S&P 500 ETF

2,830 hedge funds and large institutions have $181B invested in Vanguard S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 207 funds opening new positions, 1,295 increasing their positions, 912 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 88

42% more repeat investments, than reductions

Existing positions increased: 1,295 | Existing positions reduced: 912

8% more capital invested

Capital invested by funds: $168B → $181B (+$13.8B)

4% more funds holding in top 10

Funds holding in top 10: 640665 (+25)

3% more funds holding

Funds holding: 2,7472,830 (+83)

0.07% less ownership

Funds ownership: 39.27%39.2% (-0.07%)

5% less call options, than puts

Call options by funds: $964M | Put options by funds: $1.01B

Holders
2,830
Holders Change
+83
Holders Change %
+3.02%
% of All Funds
40.87%
Holding in Top 10
665
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+3.91%
% of All Funds
9.6%
New
207
Increased
1,295
Reduced
912
Closed
88
Calls
$964M
Puts
$1.01B
Net Calls
-$45.5M
Net Calls Change
-$219M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
1376
Archer Investment Corporation
Indiana
$2.76M +$384K +797 +17%
CHJWM
1377
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.75M +$432K +898 +19%
TP
1378
Tranquility Partners
Tennessee
$2.75M -$962 -2 -0%
FAIM
1379
Financial Advocates Investment Management
Washington
$2.75M -$446K -926 -14%
DWM
1380
Diversify Wealth Management
Utah
$2.73M +$2.76M +5,737 New
CFS
1381
CRA Financial Services
New Jersey
$2.72M +$651K +1,352 +33%
KLI
1382
Kelman-Lazarov Inc
Tennessee
$2.72M +$2.4M +4,995 +1,148%
BI
1383
Berkeley Inc
Idaho
$2.7M -$83.2K -173 -3%
AWMNH
1384
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.7M -$146K -303 -5%
DFC
1385
DBK Financial Counsel
Ohio
$2.69M -$35.1K -73 -1%
VR
1386
Valued Retirements
Texas
$2.67M +$259K +539 +11%
FNC
1387
First National Corp
Massachusetts
$2.66M -$2.11M -4,383 -45%
KPWG
1388
KFA Private Wealth Group
Virginia
$2.66M -$2.44M -5,071 -49%
BC
1389
Bakala Capital
South Carolina
$2.66M +$348K +724 +16%
FFWA
1390
Forthright Family Wealth Advisory
Texas
$2.66M -$46.7K -97 -2%
TWM
1391
Tradition Wealth Management
Minnesota
$2.65M +$282K +585 +12%
CAG
1392
Compass Advisory Group
New York
$2.63M -$243K -506 -9%
HA
1393
Hanover Advisors
South Carolina
$2.63M +$104K +216 +4%
ZIM
1394
Zacks Investment Management
Illinois
$2.63M +$53.9K +112 +2%
TIM
1395
Tortoise Investment Management
New York
$2.62M +$3.37K +7 +0.1%
WA
1396
Waddell & Associates
Tennessee
$2.62M -$14K -29 -0.6%
OAM
1397
Occidental Asset Management
California
$2.62M -$353K -733 -12%
LWM
1398
LongView Wealth Management
Georgia
$2.61M +$299K +622 +14%
ORG
1399
Optimist Retirement Group
Washington
$2.59M -$61.6K -128 -2%
VCM
1400
Violich Capital Management
California
$2.59M +$243K +505 +11%

VOO Hedge Fund Activity: Q2 2024 in Review

2,830 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q2 2024, worth a combined $181B — up 8.2% from $168B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new VOO positions and 88 closed out — a net gain of 119 holders — while 1,295 added to existing stakes and 912 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $3.48B. The largest seller was Global Assets Advisory, cutting an estimated $1.63B.

  • 2,830 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q2 2024, up from 2,747 in Q1 2024.
  • Funds reported $181B of Vanguard S&P 500 ETF stock for Q2 2024, up 8.2% quarter-over-quarter.
  • 207 funds opened new Vanguard S&P 500 ETF positions in Q2 2024 and 88 closed out, a net change of +119 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $3.48B added.
  • The largest Vanguard S&P 500 ETF seller in Q2 2024 was Global Assets Advisory, an estimated $1.63B sold.

Based on aggregated 13F filings for Q2 2024.