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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
SWM
1401
Stockman Wealth Management
Montana
$2.31M +$54.5K +119 +3%
PWM
1402
Penobscot Wealth Management
Maine
$2.31M +$94.7K +207 +5%
VR
1403
Valued Retirements
Texas
$2.31M +$1.37K +3 +0.1%
VFP
1404
Verus Financial Partners
Virginia
$2.29M +$99.8K +218 +5%
FC
1405
Fiduciary Counselling
Minnesota
$2.28M – – –
AIC
1406
Archer Investment Corporation
Indiana
$2.27M +$205K +447 +10%
TWM
1407
Tradition Wealth Management
Minnesota
$2.27M -$79.6K -174 -4%
MWM
1408
Mascoma Wealth Management
New Hampshire
$2.27M +$458 +1 +0%
HIM
1409
Harbour Investment Management
Washington
$2.26M +$851K +1,860 +66%
GSC
1410
Grey Street Capital
Illinois
$2.25M +$2.14M +4,683 New
PCMC
1411
Planning Capital Management Corporation
Pennsylvania
$2.25M +$2.75K +6 +0.1%
FNWM
1412
Financial Network Wealth Management
Utah
$2.25M +$28.8K +63 +1%
VCM
1413
Violich Capital Management
California
$2.24M +$390K +852 +22%
BFA
1414
Bill Few Associates
Pennsylvania
$2.24M +$379K +829 +22%
AAIM
1415
Asset Advisors Investment Management
Georgia
$2.23M +$17.8K +39 +0.8%
TDC
1416
Thompson Davis & Co
Virginia
$2.23M +$60K +131 +3%
WFA
1417
Wellspring Financial Advisors
Ohio
$2.23M +$15.1K +33 +0.7%
QWM
1418
Quadcap Wealth Management
Texas
$2.22M +$207K +453 +11%
CFP
1419
Cascade Financial Partners
California
$2.21M +$2.16M +4,717 New
MBT
1420
Montecito Bank & Trust
California
$2.21M -$40.7K -89 -2%
M
1421
MYeCFO
California
$2.21M -$5.95K -13 -0.3%
BC
1422
Bakala Capital
South Carolina
$2.21M +$1.04M +2,268 +97%
XS
1423
XR Securities
Illinois
$2.21M +$2.1M +4,594 New
HCA
1424
Horan Capital Advisors
Ohio
$2.21M -$20.1K -44 -0.9%
MWA
1425
Martel Wealth Advisors
Washington
$2.21M -$180K -394 -8%
55 56
57
58 59

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.