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Vanguard S&P 500 ETF
VOO

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: 640 → 665 (+25)

3% more funds holding

Funds holding: 2,747 → 2,830 (+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

Top Buyers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
+$3.48B
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$3.47B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.06B
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$763M
5
Charles Schwab
Charles Schwab
California
+$563M

Top Sellers

Rank Fund Capital Flow
1
GAA
Global Assets Advisory
Florida
-$1.63B
2
SGCA
Steel Grove Capital Advisors
Tennessee
-$1.51B
3
Wolverine Trading
Wolverine Trading
Illinois
-$908M
4
KAM
Kensington Asset Management
Texas
-$435M
5
Marshall Wace
Marshall Wace
United Kingdom
-$428M
Name Holding Trade Value Shares
Change 		Change in
Stake
LIWM
1401
Long Island Wealth Management
New York
$2.58M – – –
FC
1402
Financial Council
Maryland
$2.58M – – –
MBTD
1403
Mechanics Bank - Trust Department
California
$2.57M – – –
TRCT
1404
Tower Research Capital (TRC)
New York
$2.57M -$1.17M -2,433 -32%
DFC
1405
DB Fitzpatrick & Co
Idaho
$2.57M +$26.9K +56 +1%
MFWP
1406
Mosaic Family Wealth Partners
Missouri
$2.56M +$2.47M +5,124 New
PPWM
1407
Paragon Private Wealth Management
Kentucky
$2.55M -$221K -460 -8%
PWP
1408
Principle Wealth Partners
Connecticut
$2.55M -$24.5K -51 -1%
1WA
1409
180 Wealth Advisors
Washington
$2.54M +$596K +1,239 +33%
PRA
1410
Pine Ridge Advisers
New York
$2.54M +$2.44M +5,075 New
OCM
1411
Osterweis Capital Management
California
$2.52M – – –
AI
1412
Accredited Investors
Minnesota
$2.52M -$67.8K -141 -3%
GCM
1413
Gallacher Capital Management
Colorado
$2.51M -$33.2K -69 -1%
AWM
1414
Aspire Wealth Management
Massachusetts
$2.51M +$32.2K +67 +1%
MWA
1415
Monograph Wealth Advisors
California
$2.5M – – –
TWA
1416
TCI Wealth Advisors
Arizona
$2.5M -$498K -1,035 -17%
SFC
1417
Strategic Financial Concepts
Texas
$2.49M +$3.48B +7,230,409 +32,889%
HSWM
1418
Hubbell Strickland Wealth Management
Louisiana
$2.49M +$7.7K +16 +0.3%
JIP
1419
Jaffetilchin Investment Partners
Florida
$2.49M +$13K +27 +0.5%
RJTCONH
1420
Raymond James Trust Company of New Hampshire
New Hampshire
$2.48M -$95.8K -199 -4%
TYCC
1421
Texas Yale Capital Corp
Florida
$2.48M +$6.26K +13 +0.3%
AI
1422
Arrien Investments
Idaho
$2.47M -$122K -254 -5%
XS
1423
XR Securities
Illinois
$2.46M +$160K +332 +7%
SWM
1424
Stockman Wealth Management
Montana
$2.46M +$50K +104 +2%
TNAM
1425
Terra Nova Asset Management
New York
$2.45M +$163K +339 +7%
55 56
57
58 59

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.