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Vanguard S&P 500 ETF

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: 2,6642,747 (+83)

2% more funds holding in top 10

Funds holding in top 10: 628640 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1426
LongView Wealth Management
Georgia
$2.21M +$255K +558 +14%
MPWT
1427
MassMutual Private Wealth & Trust
Connecticut
$2.2M -$6.42M -14,029 -75%
TNAM
1428
Terra Nova Asset Management
New York
$2.19M +$27.5K +60 +1%
HWM
1429
Hassell Wealth Management
Louisiana
$2.19M +$2.16M +4,711 New
CAM
1430
Columbia Asset Management
Michigan
$2.19M
CWM
1431
Cornerstone Wealth Management
Missouri
$2.18M +$133K +290 +7%
PIMG
1432
Patriot Investment Management Group
Tennessee
$2.18M +$25.6K +56 +1%
BNP Paribas Asset Management
1433
BNP Paribas Asset Management
France
$2.17M +$2.07M +4,520 New
SCA
1434
STALEY CAPITAL ADVISERS
Pennsylvania
$2.17M -$11.4K -25 -0.6%
CAM
1435
Cidel Asset Management
Ontario, Canada
$2.17M -$151K -329 -7%
PIAS
1436
PCA Investment Advisory Services
Ohio
$2.16M +$30.7K +67 +2%
SWA
1437
SFMG Wealth Advisors
Texas
$2.16M +$68.2K +149 +3%
RIS
1438
Retirement Income Solutions
Michigan
$2.16M +$161K +351 +8%
WCG
1439
Weaver Consulting Group
California
$2.14M +$1.83K +4 +0.1%
THWM
1440
Taylor Hoffman Wealth Management
Virginia
$2.14M -$53.5K -117 -3%
CHJWM
1441
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.14M +$440K +961 +26%
PA
1442
Planning Alternatives
Michigan
$2.13M +$5.95K +13 +0.3%
CPW
1443
Cove Private Wealth
New York
$2.13M
GIA
1444
GHP Investment Advisors
Colorado
$2.12M +$47.1K +103 +2%
RBC
1445
Roble Belko & Company
Pennsylvania
$2.12M +$7.32K +16 +0.4%
SOS
1446
Silver Oak Securities
Tennessee
$2.12M +$586K +1,281 +41%
WF
1447
Welch & Forbes
Massachusetts
$2.12M -$178K -388 -8%
KP
1448
Kitching Partners
Pennsylvania
$2.12M +$2.29K +5 +0.1%
WIC
1449
Woodmont Investment Counsel
Tennessee
$2.11M -$11K -24 -0.5%
RWM
1450
Ritholtz Wealth Management
New York
$2.11M +$195K +426 +11%

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.