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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
SCM
1451
Saxony Capital Management
Missouri
$2.1M +$266K +581 +15%
WFA
1452
WMG Financial Advisors
Tennessee
$2.1M
NW
1453
Naviter Wealth
Arkansas
$2.1M +$745K +1,627 +59%
9WM
1454
9258 Wealth Management
Ohio
$2.08M +$26.1K +57 +1%
HA
1455
Harfst & Associates
Wyoming
$2.08M +$11.4K +25 +0.6%
SW
1456
SkyOak Wealth
Michigan
$2.07M +$49.9K +109 +3%
CICC
1457
Capital Investment Counsel (Colorado)
Colorado
$2.07M +$429K +937 +28%
PHIC
1458
Pine Haven Investment Counsel
Massachusetts
$2.07M -$225K -491 -10%
PWA
1459
Provenance Wealth Advisors
Florida
$2.07M +$5.03K +11 +0.3%
PCS
1460
Private Client Services
Kentucky
$2.07M -$38.4K -84 -2%
PIA
1461
Perennial Investment Advisors
California
$2.06M +$59K +129 +3%
RWP
1462
Revolve Wealth Partners
New Jersey
$2.04M +$46.2K +101 +2%
TC
1463
TAP Consulting
Missouri
$2.04M -$4.12K -9 -0.2%
FIM
1464
Freedom Investment Management
Connecticut
$2.04M +$1.3M +2,837 +202%
AWM
1465
Aries Wealth Management
Maine
$2.04M +$52.6K +115 +3%
SLC
1466
Second Line Capital
Louisiana
$2.03M +$343K +749 +22%
EFG
1467
Everhart Financial Group
Ohio
$2.03M +$276K +603 +17%
WP
1468
WMS Partners
Maryland
$2.02M -$1.83K -4 -0.1%
CMANY
1469
Capital Management Associates (New York)
New York
$2.02M -$119K -261 -6%
BDF
1470
Black Diamond Financial
Maryland
$2.02M
ZIG
1471
Zullo Investment Group
Pennsylvania
$2.01M
TFA
1472
Teamwork Financial Advisors
Texas
$2.01M +$43.5K +95 +2%
EGA
1473
E&G Advisors
Texas
$2M +$26.5K +58 +1%
SIS
1474
Sound Income Strategies
Florida
$2M +$391K +855 +26%
IAG
1475
Investment Advisory Group
Massachusetts
$2M +$131K +287 +7%

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.