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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
BWA
1476
Burt Wealth Advisors
Maryland
$2M
CANC
1477
Culbertson A N & Co
Virginia
$2M +$1.83K +4 +0.1%
SWM
1478
Sanctuary Wealth Management
Idaho
$2M +$1.68M +3,676 +767%
FSWA
1479
Financial Synergies Wealth Advisors
Texas
$1.99M +$300K +656 +19%
VC
1480
Veery Capital
Delaware
$1.99M +$24.7K +54 +1%
WA
1481
WBH Advisory
Maryland
$1.99M +$915 +2 +0%
LFA
1482
LifeGuide Financial Advisors
Pennsylvania
$1.97M +$51.7K +113 +3%
AR
1483
Apeiron RIA
Texas
$1.97M +$19.7K +43 +1%
SAM
1484
S.A. Mason
Michigan
$1.96M +$171K +374 +10%
CFS
1485
CRA Financial Services
New Jersey
$1.96M +$944K +2,063 +102%
HIA
1486
HTG Investment Advisors
Connecticut
$1.96M
RMDI
1487
R.M. Davis Inc
Maine
$1.95M -$70.5K -154 -4%
SIMG
1488
Sonora Investment Management Group
Arizona
$1.95M +$23.3K +51 +1%
Ensign Peak Advisors
1489
Ensign Peak Advisors
Utah
$1.95M +$1.85M +4,053 New
PBK
1490
Peoples Bank (Kansas)
Kansas
$1.94M -$68.7K -150 -4%
MCWS
1491
McKinley Carter Wealth Services
West Virginia
$1.94M +$27.5K +60 +2%
DWA
1492
Delap Wealth Advisory
Oregon
$1.93M +$1.26M +2,761 +221%
GHA
1493
GW Henssler & Associates
Georgia
$1.92M
CRC
1494
Curi RMB Capital
Illinois
$1.92M -$4.58K -10 -0.2%
CC
1495
Copperleaf Capital
North Carolina
$1.91M -$335K -731 -16%
VBWMG
1496
Von Berge Wealth Management Group
California
$1.91M +$245K +535 +16%
DWM
1497
Drive Wealth Management
Utah
$1.91M -$23.3K -51 -1%
AWA
1498
Aaron Wealth Advisors
Illinois
$1.91M -$21.5K -47 -1%
FIB
1499
First Interstate Bank
Montana
$1.9M -$9.15K -20 -0.5%
IFA
1500
Index Fund Advisors
California
$1.88M +$913K +1,995 +104%

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.