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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
W
1501
WealthCollab
Washington
$1.88M
CTWM
1502
Cherry Tree Wealth Management
Minnesota
$1.88M +$633K +1,382 +55%
PCA
1503
Prosperity Capital Advisors
Ohio
$1.88M +$1.01M +2,211 +130%
OA
1504
Oxbow Advisors
Texas
$1.88M +$1.37K +3 +0.1%
LWMM
1505
Legacy Wealth Management (Mississippi)
Mississippi
$1.87M
CPCM
1506
Cardinal Point Capital Management
Ontario, Canada
$1.86M +$175K +382 +11%
WP
1507
WealthShield Partners
North Carolina
$1.86M +$954K +2,085 +117%
GC
1508
Gratus Capital
Georgia
$1.86M +$565K +1,234 +47%
NFG
1509
Northeast Financial Group
Pennsylvania
$1.85M -$303K -663 -15%
SWM
1510
Segment Wealth Management
Texas
$1.85M
IC
1511
Inscription Capital
Texas
$1.85M +$1.15M +2,510 +187%
BMM
1512
Buffington Mohr McNeal
Idaho
$1.84M -$27.5K -60 -2%
PWS
1513
Peterson Wealth Services
Utah
$1.83M -$364K -796 -17%
CW
1514
Channel Wealth
California
$1.83M -$103K -225 -6%
AWP
1515
Ascent Wealth Partners
New York
$1.82M +$1.73M +3,788 New
PGA
1516
Portland Global Advisors
Maine
$1.82M -$73.2K -160 -4%
GOCP
1517
Great Oak Capital Partners
Massachusetts
$1.81M +$5.49K +12 +0.3%
MWP
1518
Meridian Wealth Partners
Pennsylvania
$1.81M -$11.9K -26 -0.7%
PWG
1519
Private Wealth Group
Florida
$1.81M
IA
1520
Insight Advisors
Pennsylvania
$1.81M +$9.61K +21 +0.6%
1WA
1521
180 Wealth Advisors
Washington
$1.8M +$86.5K +189 +5%
CIAS
1522
Capital Investment Advisory Services
North Carolina
$1.79M -$458 -1 -0%
BW
1523
Bison Wealth
Georgia
$1.78M +$360K +787 +27%
NFP
1524
Narus Financial Partners
Utah
$1.78M +$452K +987 +36%
RMAM
1525
Raab & Moskowitz Asset Management
New Jersey
$1.77M +$159K +348 +10%

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.