We are live on ! Find out more
VOO icon

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
GD
1526
Grandfield & Dodd
New York
$1.77M +$108K +237 +7%
TAM
1527
TCP Asset Management
Ohio
$1.76M +$189K +414 +13%
JWM
1528
Janiczek Wealth Management
Colorado
$1.76M -$76.4K -167 -4%
CC
1529
Callan Capital
California
$1.76M -$47.1K -103 -3%
WMG
1530
WESCAP Management Group
California
$1.76M +$409K +893 +32%
CAI
1531
Capital Advisors Inc
Oklahoma
$1.76M +$27.5K +60 +2%
PCTC
1532
Perkins Coie Trust Company
Washington
$1.75M -$11.9K -26 -0.7%
APP
1533
Avantax Planning Partners
Iowa
$1.75M +$27.9K +61 +2%
SFPG
1534
Stonebridge Financial Planning Group
Florida
$1.75M +$43K +94 +3%
LRIA
1535
Leonard Rickey Investment Advisors
Washington
$1.74M +$92.9K +203 +6%
RIA
1536
Realta Investment Advisors
Delaware
$1.74M +$14.2K +31 +0.9%
HA
1537
HFG Advisors
Ohio
$1.73M +$106K +231 +7%
LA
1538
LVW Advisors
New York
$1.73M -$70.5K -154 -4%
CWA
1539
Clearview Wealth Advisors
Oregon
$1.72M -$211K -461 -11%
HFW
1540
Horizon Family Wealth
Illinois
$1.72M +$62.7K +137 +4%
CCB
1541
Country Club Bank
Missouri
$1.72M +$28.4K +62 +2%
CIA
1542
Compass Ion Advisors
Pennsylvania
$1.72M +$501K +1,094 +44%
PPW
1543
Parcion Private Wealth
Washington
$1.71M
HKAM
1544
Horizon Kinetics Asset Management
New York
$1.71M -$31.6K -69 -2%
EI
1545
Ellevest Inc
New York
$1.71M -$85.6K -187 -5%
RWA
1546
River Wealth Advisors
Pennsylvania
$1.71M -$59.5K -130 -4%
ITIM
1547
Indiana Trust & Investment Management
Indiana
$1.7M +$36.6K +80 +2%
EFMH
1548
E Fund Management (HK)
Hong Kong
$1.68M
EFM
1549
E Fund Management
China
$1.68M
MFS
1550
Mirabella Financial Services
United Kingdom
$1.68M

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.