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
SAG
1576
SageView Advisory Group
California
$1.57M -$18.9M -41,226 -56%
W
1577
Wealthquest
Ohio
$1.57M +$130K +283 +9%
SM
1578
Sensible Money
Arizona
$1.56M +$22.9K +50 +2%
SFP
1579
Sandbox Financial Partners
Maryland
$1.56M +$552K +1,206 +59%
FRA
1580
Frank Rimerman Advisors
California
$1.56M +$4.12K +9 +0.3%
GIA
1581
Guyasuta Investment Advisors
Pennsylvania
$1.55M
NC
1582
Napatree Capital
Rhode Island
$1.55M +$205K +449 +15%
AA
1583
Alesco Advisors
New York
$1.55M +$604K +1,319 +69%
RFS
1584
Retirement Financial Solutions
Tennessee
$1.55M -$115K -251 -7%
HS
1585
Horan Securities
United States
$1.54M -$167K -365 -10%
JC
1586
JB Capital
Connecticut
$1.54M +$38.9K +85 +3%
WA
1587
WP Advisors
California
$1.54M +$188K +410 +15%
SPWM
1588
Schrum Private Wealth Management
Florida
$1.53M +$85.1K +186 +6%
DWM
1589
Destination Wealth Management
California
$1.53M -$133K -290 -8%
D
1590
Diversified
Delaware
$1.53M +$8.7K +19 +0.6%
CAAS
1591
Capital Asset Advisory Services
Michigan
$1.53M -$464K -1,013 -24%
AAS
1592
Annex Advisory Services
Wisconsin
$1.53M +$577K +1,260 +66%
OWM
1593
OneAscent Wealth Management
Alabama
$1.53M +$147K +321 +11%
FWM
1594
Fortress Wealth Management
California
$1.53M
NCM
1595
Novare Capital Management
North Carolina
$1.52M +$1.44M +3,156 New
HCM
1596
HMS Capital Management
Tennessee
$1.52M -$63.2K -138 -4%
WMR
1597
Wealth Management Resources
Rhode Island
$1.51M -$231K -504 -19%
RTC
1598
Riverview Trust Company
Washington
$1.51M
WAM
1599
Weinberger Asset Management
California
$1.5M +$35.7K +78 +3%
DIP
1600
DT Investment Partners
Pennsylvania
$1.49M

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.