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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
SA
1601
Sunesis Advisors
Kansas
$1.49M
RGC
1602
Roberts, Glore & Co
Illinois
$1.49M -$34.3K -75 -2%
TAM
1603
Tocqueville Asset Management
New York
$1.49M +$174K +380 +14%
ACGA
1604
Atlanta Consulting Group Advisors
Georgia
$1.49M +$1.41M +3,091 New
BAAM
1605
Baker Avenue Asset Management
California
$1.49M +$11K +24 +0.8%
PAG
1606
Paladin Advisory Group
Iowa
$1.48M -$59.5K -130 -4%
AWM
1607
Alterna Wealth Management
Texas
$1.48M -$1.41M -3,074 -50%
NI
1608
NDVR Inc
Massachusetts
$1.48M +$458 +1 +0%
EA
1609
Eudaimonia Advisors
Tennessee
$1.47M +$11.9K +26 +0.9%
EW
1610
Enzi Wealth
Texas
$1.47M -$239K -522 -14%
AEPWM
1611
Atlantic Edge Private Wealth Management
Florida
$1.46M +$211K +460 +18%
PCM
1612
Passive Capital Management
Maryland
$1.46M
OWM
1613
Orgel Wealth Management
Wisconsin
$1.46M +$183K +399 +15%
CFP
1614
Curran Financial Partners
South Carolina
$1.46M -$273K -596 -16%
DC
1615
Darrow Company
Massachusetts
$1.44M +$1.37M +3,003 New
ST
1616
Spinnaker Trust
Maine
$1.44M +$102K +223 +8%
FWS
1617
FinDec Wealth Services
California
$1.44M -$6.41K -14 -0.5%
1CP
1618
17 Capital Partners
Arizona
$1.43M +$1.36M +2,976 New
SSB
1619
Sandy Spring Bank
Maryland
$1.43M +$26.5K +58 +2%
EFA
1620
Edge Financial Advisors
Illinois
$1.42M +$1.34M +2,937 New
VF
1621
VitalStone Financial
Texas
$1.42M +$118K +258 +10%
NWMG
1622
National Wealth Management Group
Ohio
$1.42M +$41.2K +90 +3%
IAS
1623
Investment Advisory Services
Texas
$1.42M -$21.1K -46 -2%
PO
1624
Private Ocean
California
$1.42M -$29.7K -65 -2%
TAM
1625
Taurus Asset Management
New York
$1.41M

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.