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Vanguard S&P 500 ETF

2,830 hedge funds and large institutions have $181B invested in Vanguard S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 207 funds opening new positions, 1,295 increasing their positions, 912 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 88

42% more repeat investments, than reductions

Existing positions increased: 1,295 | Existing positions reduced: 912

8% more capital invested

Capital invested by funds: $168B → $181B (+$13.8B)

4% more funds holding in top 10

Funds holding in top 10: 640665 (+25)

3% more funds holding

Funds holding: 2,7472,830 (+83)

0.07% less ownership

Funds ownership: 39.27%39.2% (-0.07%)

5% less call options, than puts

Call options by funds: $964M | Put options by funds: $1.01B

Holders
2,830
Holders Change
+83
Holders Change %
+3.02%
% of All Funds
40.87%
Holding in Top 10
665
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+3.91%
% of All Funds
9.6%
New
207
Increased
1,295
Reduced
912
Closed
88
Calls
$964M
Puts
$1.01B
Net Calls
-$45.5M
Net Calls Change
-$219M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
1601
HFG Advisors
Ohio
$1.65M -$151K -313 -9%
MWM
1602
Maripau Wealth Management
Indiana
$1.64M +$256K +532 +19%
PWS
1603
Peterson Wealth Services
Utah
$1.64M -$252K -524 -14%
CC
1604
Courier Capital
New York
$1.63M -$11.9M -24,633 -88%
BW
1605
BIP Wealth
Georgia
$1.63M -$38.5K -80 -2%
CIAS
1606
CFS Investment Advisory Services
New Jersey
$1.63M +$1.56M +3,249 New
FRA
1607
Frank Rimerman Advisors
California
$1.62M +$962 +2 +0.1%
WA
1608
WP Advisors
California
$1.62M +$24.1K +50 +2%
CWM
1609
CIBC World Markets
New York
$1.62M -$37.5K -78 -2%
NWM
1610
Northwest Wealth Management
Iowa
$1.61M -$122K -254 -7%
RFS
1611
Retirement Financial Solutions
Tennessee
$1.61M -$3.37K -7 -0.2%
AAS
1612
Annex Advisory Services
Wisconsin
$1.6M +$12K +25 +0.8%
IAS
1613
Investment Advisory Services
Texas
$1.6M +$125K +260 +9%
AA
1614
Alesco Advisors
New York
$1.6M -$6.74K -14 -0.4%
JWM
1615
Jessup Wealth Management
Ohio
$1.6M -$41.4K -86 -3%
FWM
1616
Fortress Wealth Management
California
$1.59M
OWM
1617
Orgel Wealth Management
Wisconsin
$1.59M +$65.9K +137 +5%
AFA
1618
AA Financial Advisors
Ohio
$1.58M +$130K +271 +9%
FCB
1619
First County Bank
Connecticut
$1.58M -$91.9K -191 -6%
HCM
1620
HMS Capital Management
Tennessee
$1.58M
OAS
1621
Optivise Advisory Services
Tennessee
$1.58M +$1.52M +3,150 New
BFA
1622
Beacon Financial Advisory
Ohio
$1.57M +$142K +296 +10%
WCM
1623
Washburn Capital Management
Florida
$1.57M +$727K +1,511 +92%
DIP
1624
DT Investment Partners
Pennsylvania
$1.56M +$10.6K +22 +0.7%
WAM
1625
Weinberger Asset Management
California
$1.56M

VOO Hedge Fund Activity: Q2 2024 in Review

2,830 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q2 2024, worth a combined $181B — up 8.2% from $168B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new VOO positions and 88 closed out — a net gain of 119 holders — while 1,295 added to existing stakes and 912 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $3.48B. The largest seller was Global Assets Advisory, cutting an estimated $1.63B.

  • 2,830 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q2 2024, up from 2,747 in Q1 2024.
  • Funds reported $181B of Vanguard S&P 500 ETF stock for Q2 2024, up 8.2% quarter-over-quarter.
  • 207 funds opened new Vanguard S&P 500 ETF positions in Q2 2024 and 88 closed out, a net change of +119 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $3.48B added.
  • The largest Vanguard S&P 500 ETF seller in Q2 2024 was Global Assets Advisory, an estimated $1.63B sold.

Based on aggregated 13F filings for Q2 2024.