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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
CTA
1651
Chesley Taft & Associates
Illinois
$1.35M -$87.9K -192 -6%
KCPG
1652
Kavar Capital Partners Group
Kansas
$1.35M -$1.01M -2,204 -44%
RA
1653
Rockingstone Advisors
Massachusetts
$1.34M +$111K +242 +9%
ZAM
1654
Zevin Asset Management
Massachusetts
$1.34M
HWA
1655
HHM Wealth Advisors
Tennessee
$1.34M +$8.7K +19 +0.7%
Walleye Trading
1656
Walleye Trading
New York
$1.34M +$1.24M +2,700 +3,375%
GWM
1657
GSB Wealth Management
Connecticut
$1.33M -$90.2K -197 -7%
SWA
1658
Sightline Wealth Advisors
Connecticut
$1.32M +$1.37K +3 +0.1%
B
1659
BetterWealth
California
$1.32M +$1.26M +2,750 New
WJA
1660
Willis Johnson & Associates
Texas
$1.32M -$111K -242 -8%
MWM
1661
Maripau Wealth Management
Indiana
$1.32M +$116K +254 +10%
MGWM
1662
Marks Group Wealth Management
Minnesota
$1.32M
CWS
1663
Confluence Wealth Services
Pennsylvania
$1.32M -$176K -384 -12%
ST
1664
Sabal Trust
Florida
$1.32M +$434K +949 +53%
ZB
1665
Zions Bancorporation
Utah
$1.31M
I
1666
IMPACTfolio
Colorado
$1.31M
BWM
1667
Baron Wealth Management
Michigan
$1.31M -$99.8K -218 -7%
ATPW
1668
Ashton Thomas Private Wealth
Arizona
$1.3M +$195K +426 +19%
TWM
1669
Tolleson Wealth Management
Texas
$1.3M -$31.1K -68 -2%
BMO
1670
Beck Mack & Oliver
New York
$1.3M -$71.4K -156 -5%
CGA
1671
Crescent Grove Advisors
Illinois
$1.3M +$2.75K +6 +0.2%
1SB
1672
1ST Source Bank
Indiana
$1.29M +$22.9K +50 +2%
GAM
1673
GEM Asset Management
Michigan
$1.29M +$129K +281 +11%
LWM
1674
LJI Wealth Management
Indiana
$1.28M +$3.66K +8 +0.3%
IF
1675
Intrua Financial
Texas
$1.28M +$475K +1,037 +64%

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.