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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
I
1676
INVST
Indiana
$1.28M +$1.37K +3 +0.1%
PWM
1677
PBMares Wealth Management
Virginia
$1.28M +$512K +1,119 +73%
BFA
1678
Bragg Financial Advisors
North Carolina
$1.27M -$458 -1 -0%
PWA
1679
Physician Wealth Advisors
Utah
$1.27M +$22.9K +50 +2%
JWM
1680
JPL Wealth Management
Colorado
$1.27M +$806K +1,761 +201%
SMDAM
1681
Sumitomo Mitsui DS Asset Management
Japan
$1.27M +$962K +2,102 +391%
MIP
1682
Marietta Investment Partners
Wisconsin
$1.27M
HFS
1683
Heritage Financial Services
Massachusetts
$1.26M -$491K -1,073 -29%
AA
1684
Apriem Advisors
California
$1.26M -$32.5K -71 -3%
FFA
1685
Founders Financial Alliance
North Carolina
$1.26M +$414K +904 +53%
BIA
1686
BHK Investment Advisors
Alabama
$1.26M +$1.2M +2,617 New
VPIM
1687
Vanguard Personalized Indexing Management
California
$1.26M -$103K -224 -8%
WIA
1688
World Investment Advisors
California
$1.26M -$3.56M -7,779 -75%
MW
1689
MBL Wealth
North Carolina
$1.25M +$615K +1,344 +106%
TA
1690
TKG Advisors
Indiana
$1.25M -$132K -288 -10%
VFG
1691
Valley Financial Group
Pennsylvania
$1.25M -$132K -288 -10%
NA
1692
Nottingham Advisors
New York
$1.25M -$3.66K -8 -0.3%
SFWC
1693
Strategic Family Wealth Counselors
New Jersey
$1.25M +$472K +1,031 +66%
TNBTD
1694
Trustmark National Bank Trust Department
Mississippi
$1.25M +$282K +616 +31%
ECM
1695
EagleClaw Capital Management
Massachusetts
$1.25M
BWM
1696
BlackDiamond Wealth Management
New York
$1.24M -$33K -72 -3%
IAMOG
1697
Investors Asset Management of Georgia
Georgia
$1.24M +$915 +2 +0.1%
VBFP
1698
Valtinson Bruner Financial Planning
Minnesota
$1.23M +$13.7K +30 +1%
TCOT
1699
Trust Company of Toledo
Ohio
$1.22M +$169K +369 +17%
CT
1700
Clearstead Trust
Maine
$1.22M +$458 +1 +0%

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.