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Vanguard S&P 500 ETF

2,928 hedge funds and large institutions have $199B invested in Vanguard S&P 500 ETF in 2024 Q3 according to their latest regulatory filings, with 209 funds opening new positions, 1,449 increasing their positions, 883 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 209 | Existing positions closed: 76

64% more repeat investments, than reductions

Existing positions increased: 1,449 | Existing positions reduced: 883

10% more capital invested

Capital invested by funds: $181B → $199B (+$17.7B)

3% more funds holding

Funds holding: 2,8302,928 (+98)

2% more funds holding in top 10

Funds holding in top 10: 665676 (+11)

0.78% less ownership

Funds ownership: 39.2%38.43% (-0.78%)

17% less call options, than puts

Call options by funds: $1.45B | Put options by funds: $1.75B

Holders
2,928
Holders Change
+98
Holders Change %
+3.46%
% of All Funds
42.04%
Holding in Top 10
676
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.65%
% of All Funds
9.71%
New
209
Increased
1,449
Reduced
883
Closed
76
Calls
$1.45B
Puts
$1.75B
Net Calls
-$302M
Net Calls Change
-$257M
Name Holding Trade Value Shares
Change
Change in
Stake
CTA
1701
Chesley Taft & Associates
Illinois
$1.58M -$8.64K -17 -0.6%
DC
1702
Darrow Company
Massachusetts
$1.58M
NI
1703
NDVR Inc
Massachusetts
$1.57M
BFC
1704
Bedel Financial Consulting
Indiana
$1.57M +$19.3K +38 +1%
FWA
1705
FSM Wealth Advisors
Ohio
$1.56M +$45.7K +90 +3%
BAAM
1706
Baker Avenue Asset Management
California
$1.56M +$5.08K +10 +0.3%
FC
1707
Financial Consulate
Maryland
$1.56M +$334K +657 +29%
CWS
1708
Confluence Wealth Services
Pennsylvania
$1.54M +$79.8K +157 +6%
PCM
1709
Princeton Capital Management
New Jersey
$1.54M +$86.9K +171 +6%
CFP
1710
Cascade Financial Partners
California
$1.54M -$14.7K -29 -1%
VCAM
1711
Van Cleef Asset Management
Ohio
$1.54M -$2.03K -4 -0.1%
TTWM
1712
TCV Trust & Wealth Management
Virginia
$1.54M
LWM
1713
Latko Wealth Management
Illinois
$1.54M +$1.48M +2,910 New
PPW
1714
Parcion Private Wealth
Washington
$1.53M +$1.02K +2 +0.1%
VPIM
1715
Vanguard Personalized Indexing Management
California
$1.53M -$99.6K -196 -6%
GC
1716
Guggenheim Capital
Illinois
$1.53M -$7.29M -14,335 -83%
VFIC
1717
Valley Forge Investment Consultants
Pennsylvania
$1.52M +$5.08K +10 +0.3%
LJAC
1718
L.J. Altfest & Co
New York
$1.51M +$1.15M +2,260 +370%
MGWM
1719
Marks Group Wealth Management
Minnesota
$1.51M
TAM
1720
Tocqueville Asset Management
New York
$1.51M -$114K -225 -7%
WF
1721
Welch & Forbes
Massachusetts
$1.51M
LW
1722
Libra Wealth
California
$1.5M +$12.7K +25 +0.9%
BWCS
1723
Beirne Wealth Consulting Services
Connecticut
$1.5M +$4.58K +9 +0.3%
CFG
1724
Cooper Financial Group
California
$1.5M +$70.1K +138 +5%
FNBOMD
1725
First National Bank of Mount Dora
Florida
$1.49M +$803K +1,579 +126%

VOO Hedge Fund Activity: Q3 2024 in Review

2,928 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q3 2024, worth a combined $199B — up 9.8% from $181B a quarter earlier.

Buyers outnumbered sellers: 209 funds opened new VOO positions and 76 closed out — a net gain of 133 holders — while 1,449 added to existing stakes and 883 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $4.02B. The largest seller was Strategic Financial Concepts, cutting an estimated $3.68B.

  • 2,928 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q3 2024, up from 2,830 in Q2 2024.
  • Funds reported $199B of Vanguard S&P 500 ETF stock for Q3 2024, up 9.8% quarter-over-quarter.
  • 209 funds opened new Vanguard S&P 500 ETF positions in Q3 2024 and 76 closed out, a net change of +133 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $4.02B added.
  • The largest Vanguard S&P 500 ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $3.68B sold.

Based on aggregated 13F filings for Q3 2024.