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Vanguard S&P 500 ETF

904 hedge funds and large institutions have $40.8B invested in Vanguard S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 394 increasing their positions, 263 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 37

50% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 263

20% more call options, than puts

Call options by funds: $57.4M | Put options by funds: $47.7M

3% more funds holding

Funds holding: 874904 (+30)

1% more capital invested

Capital invested by funds: $40.4B → $40.8B (+$433M)

0% more funds holding in top 10

Funds holding in top 10: 176176 (0)

0.17% less ownership

Funds ownership: 45.67%45.5% (-0.17%)

Holders
904
Holders Change
+30
Holders Change %
+3.43%
% of All Funds
20.7%
Holding in Top 10
176
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
4.03%
New
76
Increased
394
Reduced
263
Closed
37
Calls
$57.4M
Puts
$47.7M
Net Calls
+$9.66M
Net Calls Change
+$164K
Name Holding Trade Value Shares
Change
Change in
Stake
ACH
151
Axis Capital Holdings
Bermuda
$26.1M
OCG
152
Opus Capital Group
Ohio
$25.9M +$770K +3,100 +3%
LFS
153
Lutz Financial Services
Nebraska
$25.4M -$58.6K -236 -0.2%
MA
154
MUFG Americas
New York
$25.2M +$9.13M +36,791 +57%
Jones Financial Companies
155
Jones Financial Companies
Missouri
$24.7M +$4.42M +17,810 +22%
DCM
156
DeGreen Capital Management
Arizona
$24.6M -$331K -1,335 -1%
BWL
157
Bogart Wealth LLC
Virginia
$24M +$1.32M +5,336 +6%
CS
158
Credit Suisse
Switzerland
$23.9M -$2.19M -8,842 -8%
Nomura Asset Management
159
Nomura Asset Management
Japan
$23.6M +$962K +3,874 +4%
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$23.5M -$1.57M -6,321 -6%
NFG
161
Nadler Financial Group
Illinois
$23.2M +$1.83M +7,370 +9%
FCI
162
Financial Counselors Inc
Kansas
$23.1M -$52.4K -211 -0.2%
BC
163
Brinker Capital
Pennsylvania
$23.1M +$1.35M +5,437 +6%
SFA
164
Stewardship Financial Advisors
Georgia
$22.9M +$346K +1,393 +2%
HCM
165
Harvest Capital Management
New Hampshire
$22.9M +$3.58M +14,440 +19%
GA
166
Geller Advisors
New York
$22.5M +$21.9M +88,038 +3,787%
AWM
167
Avondale Wealth Management
Texas
$22.5M +$714K +2,875 +3%
GLA
168
Good Life Advisors
Pennsylvania
$22.4M +$331K +1,335 +2%
RJT
169
Raymond James Trust
Florida
$22.4M +$22.3M +89,655 New
CFG
170
Citizens Financial Group
Rhode Island
$22M +$393K +1,584 +2%
CM
171
Churchill Management
California
$21.4M -$1.98M -7,961 -8%
ONB
172
Old National Bancorp
Indiana
$21.1M -$1.4M -5,625 -6%
CPIG
173
Chicago Partners Investment Group
Illinois
$20.8M +$395K +1,593 +2%
MFT
174
Moisand Fitzgerald Tamayo
Florida
$20.7M -$154K -619 -0.7%
Fidelity Investments
175
Fidelity Investments
Massachusetts
$20.3M -$4.82M -19,398 -19%

VOO Hedge Fund Activity: Q2 2018 in Review

904 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q2 2018, worth a combined $40.8B — up 1.1% from $40.4B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new VOO positions and 37 closed out — a net gain of 39 holders — while 394 added to existing stakes and 263 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $701M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $802M.

  • 904 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q2 2018, up from 874 in Q1 2018.
  • Funds reported $40.8B of Vanguard S&P 500 ETF stock for Q2 2018, up 1.1% quarter-over-quarter.
  • 76 funds opened new Vanguard S&P 500 ETF positions in Q2 2018 and 37 closed out, a net change of +39 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $701M added.
  • The largest Vanguard S&P 500 ETF seller in Q2 2018 was Varma Mutual Pension Insurance Co, an estimated $802M sold.

Based on aggregated 13F filings for Q2 2018.