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Vanguard S&P 500 ETF

1,348 hedge funds and large institutions have $60.7B invested in Vanguard S&P 500 ETF in 2019 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 534 increasing their positions, 338 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 282 | Existing positions closed: 47

58% more repeat investments, than reductions

Existing positions increased: 534 | Existing positions reduced: 338

20% more funds holding

Funds holding: 1,1261,348 (+222)

16% more funds holding in top 10

Funds holding in top 10: 231267 (+36)

4% more capital invested

Capital invested by funds: $58.2B → $60.7B (+$2.5B)

1.21% less ownership

Funds ownership: 48%46.79% (-1.2%)

62% less call options, than puts

Call options by funds: $95.2M | Put options by funds: $248M

Holders
1,348
Holders Change
+222
Holders Change %
+19.72%
% of All Funds
26.56%
Holding in Top 10
267
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+15.58%
% of All Funds
5.26%
New
282
Increased
534
Reduced
338
Closed
47
Calls
$95.2M
Puts
$248M
Net Calls
-$153M
Net Calls Change
-$52.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
151
Center for Financial Planning
Michigan
$44.5M +$42.5M +150,289 New
GFPC
152
Global Financial Private Capital
Florida
$44.4M -$29.1K -103 -0.1%
1832 Asset Management
153
1832 Asset Management
Ontario, Canada
$43.4M +$130K +460 +0.3%
RGI
154
River Global Investors
United Kingdom
$42.9M
TLIC
155
Taiyo Life Insurance Company
Japan
$42.6M
EEP
156
Edgehill Endowment Partners
Connecticut
$42.4M +$195K +691 +0.5%
DCM
157
Dupont Capital Management
Delaware
$42.3M -$36.8M -130,096 -48%
FFA
158
Fragasso Financial Advisors
Pennsylvania
$41.2M -$937K -3,314 -2%
BFPW
159
BOK Financial Private Wealth
Colorado
$40.8M +$3.5M +12,380 +10%
NA
160
NewEdge Advisors
Louisiana
$40.6M +$883K +3,120 +2%
TCM
161
Twele Capital Management
Minnesota
$39.4M -$1.3M -4,582 -3%
RCS
162
Retirement Capital Strategies
California
$38.9M -$2.38M -8,411 -6%
B
163
Bridgeworth
Alabama
$38.8M +$571K +2,019 +2%
Mitsubishi UFJ Asset Management
164
Mitsubishi UFJ Asset Management
Japan
$38.5M +$27.3M +96,600 +288%
A
165
AdvicePeriod
California
$38.4M +$12.2M +43,176 +50%
SBL
166
Sargent Bickham Lagudis
Colorado
$38.3M -$195K -688 -0.5%
LFS
167
Lutz Financial Services
Nebraska
$38.1M +$3.4M +12,008 +10%
FA
168
Fiducient Advisors
Illinois
$37.9M -$2.59M -9,155 -7%
Wellington Management Group
169
Wellington Management Group
Massachusetts
$37.3M +$15.1M +53,336 +73%
AA
170
Alta Advisers
United Kingdom
$37M -$1.7M -6,014 -5%
WMA
171
White Mountains Advisors
Connecticut
$37M
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$36.6M +$2.68M +9,491 +8%
ST
173
Sageworth Trust
Pennsylvania
$36.5M -$48.1K -170 -0.1%
PA
174
Paracle Advisors
Washington
$36.4M -$865K -3,059 -2%
FSA
175
Financial Sense Advisors
California
$36.2M -$2.85M -10,069 -8%

VOO Hedge Fund Activity: Q4 2019 in Review

1,348 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q4 2019, worth a combined $60.7B — up 4.3% from $58.2B a quarter earlier.

Buyers outnumbered sellers: 282 funds opened new VOO positions and 47 closed out — a net gain of 235 holders — while 534 added to existing stakes and 338 trimmed.

The largest buyer was M&T Bank, adding an estimated $515M. The largest seller was Bank of America, cutting an estimated $4.57B.

  • 1,348 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q4 2019, up from 1,126 in Q3 2019.
  • Funds reported $60.7B of Vanguard S&P 500 ETF stock for Q4 2019, up 4.3% quarter-over-quarter.
  • 282 funds opened new Vanguard S&P 500 ETF positions in Q4 2019 and 47 closed out, a net change of +235 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q4 2019 was M&T Bank, an estimated $515M added.
  • The largest Vanguard S&P 500 ETF seller in Q4 2019 was Bank of America, an estimated $4.57B sold.

Based on aggregated 13F filings for Q4 2019.