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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
ECG
151
Edge Capital Group
Georgia
$140M +$8.42M +18,387 +7%
RSWM
152
Robertson Stephens Wealth Management
California
$140M +$6.95M +15,177 +6%
TLIC
153
Taiyo Life Insurance Company
Japan
$139M
AF
154
Alerus Financial
North Dakota
$139M -$4.04M -8,826 -3%
KP
155
Keel Point
Alabama
$139M +$17.3M +37,908 +15%
GWS
156
Glassman Wealth Services
Virginia
$138M -$8.7K -19 -0%
IC
157
IEQ Capital
California
$137M +$5.36M +11,709 +4%
PAG
158
Private Advisor Group
New Jersey
$137M +$1.08M +2,367 +0.8%
AWS
159
Atria Wealth Solutions
New York
$136M +$4.41M +9,636 +4%
CAM
160
Cresset Asset Management
Illinois
$136M +$45.9M +100,211 +55%
WFAG
161
Wescott Financial Advisory Group
Pennsylvania
$133M +$3.74M +8,172 +3%
HR
162
Hardy Reed
Mississippi
$132M +$1M +2,190 +0.8%
PS
163
Portfolio Strategies
New York
$132M +$126M +275,184 New
CCM
164
Coldstream Capital Management
Washington
$132M +$76K +166 +0.1%
CA
165
Cetera Advisors
Colorado
$131M +$24.4M +53,305 +24%
MIM
166
Monashee Investment Management
Massachusetts
$129M -$870K -1,900 -0.7%
AA
167
Ancora Advisors
Ohio
$129M -$454K -993 -0.4%
HI
168
Human Investing
Oregon
$128M +$3.26M +7,126 +3%
SC
169
Savant Capital
Illinois
$128M -$7.88M -17,226 -6%
Brown Advisory
170
Brown Advisory
Maryland
$126M +$7.69M +16,800 +7%
OCG
171
Opus Capital Group
Ohio
$125M -$1.76M -3,851 -1%
OIA
172
OneDigital Investment Advisors
Kansas
$125M +$4.94M +10,800 +4%
HI
173
Harbour Investments
Wisconsin
$124M +$10.1M +21,995 +9%
CCA
174
Catalyst Capital Advisors
New York
$122M +$6.99M +15,277 +6%
MRC
175
Millburn Ridgefield Corp
New York
$122M +$6.99M +15,277 +6%

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.