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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
UAG
1776
United Advisor Group
Ohio
$1.05M +$487K +1,064 +95%
EF
1777
Exeter Financial
Arizona
$1.05M +$458 +1 +0%
RWM
1778
Rezny Wealth Management
Florida
$1.05M
AC
1779
AIFG Consultants
New York
$1.05M +$1.37K +3 +0.1%
HW
1780
Hancock Whitney
Mississippi
$1.05M -$53.1K -116 -5%
CVA
1781
Central Valley Advisors
California
$1.04M -$915 -2 -0.1%
TFA
1782
Toth Financial Advisory
Virginia
$1.04M -$81.9K -179 -8%
CA
1783
CGN Advisors
Kansas
$1.04M -$7.32K -16 -0.7%
ACM
1784
Alpha Capital Management
Texas
$1.04M -$357K -779 -26%
HIG
1785
Heritage Investment Group
Florida
$1.04M +$421K +920 +74%
PSA
1786
Plum Street Advisors
Louisiana
$1.04M -$5.49K -12 -0.6%
BWP
1787
Bernardo Wealth Planning
Pennsylvania
$1.03M -$39.4K -86 -4%
BIA
1788
Bigelow Investment Advisors
Maine
$1.03M -$13.7K -30 -1%
RCM
1789
Richardson Capital Management
Wisconsin
$1.03M +$367K +802 +60%
MCM
1790
Morton Capital Management
California
$1.03M +$11K +24 +1%
BCM
1791
Beck Capital Management
Texas
$1.03M -$114K -248 -10%
DPI
1792
Diversified Portfolios Inc
Michigan
$1.03M -$18.3K -40 -2%
ACP
1793
Aviance Capital Partners
Florida
$1.02M +$974K +2,129 New
MA
1794
MONECO Advisors
Connecticut
$1.02M +$340K +742 +54%
GP
1795
Greenline Partners
New York
$1.02M +$41.6K +91 +4%
CCG
1796
Coastwise Capital Group
California
$1.02M -$44.9K -98 -4%
PFA
1797
Plotkin Financial Advisors
Maryland
$1.01M +$26.1K +57 +3%
SVCP
1798
Silicon Valley Capital Partners
California
$1.01M +$1.83K +4 +0.2%
FWM
1799
Foguth Wealth Management
Michigan
$1.01M +$964K +2,107 New
CNBTD
1800
Citizens National Bank Trust Department
Mississippi
$1.01M

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.