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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 217 funds opening new positions, 1,311 increasing their positions, 906 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 217 | Existing positions closed: 93

45% more repeat investments, than reductions

Existing positions increased: 1,311 | 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: 2,6632,747 (+84)

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
+84
Holders Change %
+3.15%
% 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
217
Increased
1,311
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
AWA
1826
Authentikos Wealth Advisory
California
$966K -$459K -1,003 -33%
KCM
1827
Kanawha Capital Management
Virginia
$959K +$16K +35 +2%
VWA
1828
VERITY Wealth Advisors
United States
$954K +$281K +615 +45%
EFG
1829
Ehrlich Financial Group
California
$952K +$559K +1,221 +161%
GI
1830
Gradient Investments
Minnesota
$948K -$27K -59 -3%
CWP
1831
Cyndeo Wealth Partners
Florida
$947K -$195K -426 -18%
VFG
1832
V2 Financial group
Illinois
$945K +$10.5K +23 +1%
GWP
1833
Gateway Wealth Partners
Wisconsin
$944K +$489K +1,069 +119%
BWA
1834
Beam Wealth Advisors
Louisiana
$944K -$938K -2,049 -51%
SP
1835
Saranac Partners
$942K -$300K -655 -25%
KWMG
1836
King Wealth Management Group
Florida
$942K
PWM
1837
Power Wealth Management
Georgia
$937K -$3.66K -8 -0.4%
RDFA
1838
Ritter Daniher Financial Advisory
Ohio
$934K -$42.6K -93 -5%
FM
1839
Family Management
New York
$933K +$40.7K +89 +5%
LWMG
1840
Levy Wealth Management Group
Pennsylvania
$933K
FCT
1841
First Community Trust
Iowa
$933K -$568K -1,242 -39%
MM
1842
Main Management
California
$931K +$341K +745 +63%
AC
1843
Avenir Corporation
Virginia
$928K
KFS
1844
Kaizen Financial Strategies
California
$927K
GLLW
1845
Graves Light Lenhart Wealth
Virginia
$927K -$34.3K -75 -4%
CFG
1846
Cooper Financial Group
California
$926K +$200K +436 +29%
MFA
1847
Morling Financial Advisors
California
$923K +$37.1K +81 +4%
GSIAS
1848
Garden State Investment Advisory Services
New Jersey
$923K +$27.5K +60 +3%
SP
1849
Sequent Planning
Nebraska
$922K +$878K +1,919 New
PFSC
1850
Peoples Financial Services Corp
Pennsylvania
$922K +$67.3K +147 +8%

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: 217 funds opened new VOO positions and 93 closed out — a net gain of 124 holders — while 1,311 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 2,663 in Q4 2023.
  • Funds reported $168B of Vanguard S&P 500 ETF stock for Q1 2024, up 10% quarter-over-quarter.
  • 217 funds opened new Vanguard S&P 500 ETF positions in Q1 2024 and 93 closed out, a net change of +124 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.