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Vanguard S&P 500 ETF

2,830 hedge funds and large institutions have $181B invested in Vanguard S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 207 funds opening new positions, 1,295 increasing their positions, 912 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 88

42% more repeat investments, than reductions

Existing positions increased: 1,295 | Existing positions reduced: 912

8% more capital invested

Capital invested by funds: $168B → $181B (+$13.8B)

4% more funds holding in top 10

Funds holding in top 10: 640665 (+25)

3% more funds holding

Funds holding: 2,7472,830 (+83)

0.07% less ownership

Funds ownership: 39.27%39.2% (-0.07%)

5% less call options, than puts

Call options by funds: $964M | Put options by funds: $1.01B

Holders
2,830
Holders Change
+83
Holders Change %
+3.02%
% of All Funds
40.87%
Holding in Top 10
665
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+3.91%
% of All Funds
9.6%
New
207
Increased
1,295
Reduced
912
Closed
88
Calls
$964M
Puts
$1.01B
Net Calls
-$45.5M
Net Calls Change
-$219M
Name Holding Trade Value Shares
Change
Change in
Stake
WKWM
1851
Walter & Keenan Wealth Management
Indiana
$998K -$38.5K -80 -4%
SWM
1852
Scissortail Wealth Management
Oklahoma
$995K -$34.6K -72 -3%
CAL
1853
Capital Analysts LLC
Pennsylvania
$993K +$660K +1,371 +223%
VWA
1854
VERITY Wealth Advisors
United States
$993K
FAM
1855
Formidable Asset Management
Ohio
$990K +$141K +294 +17%
PSA
1856
Plum Street Advisors
Louisiana
$983K -$962 -2 -0.1%
OFG
1857
Orcam Financial Group
California
$981K +$47.2K +98 +5%
KWMG
1858
King Wealth Management Group
Florida
$980K
IFWM
1859
Institute for Wealth Management
Colorado
$977K +$128K +267 +16%
AWM
1860
Able Wealth Management
New Jersey
$972K -$35.6K -74 -4%
BWM
1861
Baron Wealth Management
Michigan
$971K -$374K -777 -29%
FM
1862
Family Management
New York
$971K
EFM
1863
E Fund Management
China
$970K -$751K -1,561 -45%
EFMH
1864
E Fund Management (HK)
Hong Kong
$970K -$751K -1,561 -45%
WAL
1865
W Advisors LLC
Tennessee
$969K -$179K -371 -16%
GLLW
1866
Graves Light Lenhart Wealth
Virginia
$966K -$962 -2 -0.1%
AC
1867
Avenir Corporation
Virginia
$965K
SP
1868
Saranac Partners
$965K -$14.9K -31 -2%
GC
1869
Gibson Capital
Pennsylvania
$963K +$15.9K +33 +2%
DFA
1870
DHJJ Financial Advisors
Illinois
$962K +$55.3K +115 +6%
CA
1871
CGN Advisors
Kansas
$961K -$118K -246 -11%
PWM
1872
Power Wealth Management
Georgia
$961K -$14K -29 -1%
MFA
1873
Morling Financial Advisors
California
$961K
ACA
1874
Atlas Capital Advisors
Wyoming
$958K +$96.2K +200 +12%
QC
1875
Quent Capital
New York
$957K +$20.7K +43 +2%

VOO Hedge Fund Activity: Q2 2024 in Review

2,830 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q2 2024, worth a combined $181B — up 8.2% from $168B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new VOO positions and 88 closed out — a net gain of 119 holders — while 1,295 added to existing stakes and 912 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $3.48B. The largest seller was Global Assets Advisory, cutting an estimated $1.63B.

  • 2,830 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q2 2024, up from 2,747 in Q1 2024.
  • Funds reported $181B of Vanguard S&P 500 ETF stock for Q2 2024, up 8.2% quarter-over-quarter.
  • 207 funds opened new Vanguard S&P 500 ETF positions in Q2 2024 and 88 closed out, a net change of +119 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $3.48B added.
  • The largest Vanguard S&P 500 ETF seller in Q2 2024 was Global Assets Advisory, an estimated $1.63B sold.

Based on aggregated 13F filings for Q2 2024.