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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
TCM
1876
Tradewinds Capital Management
Washington
$881K +$281K +613 +50%
CPG
1877
Cornerstone Planning Group
New Jersey
$878K -$202K -441 -19%
EK
1878
Evensky & Katz
Florida
$876K +$493K +1,077 +144%
RWM
1879
Revisor Wealth Management
Ohio
$875K +$640K +1,398 +281%
Members Trust
1880
Members Trust
Florida
$872K
CWMGP
1881
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$871K +$15.1K +33 +2%
HG
1882
Herbst Group
Connecticut
$870K -$16.9K -37 -2%
DFA
1883
DHJJ Financial Advisors
Illinois
$869K +$555K +1,213 +204%
LA
1884
LexAurum Advisors
Kansas
$862K +$6.87K +15 +0.8%
FFL
1885
Financial Freedom LLC
Ohio
$861K
AIA
1886
Arcadia Investment Advisors
Idaho
$860K
SPWG
1887
Syntegra Private Wealth Group
Missouri
$859K +$393K +858 +92%
IFA
1888
Interactive Financial Advisors
Illinois
$855K -$4.14M -9,048 -84%
KIA
1889
KCM Investment Advisors
California
$850K -$34.3K -75 -4%
PDM
1890
Penn Davis McFarland
Texas
$846K -$124K -270 -13%
CFA
1891
Capstone Financial Advisors
Illinois
$844K +$35.7K +78 +5%
CPIA
1892
Cornell Pochily Investment Advisors
New York
$844K +$458 +1 +0.1%
SFG
1893
SNS Financial Group
Minnesota
$843K -$105K -229 -12%
BC
1894
Barrett & Company
Rhode Island
$840K
Sumitomo Mitsui Trust Group
1895
Sumitomo Mitsui Trust Group
Japan
$836K -$297K -650 -27%
GLR
1896
Great Lakes Retirement
Ohio
$835K -$553K -1,209 -41%
TSS
1897
Two Sigma Securities
New York
$832K +$792K +1,731 New
TW
1898
Transform Wealth
Colorado
$832K +$16.9K +37 +2%
SFM
1899
Signet Financial Management
New Jersey
$831K +$193K +422 +32%
CD
1900
Chapin Davis
Maryland
$830K +$81K +177 +11%

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.