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Vanguard S&P 500 ETF

2,746 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, 1,311 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: 1,311 | 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: 2,6632,746 (+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
2,746
Holders Change
+83
Holders Change %
+3.12%
% of All Funds
39.56%
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
1,311
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
ETIA
1901
Epic Trust Investment Advisors
Washington
$828K -$448K -979 -36%
MCM
1902
McRae Capital Management
New Jersey
$825K
MWP
1903
Madison Wealth Partners
Wisconsin
$824K -$15.1K -33 -2%
ACA
1904
Atlas Capital Advisors
Wyoming
$824K +$181K +395 +30%
AFP
1905
Alpha Financial Partners
Kentucky
$824K +$6.87K +15 +0.9%
AF
1906
Apollon Financial
South Carolina
$823K +$35.7K +78 +5%
BFM
1907
Boston Financial Management
Massachusetts
$821K +$27.9K +61 +4%
FL
1908
FreeGulliver LLC
Louisiana
$820K +$2.29K +5 +0.3%
MAS
1909
Meeder Advisory Services
Ohio
$816K
FNB
1910
Farmers National Bank
Kentucky
$815K -$3.66K -8 -0.5%
WSFS
1911
Wilmington Savings Fund Society
Delaware
$814K +$775K +1,693 New
WFA
1912
Wade Financial Advisory
California
$814K
LAM
1913
Lakewood Asset Management
Illinois
$813K +$189K +412 +32%
SI
1914
Shaker Investments
Ohio
$812K +$5.95K +13 +0.8%
IFWM
1915
Institute for Wealth Management
Colorado
$811K -$203K -444 -21%
FAM
1916
Formidable Asset Management
Ohio
$810K -$136K -298 -15%
EGA
1917
Eagle Global Advisors
Texas
$810K +$248K +542 +47%
MFS
1918
Madrona Financial Services
Washington
$809K -$25.6K -56 -3%
HAM
1919
Harmony Asset Management
Arizona
$803K +$151K +331 +25%
DCM
1920
Dudley Capital Management
Virginia
$800K +$7.32K +16 +1%
HVP
1921
Hudson Value Partners
Florida
$798K -$3.2K -7 -0.4%
EF
1922
Empirical Finance
Pennsylvania
$795K +$9.15K +20 +1%
BIM
1923
Bridges Investment Management
Nebraska
$793K
XF
1924
XML Financial
Maryland
$790K +$118K +257 +19%
PA
1925
Pineridge Advisors
Missouri
$787K -$254K -555 -25%

VOO Hedge Fund Activity: Q1 2024 in Review

2,746 of the 6,942 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 1,311 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.

  • 2,746 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.
  • 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.