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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
WCM
1926
Washburn Capital Management
Florida
$786K +$26.5K +58 +4%
GAM
1927
Griffin Asset Management
New York
$786K +$915 +2 +0.1%
AWA
1928
Acorn Wealth Advisors
Michigan
$783K -$12.8K -28 -2%
IIA
1929
IPG Investment Advisors
California
$781K +$99.8K +218 +15%
VWM
1930
Valley Wealth Managers
New Jersey
$777K -$33.4K -73 -4%
SCM
1931
SCS Capital Management
Massachusetts
$775K
FOA
1932
Five Oceans Advisors
California
$773K -$98.9K -216 -12%
MAWA
1933
Moss Adams Wealth Advisors
Washington
$773K -$66.8K -146 -8%
JWBC
1934
J.W. Burns & Co
New York
$772K +$35.7K +78 +5%
BFM
1935
Broadview Financial Management
Wisconsin
$770K -$45.3K -99 -6%
MLL
1936
Moody Lynn & Lieberson
Massachusetts
$769K -$7.32K -16 -1%
WP
1937
WealthPLAN Partners
Nebraska
$768K
HCM
1938
Hengehold Capital Management
Ohio
$768K +$54K +118 +8%
SRWM
1939
Shira Ridge Wealth Management
California
$764K +$60.9K +133 +9%
UW
1940
Unique Wealth
Florida
$764K -$153K -335 -17%
CWM
1941
Collaborative Wealth Management
Florida
$763K -$81.5K -178 -10%
OPWM
1942
Oakwell Private Wealth Management
Texas
$761K +$14.6K +32 +2%
EWA
1943
Etesian Wealth Advisors
Oregon
$760K +$34.8K +76 +5%
CIC
1944
Cutler Investment Counsel
Oregon
$760K +$723K +1,580 New
RCWMU
1945
Rothschild & Co Wealth Management (UK)
United Kingdom
$757K
FFWA
1946
FRG Family Wealth Advisors
Washington
$757K +$293K +640 +64%
WG
1947
Watchman Group
Texas
$754K -$14.2K -31 -2%
RPSA
1948
Richard P. Slaughter Associates
Texas
$754K
DCM
1949
Dimension Capital Management
Florida
$752K
CIA
1950
Covington Investment Advisors
Pennsylvania
$752K +$47.6K +104 +7%

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.