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Vanguard S&P 500 ETF
VOO

2,928 hedge funds and large institutions have $199B invested in Vanguard S&P 500 ETF in 2024 Q3 according to their latest regulatory filings, with 209 funds opening new positions, 1,449 increasing their positions, 883 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 209 | Existing positions closed: 76

64% more repeat investments, than reductions

Existing positions increased: 1,449 | Existing positions reduced: 883

10% more capital invested

Capital invested by funds: $181B → $199B (+$17.7B)

3% more funds holding

Funds holding: 2,830 → 2,928 (+98)

2% more funds holding in top 10

Funds holding in top 10: 665 → 676 (+11)

0.78% less ownership

Funds ownership: 39.2% → 38.43% (-0.78%)

17% less call options, than puts

Call options by funds: $1.45B | Put options by funds: $1.75B

Holders
2,928
Holders Change
+98
Holders Change %
+3.46%
% of All Funds
42.04%
Holding in Top 10
676
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.65%
% of All Funds
9.71%
New
209
Increased
1,449
Reduced
883
Closed
76
Calls
$1.45B
Puts
$1.75B
Net Calls
-$302M
Net Calls Change
-$257M

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$4.02B
2
JP Morgan Chase
JP Morgan Chase
New York
+$1.46B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.22B
4
Morgan Stanley
Morgan Stanley
New York
+$1.08B
5
ECM
Element Capital Management
New York
+$919M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$3.68B
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.29B
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$724M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$623M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$323M
Name Holding Trade Value Shares
Change 		Change in
Stake
MJRIC
1926
Mogy Joel R Investment Counsel
California
$1.05M -$305K -600 -23%
VWA
1927
VERITY Wealth Advisors
United States
$1.05M – – –
WA1
1928
Wimmer Associates 1
California
$1.05M -$38.1K -75 -4%
SWM
1929
Scissortail Wealth Management
Oklahoma
$1.05M -$1.01M -1,982 -100%
AAS
1930
Asset Allocation Strategies
Michigan
$1.05M -$14.2K -28 -1%
AWM
1931
Austin Wealth Management
Texas
$1.05M – – –
LIA
1932
Lynx Investment Advisory
District of Columbia
$1.04M +$418K +822 +71%
PSA
1933
Plum Street Advisors
Louisiana
$1.04M +$1.02K +2 +0.1%
BWM
1934
Baron Wealth Management
Michigan
$1.03M +$3.56K +7 +0.4%
VOYA Investment Management
1935
VOYA Investment Management
Georgia
$1.03M +$221K +435 +29%
ACA
1936
Atlas Capital Advisors
Wyoming
$1.02M +$12.7K +25 +1%
FCG
1937
Fielder Capital Group
Tennessee
$1.02M +$982K +1,931 New
AC
1938
Avenir Corporation
Virginia
$1.02M – – –
GLLW
1939
Graves Light Lenhart Wealth
Virginia
$1.02M +$1.52K +3 +0.2%
QC
1940
Quent Capital
New York
$1.01M +$4.58K +9 +0.5%
PWM
1941
Paulson Wealth Management
Illinois
$1.01M -$463K -911 -32%
MFA
1942
Morling Financial Advisors
California
$1.01M – – –
GWP
1943
Gateway Wealth Partners
Wisconsin
$1.01M +$69.6K +137 +8%
TFG
1944
Tull Financial Group
Virginia
$1.01M +$973K +1,914 New
PG
1945
Prostatis Group
Maryland
$1.01M -$1.29M -2,532 -57%
RDFA
1946
Ritter Daniher Financial Advisory
Ohio
$1.01M – – –
FCA
1947
FLC Capital Advisors
California
$1.01M +$7.12K +14 +0.7%
KFC
1948
Klingenstein Fields & Co
New York
$997K – – –
PWM
1949
Power Wealth Management
Georgia
$996K -$17.3K -34 -2%
MAM
1950
Mystic Asset Management
Rhode Island
$996K +$4.58K +9 +0.5%
76 77
78
79 80

VOO Hedge Fund Activity: Q3 2024 in Review

2,928 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q3 2024, worth a combined $199B — up 9.8% from $181B a quarter earlier.

Buyers outnumbered sellers: 209 funds opened new VOO positions and 76 closed out — a net gain of 133 holders — while 1,449 added to existing stakes and 883 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $4.02B. The largest seller was Strategic Financial Concepts, cutting an estimated $3.68B.

  • 2,928 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q3 2024, up from 2,830 in Q2 2024.
  • Funds reported $199B of Vanguard S&P 500 ETF stock for Q3 2024, up 9.8% quarter-over-quarter.
  • 209 funds opened new Vanguard S&P 500 ETF positions in Q3 2024 and 76 closed out, a net change of +133 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $4.02B added.
  • The largest Vanguard S&P 500 ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $3.68B sold.

Based on aggregated 13F filings for Q3 2024.