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Vanguard S&P 500 ETF
VOO

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: 2,663 → 2,746 (+83)

2% more funds holding in top 10

Funds holding in top 10: 628 → 640 (+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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$4.76B
2
GAA
Global Assets Advisory
Florida
+$1.56B
3
SGCA
Steel Grove Capital Advisors
Tennessee
+$1.38B
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.17B
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$431M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$7.64B
2
Cerity Partners
Cerity Partners
New York
-$2.55B
3
Goldman Sachs
Goldman Sachs
New York
-$1.3B
4
Osaic Holdings
Osaic Holdings
Arizona
-$419M
5
MIH
Meitav Investment House
Israel
-$409M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1951
Washington Capital Management
Washington
$749K +$714K +1,559 New
FNFDCM
1952
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$749K – – –
WFMPM
1953
Woodley Farra Manion Portfolio Management
Indiana
$749K -$8.24K -18 -1%
HWM
1954
HighMark Wealth Management
Minnesota
$748K +$2.29K +5 +0.3%
AA
1955
Ashford Advisors
New York
$746K – – –
IDA
1956
Intelligence Driven Advisers
California
$745K -$131K -287 -16%
BAWC
1957
Boyce & Associates Wealth Consulting
Texas
$745K +$2.29K +5 +0.3%
ACM
1958
Advance Capital Management
Michigan
$744K +$7.78K +17 +1%
WA
1959
Wealth Architects
California
$743K – – –
FWSM
1960
First Wilshire Securities Management
California
$737K – – –
LWCFA
1961
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$735K -$1.16M -2,540 -61%
PFA
1962
Pathway Financial Advisors
Vermont
$734K – – –
AWM
1963
Ameliora Wealth Management
Switzerland
$733K +$503K +1,100 +259%
BHWM
1964
Bar Harbor Wealth Management
New Hampshire
$728K +$11.4K +25 +2%
WAM
1965
Walker Asset Management
Missouri
$727K +$290K +633 +72%
VOYA Investment Management
1966
VOYA Investment Management
Georgia
$725K – – –
CSB
1967
City State Bank
Iowa
$725K +$134K +292 +24%
HI
1968
Hoey Investments
Pennsylvania
$723K -$701K -1,532 -50%
VT
1969
Vise Technologies
New York
$721K +$687K +1,500 New
CAM
1970
Congress Asset Management
Massachusetts
$721K – – –
BFWA
1971
Benchmark Financial Wealth Advisors
Florida
$720K +$210K +458 +44%
AWA
1972
Arbor Wealth Advisors
Michigan
$719K – – –
HCM
1973
Hall Capital Management
Rhode Island
$719K – – –
AC
1974
Avestar Capital
New York
$718K -$71.9K -157 -10%
HCMG
1975
Howard Capital Management Group
California
$718K +$683K +1,493 New
77 78
79
80 81

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.