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Vanguard S&P 500 ETF

2,830 hedge funds and large institutions have $181B invested in Vanguard S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 207 funds opening new positions, 1,295 increasing their positions, 912 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 88

42% more repeat investments, than reductions

Existing positions increased: 1,295 | Existing positions reduced: 912

8% more capital invested

Capital invested by funds: $168B → $181B (+$13.8B)

4% more funds holding in top 10

Funds holding in top 10: 640665 (+25)

3% more funds holding

Funds holding: 2,7472,830 (+83)

0.07% less ownership

Funds ownership: 39.27%39.2% (-0.07%)

5% less call options, than puts

Call options by funds: $964M | Put options by funds: $1.01B

Holders
2,830
Holders Change
+83
Holders Change %
+3.02%
% of All Funds
40.87%
Holding in Top 10
665
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+3.91%
% of All Funds
9.6%
New
207
Increased
1,295
Reduced
912
Closed
88
Calls
$964M
Puts
$1.01B
Net Calls
-$45.5M
Net Calls Change
-$219M
Name Holding Trade Value Shares
Change
Change in
Stake
BFM
1951
Boston Financial Management
Massachusetts
$822K -$30.3K -63 -4%
AWM
1952
Alterna Wealth Management
Texas
$822K -$692K -1,438 -47%
CFA
1953
Capstone Financial Advisors
Illinois
$820K -$56.8K -118 -7%
HVP
1954
Hudson Value Partners
Florida
$819K -$11.1K -23 -1%
EWA
1955
Etesian Wealth Advisors
Oregon
$818K +$26K +54 +3%
PDM
1956
Penn Davis McFarland
Texas
$818K -$60.1K -125 -7%
GC
1957
GFG Capital
Florida
$816K -$315K -654 -29%
MFS
1958
Madrona Financial Services
Washington
$814K -$27.4K -57 -3%
WCM
1959
WealthBridge Capital Management
Ohio
$813K +$145K +302 +23%
AWM
1960
Ameliora Wealth Management
Switzerland
$813K +$48.1K +100 +7%
FNT
1961
First Nebraska Trust
Nebraska
$812K +$781K +1,624 New
LAM
1962
Lakewood Asset Management
Illinois
$811K -$33.7K -70 -4%
STAS
1963
Strong Tower Advisory Services
Minnesota
$811K +$190K +394 +32%
WSFS
1964
Wilmington Savings Fund Society
Delaware
$811K -$34.6K -72 -4%
BCM
1965
Bourgeon Capital Management
Connecticut
$810K +$65K +135 +9%
WDG
1966
Wealth Dimensions Group
Ohio
$804K +$59.2K +123 +8%
TF
1967
TLWM Financial
Texas
$802K +$113K +234 +17%
BHWM
1968
Bar Harbor Wealth Management
New Hampshire
$801K +$41.9K +87 +6%
MAWA
1969
Moss Adams Wealth Advisors
Washington
$799K -$7.22K -15 -0.9%
AWM
1970
Accurate Wealth Management
Florida
$799K +$251K +522 +51%
NRG
1971
Nemes Rush Group
Michigan
$797K +$394K +818 +105%
CSB
1972
City State Bank
Iowa
$796K +$39.5K +82 +5%
FCM
1973
Firestone Capital Management
Florida
$795K +$88.5K +184 +13%
UW
1974
Unique Wealth
Florida
$794K
AA
1975
Addison Advisors
Vermont
$793K +$146K +303 +24%

VOO Hedge Fund Activity: Q2 2024 in Review

2,830 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q2 2024, worth a combined $181B — up 8.2% from $168B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new VOO positions and 88 closed out — a net gain of 119 holders — while 1,295 added to existing stakes and 912 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $3.48B. The largest seller was Global Assets Advisory, cutting an estimated $1.63B.

  • 2,830 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q2 2024, up from 2,747 in Q1 2024.
  • Funds reported $181B of Vanguard S&P 500 ETF stock for Q2 2024, up 8.2% quarter-over-quarter.
  • 207 funds opened new Vanguard S&P 500 ETF positions in Q2 2024 and 88 closed out, a net change of +119 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $3.48B added.
  • The largest Vanguard S&P 500 ETF seller in Q2 2024 was Global Assets Advisory, an estimated $1.63B sold.

Based on aggregated 13F filings for Q2 2024.