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Vanguard S&P 500 ETF

904 hedge funds and large institutions have $40.8B invested in Vanguard S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 394 increasing their positions, 263 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 37

50% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 263

20% more call options, than puts

Call options by funds: $57.4M | Put options by funds: $47.7M

3% more funds holding

Funds holding: 874904 (+30)

1% more capital invested

Capital invested by funds: $40.4B → $40.8B (+$433M)

0% more funds holding in top 10

Funds holding in top 10: 176176 (0)

0.17% less ownership

Funds ownership: 45.67%45.5% (-0.17%)

Holders
904
Holders Change
+30
Holders Change %
+3.43%
% of All Funds
20.7%
Holding in Top 10
176
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
4.03%
New
76
Increased
394
Reduced
263
Closed
37
Calls
$57.4M
Puts
$47.7M
Net Calls
+$9.66M
Net Calls Change
+$164K
Name Holding Trade Value Shares
Change
Change in
Stake
CG
176
Caprock Group
Idaho
$20.2M +$426K +1,716 +2%
Creative Planning
177
Creative Planning
Kansas
$19.4M +$1.4M +5,623 +8%
TAT
178
TD Ameritrade Trust
Colorado
$19.1M +$108K +434 +0.6%
PNC Financial Services Group
179
PNC Financial Services Group
Pennsylvania
$19M +$3.5M +14,096 +23%
APSP
180
Asset Planning Services (Pennsylvania)
Pennsylvania
$18.9M +$1.33M +5,358 +8%
IA
181
IFG Advisory
Georgia
$18.3M +$2.83M +11,387 +18%
FG
182
Fiduciary Group
Georgia
$18.3M -$33.8K -136 -0.2%
TCM
183
Twin Capital Management
Pennsylvania
$17.4M +$1.22M +4,917 +8%
WA
184
Wilshire Advisors
California
$17.4M +$1.22M +4,917 +8%
MSA
185
Mason Street Advisors
Wisconsin
$17.3M -$1.14M -4,600 -6%
MIFH
186
Migdal Insurance & Financial Holdings
Israel
$17.3M -$30.5M -122,974 -64%
K
187
Kemper
Illinois
$17.2M
JRP
188
Jasper Ridge Partners
California
$16.2M -$1.92M -7,721 -11%
William Blair & Company
189
William Blair & Company
Illinois
$16M +$1.34M +5,390 +9%
IFWM
190
Institute for Wealth Management
Colorado
$15.5M +$299K +1,206 +2%
SPIA
191
Steward Partners Investment Advisory
New York
$15.3M +$2.32M +9,359 +18%
PP
192
Prudential plc
United Kingdom
$14.9M -$1.99M -8,032 -12%
SFG
193
Sage Financial Group
Pennsylvania
$14.7M +$1.83M +7,381 +14%
SFPM
194
Sensible Financial Planning & Management
Massachusetts
$14.6M -$836K -3,367 -5%
PGWM
195
Parisi Gray Wealth Management
New Jersey
$14.5M +$935K +3,768 +7%
SLF
196
Sun Life Financial
Ontario, Canada
$14.4M +$8.99M +36,205 +167%
DCM
197
Dupont Capital Management
Delaware
$14.3M -$3.37M -13,593 -19%
TF
198
TIAA FSB
Florida
$14.1M +$1.23M +4,946 +10%
CA
199
Cetera Advisors
Colorado
$14M +$248 +1 +0%
CL
200
Choreo LLC
Illinois
$14M -$4.5M -18,142 -25%

VOO Hedge Fund Activity: Q2 2018 in Review

904 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q2 2018, worth a combined $40.8B — up 1.1% from $40.4B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new VOO positions and 37 closed out — a net gain of 39 holders — while 394 added to existing stakes and 263 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $701M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $802M.

  • 904 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q2 2018, up from 874 in Q1 2018.
  • Funds reported $40.8B of Vanguard S&P 500 ETF stock for Q2 2018, up 1.1% quarter-over-quarter.
  • 76 funds opened new Vanguard S&P 500 ETF positions in Q2 2018 and 37 closed out, a net change of +39 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $701M added.
  • The largest Vanguard S&P 500 ETF seller in Q2 2018 was Varma Mutual Pension Insurance Co, an estimated $802M sold.

Based on aggregated 13F filings for Q2 2018.