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Vanguard S&P 500 ETF

1,348 hedge funds and large institutions have $60.7B invested in Vanguard S&P 500 ETF in 2019 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 534 increasing their positions, 338 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 282 | Existing positions closed: 47

58% more repeat investments, than reductions

Existing positions increased: 534 | Existing positions reduced: 338

20% more funds holding

Funds holding: 1,1261,348 (+222)

16% more funds holding in top 10

Funds holding in top 10: 231267 (+36)

4% more capital invested

Capital invested by funds: $58.2B → $60.7B (+$2.5B)

1.21% less ownership

Funds ownership: 48%46.79% (-1.2%)

62% less call options, than puts

Call options by funds: $95.2M | Put options by funds: $248M

Holders
1,348
Holders Change
+222
Holders Change %
+19.72%
% of All Funds
26.56%
Holding in Top 10
267
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+15.58%
% of All Funds
5.26%
New
282
Increased
534
Reduced
338
Closed
47
Calls
$95.2M
Puts
$248M
Net Calls
-$153M
Net Calls Change
-$52.5M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
176
US Bancorp
Minnesota
$36M +$600K +2,122 +2%
FCI
177
Financial Counselors Inc
Kansas
$35.3M +$1.16M +4,111 +4%
SPIA
178
Steward Partners Investment Advisory
New York
$34.6M +$1.6M +5,666 +5%
AAMA
179
Advanced Asset Management Advisors
Ohio
$34.2M
IRAG
180
Investment Research & Advisory Group
Georgia
$34.2M +$32.7M +115,456 New
FU
181
Fairfield University
Connecticut
$34M -$13.7M -48,450 -30%
EWM
182
Evermay Wealth Management
Virginia
$33.7M -$633K -2,239 -2%
GG
183
Gleason Group
Kentucky
$33.4M +$31.9M +112,913 New
TW
184
Transform Wealth
Colorado
$33.2M -$1.83M -6,483 -5%
Jones Financial Companies
185
Jones Financial Companies
Missouri
$33.1M +$966K +3,416 +3%
RJT
186
Raymond James Trust
Florida
$32M +$1.87M +6,621 +7%
DILIC
187
Dai-ichi Life Insurance Company
Japan
$32M
LS
188
Liquid Strategies
Georgia
$31.9M +$30.5M +107,990 New
Fidelity Investments
189
Fidelity Investments
Massachusetts
$31.5M +$371K +1,312 +1%
FAG
190
Financial Advisory Group
Texas
$31M +$29.7M +104,897 New
PI
191
Pachira Investments
California
$30.7M -$1.06M -3,742 -3%
Natixis Advisors
192
Natixis Advisors
Massachusetts
$30.3M -$5.11M -18,065 -15%
RWP
193
Reliant Wealth Planning
Kentucky
$30.1M +$28.8M +101,842 New
EH
194
Equitable Holdings
New York
$30.1M +$28.8M +101,691 New
MAFM
195
Mid Atlantic Financial Management
Pennsylvania
$28.8M -$958K -3,387 -3%
FT
196
Fiduciary Trust
Massachusetts
$28.8M -$116K -411 -0.4%
AAMC
197
Asset Allocation & Management Company
Illinois
$28.8M +$27.6M +97,432 New
CG
198
Caprock Group
Idaho
$28M +$421K +1,490 +2%
GLA
199
Good Life Advisors
Pennsylvania
$27.7M +$416K +1,469 +2%
CCM
200
Condor Capital Management
New Jersey
$27.5M +$1.15M +4,050 +5%

VOO Hedge Fund Activity: Q4 2019 in Review

1,348 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q4 2019, worth a combined $60.7B — up 4.3% from $58.2B a quarter earlier.

Buyers outnumbered sellers: 282 funds opened new VOO positions and 47 closed out — a net gain of 235 holders — while 534 added to existing stakes and 338 trimmed.

The largest buyer was M&T Bank, adding an estimated $515M. The largest seller was Bank of America, cutting an estimated $4.57B.

  • 1,348 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q4 2019, up from 1,126 in Q3 2019.
  • Funds reported $60.7B of Vanguard S&P 500 ETF stock for Q4 2019, up 4.3% quarter-over-quarter.
  • 282 funds opened new Vanguard S&P 500 ETF positions in Q4 2019 and 47 closed out, a net change of +235 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q4 2019 was M&T Bank, an estimated $515M added.
  • The largest Vanguard S&P 500 ETF seller in Q4 2019 was Bank of America, an estimated $4.57B sold.

Based on aggregated 13F filings for Q4 2019.