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Vanguard S&P 500 ETF

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: 2,6632,746 (+83)

2% more funds holding in top 10

Funds holding in top 10: 628640 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
WDG
1976
Wealth Dimensions Group
Ohio
$713K +$458 +1 +0.1%
BCM
1977
Bourgeon Capital Management
Connecticut
$713K +$609K +1,331 +870%
MPM
1978
Meritage Portfolio Management
Kansas
$713K +$5.49K +12 +0.8%
LA
1979
Lane & Associates
New Jersey
$707K +$8.7K +19 +1%
FPCG
1980
Forum Private Client Group
Indiana
$707K -$133K -290 -16%
DWG
1981
Darden Wealth Group
Michigan
$707K +$23.3K +51 +4%
PBC
1982
Pavion Blue Capital
California
$706K +$1.37K +3 +0.2%
PCFFS
1983
Pacific Center for Financial Services
California
$706K +$72.3K +158 +12%
DPW
1984
DiNuzzo Private Wealth
Pennsylvania
$706K
THL
1985
Tillman Hartley LLC
Colorado
$705K +$5.03K +11 +0.8%
CP
1986
Cumberland Partners
Ontario, Canada
$703K +$670K +1,463 New
FMN
1987
Financial Management Network
California
$699K +$3.66K +8 +0.5%
SAM
1988
Summit Asset Management
Tennessee
$698K +$18.3K +40 +3%
AWP
1989
Accretive Wealth Partners
New Jersey
$698K
IF
1990
Ironwood Financial
Arizona
$694K +$5.03K +11 +0.8%
SGK
1991
Steigerwald Gordon & Koch
Virginia
$694K -$155K -339 -19%
FWP
1992
Falcon Wealth Planning
California
$693K +$238K +520 +56%
ASW
1993
Astoria Strategic Wealth
Texas
$692K
TCPG
1994
Trivant Custom Portfolio Group
California
$691K -$116K -254 -15%
WFL
1995
Wealth Forward LLC
North Dakota
$691K
SXL
1996
Summit X LLC
Missouri
$690K +$5.95K +13 +0.9%
AWC
1997
Abundance Wealth Counselors
Pennsylvania
$687K
FWM
1998
Fingerlakes Wealth Management
New York
$687K +$261K +571 +67%
ITB
1999
Idaho Trust Bank
Idaho
$687K +$654K +1,429 New
AAP
2000
Arax Advisory Partners
Colorado
$686K -$1.62M -3,548 -71%

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.