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Vanguard S&P 500 ETF

2,747 hedge funds and large institutions have $168B invested in Vanguard S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 217 funds opening new positions, 1,311 increasing their positions, 906 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 217 | 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: 2,6632,747 (+84)

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
2,747
Holders Change
+84
Holders Change %
+3.15%
% of All Funds
39.57%
Holding in Top 10
640
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+1.91%
% of All Funds
9.22%
New
217
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
AAP
2001
Arax Advisory Partners
Colorado
$686K -$1.62M -3,548 -71%
BAM
2002
Berkshire Asset Management
Pennsylvania
$684K
WA
2003
Wealth Alliance
New York
$683K +$119K +260 +22%
MIC
2004
Meridian Investment Counsel
California
$683K -$2.29K -5 -0.4%
DCM
2005
Donaldson Capital Management
Indiana
$679K -$87K -190 -12%
TWM
2006
Triton Wealth Management
Arizona
$678K +$148K +323 +28%
PHWM
2007
Pine Harbor Wealth Management
Maryland
$678K -$138K -301 -18%
RWM
2008
Refined Wealth Management
Utah
$676K +$20.1K +44 +3%
FCM
2009
Firestone Capital Management
Florida
$676K -$15.1K -33 -2%
CWA
2010
Consilium Wealth Advisory
Texas
$674K +$642K +1,403 New
OCM
2011
Osterweis Capital Management
California
$674K
CWA
2012
Continuum Wealth Advisors
New York
$673K -$5.54M -12,109 -90%
LA
2013
Lakeside Advisors
Washington
$673K
RW
2014
REDW Wealth
New Mexico
$672K +$29.3K +64 +5%
MPCA
2015
Madison Park Capital Advisors
Washington
$671K +$2.75K +6 +0.4%
PPW
2016
Presilium Private Wealth
Pennsylvania
$665K +$915 +2 +0.1%
AWA
2017
Amplius Wealth Advisors
Pennsylvania
$665K -$138K -302 -18%
PWIA
2018
Porter White Investment Advisors
Alabama
$664K +$4.58K +10 +0.7%
CBT
2019
Central Bank & Trust
Kentucky
$661K -$43K -94 -6%
MAM
2020
McLean Asset Management
Virginia
$661K +$21.5K +47 +4%
MSG
2021
Main Street Group
Virginia
$660K +$12.8K +28 +2%
WCA
2022
Westover Capital Advisors
Delaware
$660K +$628K +1,372 New
RFG
2023
RFP Financial Group
Georgia
$659K -$141K -307 -18%
TF
2024
TLWM Financial
Texas
$658K +$162K +354 +35%
WCM
2025
Wealthcare Capital Management
Virginia
$658K -$34.8K -76 -5%

VOO Hedge Fund Activity: Q1 2024 in Review

2,747 of the 6,943 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: 217 funds opened new VOO positions and 93 closed out — a net gain of 124 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.

  • 2,747 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.
  • 217 funds opened new Vanguard S&P 500 ETF positions in Q1 2024 and 93 closed out, a net change of +124 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.