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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
BFWA
2001
Benchmark Financial Wealth Advisors
Florida
$754K +$3.85K +8 +0.5%
MA
2002
MONECO Advisors
Connecticut
$752K -$300K -624 -29%
RWM
2003
Revisor Wealth Management
Ohio
$751K -$190K -394 -21%
AAM
2004
American Asset Management
Florida
$750K +$722K +1,500 New
CAM
2005
Congress Asset Management
Massachusetts
$750K
AWA
2006
Arbor Wealth Advisors
Michigan
$748K
HCM
2007
Hall Capital Management
Rhode Island
$748K
MLL
2008
Moody Lynn & Lieberson
Massachusetts
$748K -$50.5K -105 -7%
GLA
2009
Great Lakes Advisors
Illinois
$745K +$437K +908 +156%
AWP
2010
Accretive Wealth Partners
New Jersey
$743K
TWM
2011
Triton Wealth Management
Arizona
$742K -$1.44K -3 -0.2%
ACG
2012
Allen Capital Group
Nebraska
$742K +$112K +232 +19%
CCM
2013
Chiron Capital Management
Florida
$742K +$96.2K +200 +16%
FMN
2014
Financial Management Network
California
$740K -$15.4K -32 -2%
PCFFS
2015
Pacific Center for Financial Services
California
$738K +$3.37K +7 +0.5%
CPW
2016
Catalyst Private Wealth
California
$737K +$82.8K +172 +13%
SGK
2017
Steigerwald Gordon & Koch
Virginia
$737K +$14.4K +30 +2%
PBC
2018
Pavion Blue Capital
California
$736K +$962 +2 +0.1%
DPW
2019
DiNuzzo Private Wealth
Pennsylvania
$734K
IF
2020
Ironwood Financial
Arizona
$734K +$11.1K +23 +2%
BAM
2021
Berkshire Asset Management
Pennsylvania
$732K +$19.7K +41 +3%
CP
2022
Cumberland Partners
Ontario, Canada
$732K
SXL
2023
Summit X LLC
Missouri
$730K +$12K +25 +2%
CWM
2024
Collaborative Wealth Management
Florida
$729K -$62.1K -129 -8%
IWS
2025
Integrity Wealth Solutions
Colorado
$727K +$94.3K +196 +16%

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.