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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
SAM
2026
Summit Asset Management
Tennessee
$727K
BIP
2027
Blueprint Investment Partners
North Carolina
$726K +$281K +583 +67%
CIAS
2028
CBIZ Investment Advisory Services
Ohio
$724K +$67.8K +141 +11%
TCPG
2029
Trivant Custom Portfolio Group
California
$724K +$4.81K +10 +0.7%
WA
2030
Wealth Alliance
New York
$720K +$9.62K +20 +1%
MIC
2031
Meridian Investment Counsel
California
$719K +$8.66K +18 +1%
AC
2032
Avestar Capital
New York
$719K -$27.4K -57 -4%
WFL
2033
Wealth Forward LLC
North Dakota
$719K
THL
2034
Tillman Hartley LLC
Colorado
$715K -$17.8K -37 -3%
ASW
2035
Astoria Strategic Wealth
Texas
$715K -$4.33K -9 -0.6%
MAM
2036
McLean Asset Management
Virginia
$715K +$962 +2 +0.1%
BC
2037
Belmont Capital
California
$715K +$688K +1,429 New
FWM
2038
Fingerlakes Wealth Management
New York
$715K
CWA
2039
Consilium Wealth Advisory
Texas
$713K +$10.6K +22 +2%
SRWM
2040
Shira Ridge Wealth Management
California
$712K -$79.4K -165 -10%
RW
2041
REDW Wealth
New Mexico
$712K +$12K +25 +2%
S
2042
Sachetta
Massachusetts
$709K +$137K +284 +25%
GAM
2043
Griffin Asset Management
New York
$707K -$107K -223 -14%
ICP
2044
Interchange Capital Partners
Pennsylvania
$706K +$679K +1,412 New
PHWM
2045
Pine Harbor Wealth Management
Maryland
$705K
C
2046
CEDRUS
Colorado
$704K +$102K +211 +18%
AA
2047
Ashford Advisors
New York
$704K -$72.2K -150 -10%
RWM
2048
Refined Wealth Management
Utah
$703K
CCA
2049
Cadent Capital Advisors
Oklahoma
$701K +$439K +913 +187%
LA
2050
Lakeside Advisors
Washington
$700K

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.