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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
AA
2051
Addison Advisors
Vermont
$617K +$27.5K +60 +5%
CCM
2052
Chiron Capital Management
Florida
$617K +$33.4K +73 +6%
RPWA
2053
Regent Peak Wealth Advisors
Georgia
$614K
BFP
2054
Beacon Financial Planning
Massachusetts
$613K -$62.2K -136 -10%
WMA
2055
Wealth Management Associates
New Jersey
$609K +$557K +1,218 New
GGS
2056
Galvin Gaustad & Stein
Arizona
$606K +$94.3K +206 +20%
EWM
2057
Elevatus Welath Management
New York
$603K +$81K +177 +16%
VDBMI
2058
Van Den Berg Management I
Texas
$602K -$13.7K -30 -2%
BFG
2059
Bouchey Financial Group
New York
$602K -$59.5K -130 -9%
NCMW
2060
Northern Capital Management (Washington)
Washington
$602K +$248K +541 +76%
ACG
2061
Allen Capital Group
Nebraska
$602K +$315K +689 +122%
IWS
2062
Integrity Wealth Solutions
Colorado
$602K +$222K +484 +63%
VHAM
2063
Van Hulzen Asset Management
California
$601K +$32.5K +71 +6%
OIM
2064
Opus Investment Management
Massachusetts
$601K
HSG
2065
Helen Stephens Group
Texas
$600K +$64.1K +140 +13%
TFP
2066
Tilia Fiduciary Partners
North Carolina
$598K +$74.6K +163 +15%
TVWM
2067
Tower View Wealth Management
Wisconsin
$597K +$4.58K +10 +0.8%
EWM
2068
Executive Wealth Management
Michigan
$595K +$66.4K +145 +13%
WW
2069
Westshore Wealth
California
$595K +$252K +550 +80%
VNA
2070
Valley National Advisers
Pennsylvania
$594K
DFG
2071
Delta Financial Group
New Jersey
$594K +$33.4K +73 +6%
Parallax Volatility Advisers
2072
Parallax Volatility Advisers
California
$592K -$2.05M -4,470 -78%
MF
2073
Montis Financial
Massachusetts
$592K -$458 -1 -0.1%
EFN
2074
Equita Financial Network
Pennsylvania
$591K +$329K +719 +141%
EA
2075
Eclectic Associates
California
$590K -$234K -512 -29%

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.