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Vanguard S&P 500 ETF

2,928 hedge funds and large institutions have $199B invested in Vanguard S&P 500 ETF in 2024 Q3 according to their latest regulatory filings, with 209 funds opening new positions, 1,449 increasing their positions, 883 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 209 | Existing positions closed: 76

64% more repeat investments, than reductions

Existing positions increased: 1,449 | Existing positions reduced: 883

10% more capital invested

Capital invested by funds: $181B → $199B (+$17.7B)

3% more funds holding

Funds holding: 2,8302,928 (+98)

2% more funds holding in top 10

Funds holding in top 10: 665676 (+11)

0.78% less ownership

Funds ownership: 39.2%38.43% (-0.78%)

17% less call options, than puts

Call options by funds: $1.45B | Put options by funds: $1.75B

Holders
2,928
Holders Change
+98
Holders Change %
+3.46%
% of All Funds
42.04%
Holding in Top 10
676
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.65%
% of All Funds
9.71%
New
209
Increased
1,449
Reduced
883
Closed
76
Calls
$1.45B
Puts
$1.75B
Net Calls
-$302M
Net Calls Change
-$257M
Name Holding Trade Value Shares
Change
Change in
Stake
SRWM
2101
Shira Ridge Wealth Management
California
$751K
RWM
2102
Refined Wealth Management
Utah
$751K +$8.64K +17 +1%
RW
2103
REDW Wealth
New Mexico
$751K
PHWM
2104
Pine Harbor Wealth Management
Maryland
$749K +$3.56K +7 +0.5%
CF
2105
Clarity Financial
Texas
$748K +$114K +224 +19%
CI
2106
CX Institutional
Indiana
$747K -$407K -800 -36%
SP
2107
Sequent Planning
Nebraska
$747K -$181K -357 -20%
ICP
2108
Interchange Capital Partners
Pennsylvania
$746K +$508 +1 +0.1%
WP
2109
WealthPLAN Partners
Nebraska
$742K -$172K -338 -19%
CWA
2110
Consilium Wealth Advisory
Texas
$740K -$11.2K -22 -2%
SAM
2111
Strategy Asset Managers
California
$740K +$300K +591 +73%
AA
2112
Ashford Advisors
New York
$740K
EFG
2113
Ethos Financial Group
Pennsylvania
$739K +$135K +266 +24%
LA
2114
Lakeside Advisors
Washington
$739K
PWIA
2115
Porter White Investment Advisors
Alabama
$737K
MAM
2116
McLean Asset Management
Virginia
$736K +$6.1K +12 +0.9%
AC
2117
Avestar Capital
New York
$735K -$24.4K -48 -3%
BAM
2118
Berkshire Asset Management
Pennsylvania
$732K
CWM
2119
Cahaba Wealth Management
Georgia
$731K +$117K +230 +20%
SXL
2120
Summit X LLC
Missouri
$730K
UWS
2121
Unique Wealth Strategies
Illinois
$726K -$454K -894 -39%
CPG
2122
Cornerstone Planning Group
New Jersey
$725K -$192K -378 -22%
RI
2123
Rinkey Investments
California
$724K -$69.6K -137 -9%
KHCM
2124
Kirtland Hills Capital Management
Ohio
$720K +$327K +644 +89%
TIAAOA
2125
Teachers Insurance & Annuity Association of America
New York
$719K +$693K +1,363 New

VOO Hedge Fund Activity: Q3 2024 in Review

2,928 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q3 2024, worth a combined $199B — up 9.8% from $181B a quarter earlier.

Buyers outnumbered sellers: 209 funds opened new VOO positions and 76 closed out — a net gain of 133 holders — while 1,449 added to existing stakes and 883 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $4.02B. The largest seller was Strategic Financial Concepts, cutting an estimated $3.68B.

  • 2,928 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q3 2024, up from 2,830 in Q2 2024.
  • Funds reported $199B of Vanguard S&P 500 ETF stock for Q3 2024, up 9.8% quarter-over-quarter.
  • 209 funds opened new Vanguard S&P 500 ETF positions in Q3 2024 and 76 closed out, a net change of +133 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $4.02B added.
  • The largest Vanguard S&P 500 ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $3.68B sold.

Based on aggregated 13F filings for Q3 2024.