We are live on ! Find out more
VOO icon

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
CAG
2126
Curtis Advisory Group
California
$541K +$66.8K +146 +15%
EL
2127
Essex LLC
Illinois
$541K +$915 +2 +0.2%
FC
2128
Forte Capital
New York
$538K -$13.3K -29 -3%
HCMT
2129
Highland Capital Management (Tennessee)
Tennessee
$536K -$220K -480 -30%
DTC
2130
Davidson Trust Company
Washington
$535K -$15.6K -34 -3%
BRG
2131
Bay Rivers Group
Virginia
$533K -$12.4K -27 -2%
PPC
2132
Park Place Capital
Alabama
$532K -$34.3K -75 -6%
ERWM
2133
Elk River Wealth Management
Colorado
$532K -$3.66K -8 -0.7%
AIFAIM
2134
American Institute for Advanced Investment Management
Arizona
$532K
PA
2135
Perennial Advisors
New York
$531K +$32.5K +71 +7%
DP
2136
Dearborn Partners
Illinois
$530K +$8.24K +18 +2%
FTWA
2137
Fifth Third Wealth Advisors
Ohio
$530K +$190K +415 +60%
3AM
2138
3EDGE Asset Management
Florida
$529K -$199K -435 -28%
CAM
2139
Campion Asset Management
Virginia
$529K
CWM
2140
Chesapeake Wealth Management
Virginia
$528K +$43.5K +95 +9%
HG
2141
Harbor Group
New Hampshire
$528K +$458 +1 +0.1%
HWMG
2142
Hurlow Wealth Management Group
Indiana
$526K +$26.5K +58 +6%
NHT
2143
New Hampshire Trust
New Hampshire
$523K -$1.77M -3,869 -78%
BMCM
2144
Burns Matteson Capital Management
New York
$523K +$498K +1,088 New
SPI
2145
Santori & Peters Inc
Pennsylvania
$522K +$915 +2 +0.2%
EFG
2146
Ethos Financial Group
Pennsylvania
$521K +$486K +1,061 New
MWAM
2147
Manhattan West Asset Management
California
$520K +$14.2K +31 +3%
CI
2148
CPR Investments
Michigan
$519K -$1.21M -2,649 -71%
FCFC
2149
First Citizens Financial Corp
Iowa
$519K +$1.37K +3 +0.3%
RMC
2150
Resources Management Corp
Connecticut
$518K -$25.2K -55 -5%

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.