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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
PA
2151
Perennial Advisors
New York
$567K +$14.4K +30 +3%
EFG
2152
Ethos Financial Group
Pennsylvania
$567K +$33.2K +69 +7%
BFP
2153
Beacon Financial Planning
Massachusetts
$564K -$71.2K -148 -12%
BMCM
2154
Burns Matteson Capital Management
New York
$562K +$17.3K +36 +3%
MCM
2155
Maple Capital Management
Vermont
$561K -$33.2K -69 -6%
OWA
2156
ORBA Wealth Advisors
Illinois
$560K +$539K +1,120 New
FTDI
2157
First Trust Direct Indexing
Massachusetts
$560K -$468K -973 -47%
CWM
2158
Cahill Wealth Management
Michigan
$557K -$24.5K -51 -4%
NWMG
2159
National Wealth Management Group
Ohio
$557K -$888K -1,845 -62%
NBT
2160
Northwest Bank & Trust
Iowa
$554K
MWP
2161
Meredith Wealth Planning
Illinois
$554K -$24.1K -50 -4%
CWM
2162
Chesapeake Wealth Management
Virginia
$553K +$3.85K +8 +0.7%
HG
2163
Harbor Group
New Hampshire
$552K +$2.41K +5 +0.5%
ERWM
2164
Elk River Wealth Management
Colorado
$552K -$3.85K -8 -0.7%
KCIC
2165
Kuhn & Co Investment Counsel
Illinois
$551K +$24.5K +51 +5%
Balyasny Asset Management
2166
Balyasny Asset Management
Illinois
$550K -$58.1M -120,648 -99%
3AM
2167
3EDGE Asset Management
Florida
$550K
CAM
2168
Campion Asset Management
Virginia
$550K
UWM
2169
USAdvisors Wealth Management
Minnesota
$550K -$2.25M -4,676 -81%
OFP
2170
OLIO Financial Planning
Virginia
$550K
MWAM
2171
Manhattan West Asset Management
California
$549K +$7.7K +16 +1%
FCA
2172
Fortis Capital Advisors
Kansas
$549K +$528K +1,097 New
KAM
2173
Knightsbridge Asset Management
California
$549K -$114K -237 -18%
CGFA
2174
Colton Groome Financial Advisors
North Carolina
$548K -$30.8K -64 -6%
HWMG
2175
Hurlow Wealth Management Group
Indiana
$547K

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.