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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
BWL
2176
Beacon Wealthcare LLC
North Carolina
$642K +$238K +468 +63%
T
2177
Tidemark
California
$642K -$508 -1 -0.1%
TW
2178
TrinityPoint Wealth
Connecticut
$641K +$94K +185 +18%
TFO
2179
Tarbox Family Office
California
$641K -$1.52K -3 -0.2%
CC
2180
Capital Counsel
New York
$640K +$29K +57 +5%
KAM
2181
Knightsbridge Asset Management
California
$638K +$57.4K +113 +10%
WDC
2182
Woodward Diversified Capital
California
$637K +$6.61K +13 +1%
JPWM
2183
Jamison Private Wealth Management
Georgia
$636K +$1.52K +3 +0.2%
MWP
2184
Meredith Wealth Planning
Illinois
$636K +$50.3K +99 +9%
ICP
2185
Ironvine Capital Partners
Nebraska
$636K
TVWM
2186
Tower View Wealth Management
Wisconsin
$635K -$12.2K -24 -2%
AWA
2187
Aquire Wealth Advisors
Utah
$634K +$2.54K +5 +0.4%
KIG
2188
Kennedy Investment Group
New Jersey
$630K +$2.03K +4 +0.3%
LB
2189
Legacy Bridge
Iowa
$629K +$20.3K +40 +3%
WPW
2190
Warther Private Wealth
Ohio
$628K +$605K +1,190 New
WMA
2191
Wealth Management Associates
New Jersey
$627K -$15.2K -30 -2%
WCM
2192
Wealthcare Capital Management
Virginia
$624K -$38.1K -75 -6%
LWM
2193
Lakeridge Wealth Management
Ohio
$621K -$197K -388 -25%
FCM
2194
Family Capital Management
Michigan
$620K
HHGA
2195
Halbert Hargrove Global Advisors
California
$620K +$368K +724 +161%
SFC
2196
Swisher Financial Concepts
Ohio
$619K +$317K +624 +107%
FTDI
2197
First Trust Direct Indexing
Massachusetts
$617K +$25.4K +50 +4%
RPWA
2198
Regent Peak Wealth Advisors
Georgia
$616K -$33.5K -66 -5%
BFP
2199
Beacon Financial Planning
Massachusetts
$616K +$20.8K +41 +4%
SKK
2200
Shepherd Kaplan Krochuk
Massachusetts
$616K +$508 +1 +0.1%

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.