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Vanguard S&P 500 ETF

844 hedge funds and large institutions have $40.7B invested in Vanguard S&P 500 ETF in 2017 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 315 increasing their positions, 225 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

504% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 26

40% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 225

20% more call options, than puts

Call options by funds: $27M | Put options by funds: $22.5M

17% more funds holding

Funds holding: 720844 (+124)

17% more capital invested

Capital invested by funds: $34.9B → $40.7B (+$5.82B)

16% more funds holding in top 10

Funds holding in top 10: 154178 (+24)

1.63% more ownership

Funds ownership: 47.06%48.69% (+1.6%)

Holders
844
Holders Change
+124
Holders Change %
+17.22%
% of All Funds
19.14%
Holding in Top 10
178
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+15.58%
% of All Funds
4.04%
New
157
Increased
315
Reduced
225
Closed
26
Calls
$27M
Puts
$22.5M
Net Calls
+$4.54M
Net Calls Change
+$6.98M
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
201
Cullen/Frost Bankers
Texas
$12.4M
SFG
202
Sage Financial Group
Pennsylvania
$12.4M +$1.66M +6,950 +16%
SI
203
Stephens Inc
Arkansas
$12.3M +$613K +2,564 +5%
EWM
204
Endurance Wealth Management
Rhode Island
$12.3M -$148K -620 -1%
AL
205
Aspiriant LLC
California
$12.2M -$33.2M -138,907 -74%
PGWM
206
Parisi Gray Wealth Management
New Jersey
$12.1M +$11.7M +48,941 New
SPIA
207
Steward Partners Investment Advisory
New York
$11.8M +$293K +1,228 +3%
B
208
Bridgeworth
Alabama
$11.8M +$6.1M +25,540 +114%
SHGA
209
Sand Hill Global Advisors
California
$11.5M -$1.11M -4,655 -9%
HSA
210
HBK Sorce Advisory
Pennsylvania
$11.5M +$231K +967 +2%
NSLI
211
Nan Shan Life Insurance
Taiwan
$11.3M -$1M -4,185 -8%
PAI
212
Pittenger & Anderson Inc
Nebraska
$11M -$203K -851 -2%
Baird Financial Group
213
Baird Financial Group
Wisconsin
$11M +$801K +3,351 +8%
WTC
214
WhitTier Trust Company
Nevada
$10.8M -$16.7K -70 -0.2%
NHC
215
Nicholas Hoffman & Company
Georgia
$10.7M +$2.37M +9,929 +30%
IA
216
IFP Advisors
Florida
$10.6M -$3.05M -12,780 -23%
CCM
217
Condor Capital Management
New Jersey
$10.5M +$1.65M +6,912 +19%
FMII
218
Farmers & Merchants Investments Inc
Nebraska
$10.5M -$1.53M -6,383 -13%
BS
219
Banco Santander
Spain
$10.3M -$548K -2,291 -5%
PAG
220
Private Advisor Group
New Jersey
$10.2M -$21.5M -89,961 -69%
PAM
221
PVG Asset Management
Colorado
$10M -$149K -622 -1%
GIM
222
Guild Investment Management
California
$10M -$893K -3,735 -8%
BEAM
223
Baker Ellis Asset Management
Washington
$9.92M -$148K -619 -2%
EVM
224
Eaton Vance Management
Massachusetts
$9.9M +$601K +2,513 +7%
VAM
225
Verity Asset Management
North Carolina
$9.76M -$1.61M -6,718 -15%

VOO Hedge Fund Activity: Q4 2017 in Review

844 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q4 2017, worth a combined $40.7B — up 17% from $34.9B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new VOO positions and 26 closed out — a net gain of 131 holders — while 315 added to existing stakes and 225 trimmed.

The largest buyer was Bank of America, adding an estimated $1.31B. The largest seller was JP Morgan Chase, cutting an estimated $1.11B.

  • 844 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q4 2017, up from 720 in Q3 2017.
  • Funds reported $40.7B of Vanguard S&P 500 ETF stock for Q4 2017, up 17% quarter-over-quarter.
  • 157 funds opened new Vanguard S&P 500 ETF positions in Q4 2017 and 26 closed out, a net change of +131 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q4 2017 was Bank of America, an estimated $1.31B added.
  • The largest Vanguard S&P 500 ETF seller in Q4 2017 was JP Morgan Chase, an estimated $1.11B sold.

Based on aggregated 13F filings for Q4 2017.