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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
IP
2226
Intellectus Partners
California
$452K -$296K -647 -41%
AWM
2227
Atticus Wealth Management
Florida
$451K +$458 +1 +0.1%
ONSWM
2228
Old North State Wealth Management
North Carolina
$449K +$14.2K +31 +3%
SWM
2229
Sterling Wealth Management
Illinois
$449K +$915 +2 +0.2%
RVPG
2230
Relative Value Partners Group
$447K -$430K -940 -48%
WF
2231
Whelan Financial
California
$447K +$27.5K +60 +7%
VWM
2232
Vigilare Wealth Management
Arizona
$445K -$410K -896 -49%
EIA
2233
Eldridge Investment Advisors
New Hampshire
$444K +$458 +1 +0.1%
MJRIC
2234
Mogy Joel R Investment Counsel
California
$442K
WA
2235
WESPAC Advisors
California
$442K +$421K +920 New
DSN
2236
D. Scott Neal
Kentucky
$441K -$23.8K -52 -5%
BWL
2237
Beacon Wealthcare LLC
North Carolina
$440K -$73.2K -160 -15%
ODG
2238
O'Dell Group
Ohio
$440K +$13.3K +29 +3%
NAM
2239
NorthCrest Asset Manangement
Minnesota
$440K -$9.15K -20 -2%
WIM
2240
Westside Investment Management
California
$439K +$46.2K +101 +12%
SWA
2241
Strata Wealth Advisors
Texas
$437K +$115K +251 +38%
HIC
2242
Holderness Investments Company
North Carolina
$435K +$23.3K +51 +6%
HWMC
2243
Heritage Wealth Management (California)
California
$435K +$191K +417 +85%
NCFG
2244
New Century Financial Group
New Jersey
$434K +$413K +903 New
RA
2245
Riversedge Advisors
Delaware
$433K +$1.37K +3 +0.3%
RFA
2246
ROI Financial Advisors
Oregon
$432K +$2.29K +5 +0.6%
SIAS
2247
Summit Investment Advisory Services
Minnesota
$431K -$46.7K -102 -10%
AW
2248
Alaethes Wealth
Nevada
$430K -$1.05M -2,288 -72%
AT
2249
Avalon Trust
New Mexico
$430K
LFP
2250
Leeward Financial Partners
Washington
$430K

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.