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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
MIM
2276
Moseley Investment Management
Florida
$411K -$5.49K -12 -1%
CC
2277
Cypress Capital
Tennessee
$410K +$458 +1 +0.1%
PRS
2278
Pinkerton Retirement Specialists
Idaho
$408K +$153K +335 +65%
XT
2279
XTX Topco
Cayman Islands
$407K +$388K +847 New
BAM
2280
Bayshore Asset Management
Florida
$406K -$108K -236 -22%
GWSG
2281
GPS Wealth Strategies Group
Colorado
$406K -$148K -323 -28%
Fayez Sarofim & Co
2282
Fayez Sarofim & Co
Texas
$403K +$384K +839 New
MF
2283
Meridian Financial
Massachusetts
$403K +$9.61K +21 +3%
PA
2284
Paragon Advisors
Texas
$403K -$1.39M -3,031 -78%
JPLA
2285
Joseph P. Lucia & Associates
New York
$403K +$55.4K +121 +17%
KOC
2286
Koss-Olinger Consulting
Florida
$402K -$2.91M -6,356 -88%
ACM
2287
Ayrshire Capital Management
Connecticut
$402K
SWMG
2288
Signature Wealth Management Group
Georgia
$402K
RCP
2289
Rothschild Capital Partners
New York
$400K -$110K -240 -22%
FAM
2290
Family Asset Management
South Carolina
$400K
BCA
2291
Bernzott Capital Advisors
California
$397K -$933K -2,038 -71%
APS
2292
American Planning Services
Florida
$396K +$33.9K +74 +10%
SCA
2293
Stonebridge Capital Advisors
Minnesota
$396K -$66.4K -145 -15%
DWM
2294
Dogwood Wealth Management
Kansas
$395K -$8.24K -18 -2%
GFG
2295
Greystone Financial Group
Michigan
$394K +$376K +821 New
OWA
2296
Octavia Wealth Advisors
Ohio
$393K +$4.58K +10 +1%
ATC
2297
Advantage Trust Company
Kansas
$393K
NWM
2298
Napa Wealth Management
California
$393K +$2.29K +5 +0.6%
GWM
2299
GDS Wealth Management
Texas
$393K
GAM
2300
Grandview Asset Management
Pennsylvania
$391K +$52.6K +115 +16%

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.