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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
WHCFA
2276
William Howard & Co Financial Advisors
Tennessee
$450K +$7.22K +15 +2%
PJSIMP
2277
P.J. Schmidt Investment Management (PJS)
Wisconsin
$450K -$30.8K -64 -7%
RFWA
2278
RPg Family Wealth Advisory
Massachusetts
$449K -$127K -264 -23%
AW
2279
Alaethes Wealth
Nevada
$449K
NWM
2280
NRI Wealth Management
California
$449K -$21.2K -44 -5%
RFA
2281
ROI Financial Advisors
Oregon
$447K -$2.41K -5 -0.6%
PFP
2282
Paragon Financial Partners
California
$446K
AWA
2283
Alta Wealth Advisors
Massachusetts
$446K
AP
2284
Appleton Partners
Massachusetts
$445K
JPLA
2285
Joseph P. Lucia & Associates
New York
$443K +$23.1K +48 +6%
SFS
2286
Stiles Financial Services
Minnesota
$442K -$56.3K -117 -12%
AC
2287
Addison Capital
Pennsylvania
$442K +$61.1K +127 +17%
SWMG
2288
Signature Wealth Management Group
Georgia
$441K -$962 -2 -0.2%
MWPCG
2289
Measured Wealth Private Client Group
New Hampshire
$441K
ODG
2290
O'Dell Group
Ohio
$440K
SWIG
2291
Strategic Wealth Investment Group
Kentucky
$440K +$422K +878 New
PG
2292
Patten Group
Tennessee
$440K
PGAM
2293
Princeton Global Asset Management
New Jersey
$440K +$217K +451 +105%
BP
2294
Broadleaf Partners
Ohio
$439K +$1.44K +3 +0.3%
FAM
2295
Family Asset Management
South Carolina
$438K +$20.7K +43 +5%
BHBT
2296
Burke & Herbert Bank & Trust
Virginia
$438K
RA
2297
Riversedge Advisors
Delaware
$437K -$13K -27 -3%
JWM
2298
JFG Wealth Management
Colorado
$437K +$421K +874 New
PFA
2299
Pathway Financial Advisers
Indiana
$437K +$37.1K +77 +10%
LWM
2300
Lyell Wealth Management
California
$435K +$419K +871 New

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.