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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
NCM
2301
New Capital Management
Texas
$391K +$372K +813 New
SC
2302
Swan Capital
Florida
$390K +$372K +812 New
S
2303
SimplyRich
California
$390K
CT
2304
Colonial Trust
South Carolina
$389K -$795K -1,736 -68%
PCM
2305
Pennsylvania Capital Management
Pennsylvania
$389K
ODFS
2306
O'Donnell Financial Services
California
$389K +$915 +2 +0.2%
PFA
2307
Pathway Financial Advisers
Indiana
$388K +$71.4K +156 +24%
KIG
2308
Kowal Investment Group
Wisconsin
$387K +$2.75K +6 +0.8%
IGGA
2309
Iron Gate Global Advisors
Utah
$387K +$36.2K +79 +11%
OWA
2310
One Wealth Advisors
California
$386K -$4.58K -10 -1%
WKSWA
2311
White Knight Strategic Wealth Advisors
New Jersey
$384K -$458 -1 -0.1%
EL
2312
EMFO LLC
Florida
$383K +$21.1K +46 +6%
IWP
2313
IAG Wealth Partners
Wisconsin
$379K -$54.9K -120 -13%
HFS
2314
Hantz Financial Services
Michigan
$378K -$71.4K -156 -17%
MLFP
2315
MPS Loria Financial Planners
Illinois
$377K +$13.7K +30 +4%
LL
2316
LWMG LLC
Minnesota
$376K
ACA
2317
Anchor Capital Advisors
Massachusetts
$376K +$358K +782 New
PAM
2318
Pegasus Asset Management
New York
$375K +$15.1K +33 +4%
RW
2319
RVW Wealth
California
$375K +$76.4K +167 +27%
IF
2320
Integrity Financial
Wyoming
$374K +$219K +479 +160%
NRG
2321
Nemes Rush Group
Michigan
$373K +$22K +48 +7%
KHCM
2322
Kirtland Hills Capital Management
Ohio
$372K +$358K +783 New
SIC
2323
Sterling Investment Counsel
New York
$372K -$2.29K -5 -0.6%
CSC
2324
Caldwell Sutter Capital
California
$371K
EL
2325
Envoi LLC
Minnesota
$368K

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.