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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
HC
2326
Hamilton Capital
Ohio
$367K +$118K +257 +51%
SC
2327
Sinecera Capital
Texas
$367K +$915 +2 +0.3%
ARC
2328
Advisor Resource Council
Texas
$365K -$12.3M -26,778 -97%
EB
2329
Exchange Bank
California
$364K -$27K -59 -7%
GHAM
2330
Gilman Hill Asset Management
Connecticut
$364K +$347K +758 New
AC
2331
Addison Capital
Pennsylvania
$363K +$346K +756 New
FGAM
2332
Financial Gravity Asset Management
Texas
$362K -$3.07M -6,699 -89%
TA
2333
TrueWealth Advisors
Alabama
$361K
WAM
2334
Weatherly Asset Management
California
$361K
4WM
2335
49 Wealth Management
Texas
$360K +$343K +750 New
CWA
2336
Cornerstone Wealth Advisors
Minnesota
$360K +$41.6K +91 +14%
HWA
2337
Heartwood Wealth Advisors
Virginia
$359K
MYIA
2338
Mount Yale Investment Advisors
Colorado
$357K +$21.5K +47 +7%
CISOA
2339
Capital Investment Services of America
Wisconsin
$357K -$13.7K -30 -4%
MC
2340
Matisse Capital
Oregon
$357K +$10.5K +23 +3%
GCM
2341
Gables Capital Management
Florida
$356K
RIG
2342
RiverFront Investment Group
Virginia
$356K
SFC
2343
Sprinkle Financial Consultants
Colorado
$355K +$28.4K +62 +9%
AWMG
2344
Alliance Wealth Management Group
New Jersey
$355K +$49.9K +109 +17%
AFG
2345
ABLE Financial Group
Arizona
$354K -$2.29K -5 -0.7%
MWM
2346
Magnolia Wealth Management
Alabama
$354K +$337K +736 New
RA
2347
Ransom Advisory
Rhode Island
$353K +$336K +735 New
SWP
2348
Semus Wealth Partners
Florida
$353K +$53.5K +117 +19%
TAM
2349
Tucker Asset Management
Colorado
$352K +$21.5K +47 +7%
FW
2350
FirstPurpose Wealth
Utah
$352K -$10.5K -23 -3%

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.