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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
SWM
2351
Shakespeare Wealth Management
Wisconsin
$349K +$8.24K +18 +3%
PWA
2352
Prairie Wealth Advisors
Nebraska
$348K +$331K +724 New
SFP
2353
Shepherd Financial Partners
Massachusetts
$347K +$330K +722 New
CWMU
2354
Caliber Wealth Management (Utah)
Utah
$347K +$40.7K +89 +14%
FAP
2355
Financial Advisory Partners
Florida
$347K
CWA
2356
Cascade Wealth Advisors
Washington
$347K +$338K +738 New
VC
2357
Vestor Capital
Illinois
$344K +$109K +239 +50%
GCP
2358
GSA Capital Partners
United Kingdom
$344K +$328K +716 New
TMWM
2359
Taylor & Morgan Wealth Management
Michigan
$344K +$71.9K +157 +28%
KWA
2360
Kellett Wealth Advisors
Ohio
$343K +$12.8K +28 +4%
PI
2361
PEAK6 Investments
Illinois
$343K +$325K +710 +23,667%
MCWA
2362
Meadow Creek Wealth Advisors
Georgia
$343K
WWM
2363
Wolff Wiese Magana
California
$341K +$79.2K +173 +32%
DIA
2364
Davidson Investment Advisors
Montana
$341K
HSWS
2365
Higgins & Schmidt Wealth Strategies
Colorado
$340K +$32.5K +71 +11%
OC
2366
Opinicus Capital
Florida
$340K +$3.2K +7 +1%
SDWIA
2367
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$339K +$323K +706 New
PAWA
2368
Palo Alto Wealth Advisors
California
$338K +$56.3K +123 +21%
LFA
2369
LGT Financial Advisors
Texas
$336K -$915 -2 -0.3%
AAM
2370
Ascension Asset Management
New York
$336K +$320K +700 New
DCBT
2371
Dakota Community Bank & Trust
North Dakota
$336K -$253K -552 -44%
SWP
2372
Significant Wealth Partners
Illinois
$336K +$319K +698 New
B
2373
Bellecapital
Switzerland
$335K -$9.15K -20 -3%
EAM
2374
Empirical Asset Management
Massachusetts
$335K +$458 +1 +0.1%
CCA
2375
Conservest Capital Advisors
Pennsylvania
$335K +$5.95K +13 +2%

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.