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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
TFP
2426
Triune Financial Partners
Kansas
$297K -$11K -24 -4%
PWA
2427
Peterson Wealth Advisors
Utah
$297K +$283K +618 New
NCM
2428
Neumann Capital Management
California
$297K -$45.8K -100 -14%
IWMA
2429
Ironwood Wealth Management (Arizona)
Arizona
$295K +$156K +340 +124%
CHC
2430
City Holding Co
West Virginia
$295K
CAL
2431
Capital Analysts LLC
Pennsylvania
$295K +$458 +1 +0.2%
PSB
2432
Piscataqua Savings Bank
New Hampshire
$295K
FVWA
2433
Foster Victor Wealth Advisors
South Carolina
$294K +$283K +619 New
WFP
2434
Wrenne Financial Planning
Kentucky
$293K +$5.03K +11 +2%
SEI Investments
2435
SEI Investments
Pennsylvania
$293K -$3.66K -8 -1%
MWP
2436
MYCIO Wealth Partners
Pennsylvania
$292K +$458 +1 +0.2%
LJAC
2437
L.J. Altfest & Co
New York
$292K +$5.03K +11 +2%
GWP
2438
Gen-Wealth Partners
Michigan
$291K +$277K +605 New
MWM
2439
Mattern Wealth Management
Kansas
$290K -$17.4K -38 -6%
LCM
2440
Lunt Capital Management
Utah
$286K -$915 -2 -0.3%
LI
2441
Lafayette Investments
Maryland
$286K
WA
2442
Waterford Advisors
New York
$284K -$238K -520 -47%
SP
2443
Successful Portfolios
Florida
$283K
CIA
2444
Cape Investment Advisory
Georgia
$283K +$32K +70 +13%
KFP
2445
KMG Fiduciary Partners
Ohio
$282K +$1.83K +4 +0.7%
SWM
2446
Silverlake Wealth Management
Vermont
$281K +$40.7K +89 +18%
OPWM
2447
Oxinas Partners Wealth Management
Indiana
$280K +$4.58K +10 +2%
GLA
2448
Great Lakes Advisors
Illinois
$280K -$38.9K -85 -13%
ECM
2449
Exchange Capital Management
Michigan
$279K +$28.4K +62 +12%
CCG
2450
Catalina Capital Group
California
$279K +$265K +580 New

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.