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Vanguard S&P 500 ETF

2,928 hedge funds and large institutions have $199B invested in Vanguard S&P 500 ETF in 2024 Q3 according to their latest regulatory filings, with 209 funds opening new positions, 1,449 increasing their positions, 883 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 209 | Existing positions closed: 76

64% more repeat investments, than reductions

Existing positions increased: 1,449 | Existing positions reduced: 883

10% more capital invested

Capital invested by funds: $181B → $199B (+$17.7B)

3% more funds holding

Funds holding: 2,8302,928 (+98)

2% more funds holding in top 10

Funds holding in top 10: 665676 (+11)

0.78% less ownership

Funds ownership: 39.2%38.43% (-0.78%)

17% less call options, than puts

Call options by funds: $1.45B | Put options by funds: $1.75B

Holders
2,928
Holders Change
+98
Holders Change %
+3.46%
% of All Funds
42.04%
Holding in Top 10
676
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.65%
% of All Funds
9.71%
New
209
Increased
1,449
Reduced
883
Closed
76
Calls
$1.45B
Puts
$1.75B
Net Calls
-$302M
Net Calls Change
-$257M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
2426
Pegasus Asset Management
New York
$412K
WFP
2427
Wrenne Financial Planning
Kentucky
$412K +$42.2K +83 +12%
LA
2428
Lifeworks Advisors
Michigan
$411K +$20.3K +40 +5%
AAA
2429
Adams Asset Advisors
Texas
$406K +$132K +259 +51%
NCG
2430
Newport Capital Group
New Jersey
$406K +$77.8K +153 +25%
GWAM
2431
Guardian Wealth Advisors (Minnesota)
Minnesota
$404K +$1.02K +2 +0.3%
MKW
2432
Mullaney, Keating & Wright
Connecticut
$404K +$31K +61 +9%
AFG
2433
ABLE Financial Group
Arizona
$402K
OPPS
2434
Obsidian Personal Planning Solutions
Maryland
$401K +$72.2K +142 +23%
CF
2435
Convergence Financial
Missouri
$400K +$18.3K +36 +5%
EB
2436
Exchange Bank
California
$400K
GHAM
2437
Gilman Hill Asset Management
Connecticut
$400K
SFP
2438
Shepherd Financial Partners
Massachusetts
$399K +$17.8K +35 +5%
HFS
2439
Hantz Financial Services
Michigan
$399K -$22.4K -44 -6%
LGA
2440
Lebenthal Global Advisors
New York
$398K +$26.4K +52 +7%
CI
2441
Ceera Investments
Texas
$398K +$55.9K +110 +17%
WAM
2442
Weatherly Asset Management
California
$398K
SIC
2443
Sterling Investment Counsel
New York
$397K -$8.64K -17 -2%
TA
2444
TrueWealth Advisors
Alabama
$397K +$508 +1 +0.1%
CF
2445
Concorde Financial
Texas
$396K +$381K +749 New
CSA
2446
Cottage Street Advisors
Massachusetts
$396K +$1.52K +3 +0.4%
CCG
2447
Catalina Capital Group
California
$395K +$86.9K +171 +30%
CFP
2448
Cypress Financial Planning
New Jersey
$393K -$1.52K -3 -0.4%
SFP
2449
Strategic Financial Planning
Texas
$392K +$377K +742 New
AWMG
2450
Alliance Wealth Management Group
New Jersey
$391K +$1.52K +3 +0.4%

VOO Hedge Fund Activity: Q3 2024 in Review

2,928 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q3 2024, worth a combined $199B — up 9.8% from $181B a quarter earlier.

Buyers outnumbered sellers: 209 funds opened new VOO positions and 76 closed out — a net gain of 133 holders — while 1,449 added to existing stakes and 883 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $4.02B. The largest seller was Strategic Financial Concepts, cutting an estimated $3.68B.

  • 2,928 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q3 2024, up from 2,830 in Q2 2024.
  • Funds reported $199B of Vanguard S&P 500 ETF stock for Q3 2024, up 9.8% quarter-over-quarter.
  • 209 funds opened new Vanguard S&P 500 ETF positions in Q3 2024 and 76 closed out, a net change of +133 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $4.02B added.
  • The largest Vanguard S&P 500 ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $3.68B sold.

Based on aggregated 13F filings for Q3 2024.