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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
QHA
2451
Quarry Hill Advisors
Minnesota
$278K +$265K +579 New
CS
2452
Capital Square
Tennessee
$278K +$265K +578 New
KCM
2453
KRS Capital Management
Michigan
$277K
RRA
2454
Round Rock Advisors
Connecticut
$277K +$264K +577 New
PWM
2455
Palumbo Wealth Management
New York
$277K +$458 +1 +0.2%
LC
2456
Lincoln Capital
Nebraska
$276K -$11.4K -25 -4%
IFPG
2457
Intrepid Financial Planning Group
Indiana
$276K
SFC
2458
Swisher Financial Concepts
Ohio
$275K -$1.83K -4 -0.7%
CIS
2459
Connors Investor Services
Pennsylvania
$275K
CAM
2460
Covenant Asset Management
New Jersey
$274K +$23.8K +52 +10%
CWM
2461
CCG Wealth Management
California
$274K +$1.37K +3 +0.5%
AT
2462
Arden Trust
Delaware
$274K -$36.6K -80 -12%
VWWMG
2463
Vermillion & White Wealth Management Group
Pennsylvania
$273K +$458 +1 +0.2%
SIM
2464
Sterling Investment Management
Arizona
$272K -$261K -570 -50%
AWA
2465
ARQ Wealth Advisors
Arizona
$272K +$29.7K +65 +13%
AAG
2466
Accordant Advisory Group
Maryland
$272K +$259K +565 New
TCM
2467
Triumph Capital Management
Colorado
$271K +$258K +564 New
SFC
2468
SYM Financial Corp
Indiana
$270K -$637K -1,391 -71%
IA
2469
Inspire Advisors
Idaho
$270K +$22.9K +50 +10%
SWP
2470
Summit Wealth Partners
Florida
$269K +$1.37K +3 +0.5%
LA
2471
LPF Advisors
Florida
$267K
WFS
2472
Walker Financial Services
Kentucky
$267K +$254K +555 New
M1FG
2473
Mach-1 Financial Group
Arkansas
$266K +$254K +554 New
BMC
2474
Benin Management Corp
Connecticut
$264K
IWM
2475
Integris Wealth Management
California
$264K

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.