We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF

904 hedge funds and large institutions have $40.8B invested in Vanguard S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 394 increasing their positions, 263 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 37

50% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 263

20% more call options, than puts

Call options by funds: $57.4M | Put options by funds: $47.7M

3% more funds holding

Funds holding: 874904 (+30)

1% more capital invested

Capital invested by funds: $40.4B → $40.8B (+$433M)

0% more funds holding in top 10

Funds holding in top 10: 176176 (0)

0.17% less ownership

Funds ownership: 45.67%45.5% (-0.17%)

Holders
904
Holders Change
+30
Holders Change %
+3.43%
% of All Funds
20.7%
Holding in Top 10
176
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
4.03%
New
76
Increased
394
Reduced
263
Closed
37
Calls
$57.4M
Puts
$47.7M
Net Calls
+$9.66M
Net Calls Change
+$164K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.59B +$33.5M +135,138 +0.9%
RJA
2
Raymond James & Associates
Florida
$2.8B +$152M +611,432 +6%
PPA
3
Parametric Portfolio Associates
Washington
$2.35B -$93.8M -377,764 -4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.89B +$62.8M +253,044 +3%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.72B -$178M -717,378 -9%
NMIFOAC
6
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.68B +$141M +567,000 +9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.62B +$58.9M +237,293 +4%
Morgan Stanley
8
Morgan Stanley
New York
$1.12B +$92.7M +373,396 +9%
Ameriprise
9
Ameriprise
Minnesota
$929M -$9.97M -40,183 -1%
Goldman Sachs
10
Goldman Sachs
New York
$791M -$59.6M -240,124 -7%
Wells Fargo
11
Wells Fargo
California
$706M -$17.4M -69,953 -2%
CI
12
Clal Insurance
Israel
$697M +$47.6M +191,833 +7%
S
13
Schroders
United Kingdom
$683M -$173M -696,290 -20%
AssetMark Inc
14
AssetMark Inc
California
$623M +$70.3M +283,223 +13%
UBS Group
15
UBS Group
Switzerland
$575M -$19.9M -80,020 -3%
ELFC
16
E-L Financial Corp
Ontario, Canada
$542M +$1.48M +5,977 +0.4%
VMPIC
17
Varma Mutual Pension Insurance Co
Finland
$456M -$802M -3,232,585 -64%
BOI
18
Bank of Italy
Italy
$441M
MSL
19
Mackay Shields LLC
New York
$441M +$10.9M +44,037 +3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$439M -$9.46M -38,092 -2%
JMPWA
21
JP Morgan Private Wealth Advisors
California
$400M +$71.3M +287,092 +22%
VA
22
Valmark Advisers
Ohio
$390M -$23.6M -95,165 -6%
Citigroup
23
Citigroup
New York
$386M -$24.5M -98,835 -6%
JC
24
JBF Capital
Colorado
$364M
BAPIM
25
British Airways Pensions Investment Management
United Kingdom
$361M -$88.9K -358 -0%

VOO Hedge Fund Activity: Q2 2018 in Review

904 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q2 2018, worth a combined $40.8B — up 1.1% from $40.4B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new VOO positions and 37 closed out — a net gain of 39 holders — while 394 added to existing stakes and 263 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $701M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $802M.

  • 904 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q2 2018, up from 874 in Q1 2018.
  • Funds reported $40.8B of Vanguard S&P 500 ETF stock for Q2 2018, up 1.1% quarter-over-quarter.
  • 76 funds opened new Vanguard S&P 500 ETF positions in Q2 2018 and 37 closed out, a net change of +39 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $701M added.
  • The largest Vanguard S&P 500 ETF seller in Q2 2018 was Varma Mutual Pension Insurance Co, an estimated $802M sold.

Based on aggregated 13F filings for Q2 2018.