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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$12.2B +$1.17B +2,546,192 +11%
RJA
2
Raymond James & Associates
Florida
$11.1B -$89.9M -196,444 -0.8%
Bank of America
3
Bank of America
North Carolina
$10.8B +$335M +732,502 +3%
JP Morgan Chase
4
JP Morgan Chase
New York
$10.2B +$4.76B +10,393,926 +96%
Morgan Stanley
5
Morgan Stanley
New York
$9.38B -$7.64B -16,693,718 -46%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.95B -$84.9M -185,591 -1%
Goldman Sachs
7
Goldman Sachs
New York
$5.87B -$1.3B -2,840,187 -19%
AA
8
Acorns Advisers
California
$3.82B +$30.9M +67,623 +0.9%
Wells Fargo
9
Wells Fargo
California
$2.11B +$76.1M +166,372 +4%
LPL Financial
10
LPL Financial
California
$1.9B +$21.6M +47,233 +1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.88B -$1.72M -3,759 -0.1%
Ameriprise
12
Ameriprise
Minnesota
$1.88B +$25.6M +55,891 +1%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$1.77B +$198M +431,734 +13%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.67B +$258M +564,482 +19%
Cerity Partners
15
Cerity Partners
New York
$1.58B -$2.55B -5,570,375 -63%
UBS Group
16
UBS Group
Switzerland
$1.55B +$72.7M +158,821 +5%
AssetMark Inc
17
AssetMark Inc
California
$1.53B +$35.2M +76,943 +2%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.45B +$45.4M +99,259 +3%
NMIFOAC
19
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.36B
Truist Financial
20
Truist Financial
North Carolina
$1.15B +$49.1M +107,347 +5%
ELFC
21
E-L Financial Corp
Ontario, Canada
$1.08B +$281K +615 +0%
Envestnet Portfolio Solutions
22
Envestnet Portfolio Solutions
Illinois
$1.02B -$35.2M -76,913 -4%
Wolverine Trading
23
Wolverine Trading
Illinois
$1B +$228M +499,089 +31%
Mirae Asset Global Investments
24
Mirae Asset Global Investments
South Korea
$984M +$35.4M +77,415 +4%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$927M +$12.6M +27,597 +1%

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.