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Vanguard S&P 500 ETF

2,830 hedge funds and large institutions have $181B invested in Vanguard S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 207 funds opening new positions, 1,295 increasing their positions, 912 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 88

42% more repeat investments, than reductions

Existing positions increased: 1,295 | Existing positions reduced: 912

8% more capital invested

Capital invested by funds: $168B → $181B (+$13.8B)

4% more funds holding in top 10

Funds holding in top 10: 640665 (+25)

3% more funds holding

Funds holding: 2,7472,830 (+83)

0.07% less ownership

Funds ownership: 39.27%39.2% (-0.07%)

5% less call options, than puts

Call options by funds: $964M | Put options by funds: $1.01B

Holders
2,830
Holders Change
+83
Holders Change %
+3.02%
% of All Funds
40.87%
Holding in Top 10
665
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+3.91%
% of All Funds
9.6%
New
207
Increased
1,295
Reduced
912
Closed
88
Calls
$964M
Puts
$1.01B
Net Calls
-$45.5M
Net Calls Change
-$219M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$13.8B +$1.06B +2,205,338 +9%
RJA
2
Raymond James & Associates
Florida
$11.6B +$47.2M +98,106 +0.4%
Bank of America
3
Bank of America
North Carolina
$11.5B +$181M +376,955 +2%
JP Morgan Chase
4
JP Morgan Chase
New York
$10.5B -$96.5M -200,437 -0.9%
Morgan Stanley
5
Morgan Stanley
New York
$9.95B +$186M +385,856 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$6.27B +$77.1M +160,184 +1%
Goldman Sachs
7
Goldman Sachs
New York
$6.12B +$11.3M +23,524 +0.2%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$4.33B +$3.47B +7,212,927 +498%
AA
9
Acorns Advisers
California
$4B +$27.5M +57,106 +0.7%
Wells Fargo
10
Wells Fargo
California
$2.24B +$46.9M +97,566 +2%
LPL Financial
11
LPL Financial
California
$2.1B +$123M +255,817 +6%
Ameriprise
12
Ameriprise
Minnesota
$2B +$41.7M +86,708 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.98B +$23.6M +48,994 +1%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$1.91B +$142M +295,058 +8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.9B +$151M +314,546 +9%
Cerity Partners
16
Cerity Partners
New York
$1.73B +$69.7M +144,847 +4%
UBS Group
17
UBS Group
Switzerland
$1.65B +$32.1M +66,673 +2%
AssetMark Inc
18
AssetMark Inc
California
$1.57B -$24.7M -51,411 -2%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.52B +$10.9M +22,610 +0.7%
NMIFOAC
20
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.46B +$47.2M +98,000 +3%
Focus Partners Wealth
21
Focus Partners Wealth
Massachusetts
$1.26B +$763M +1,585,075 +165%
Truist Financial
22
Truist Financial
North Carolina
$1.18B -$16.4M -34,087 -1%
ELFC
23
E-L Financial Corp
Ontario, Canada
$1.13B -$290K -602 -0%
Mirae Asset Global Investments
24
Mirae Asset Global Investments
South Korea
$1.08B +$47.1M +97,866 +5%
Envestnet Portfolio Solutions
25
Envestnet Portfolio Solutions
Illinois
$1.06B -$524K -1,088 -0.1%

VOO Hedge Fund Activity: Q2 2024 in Review

2,830 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q2 2024, worth a combined $181B — up 8.2% from $168B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new VOO positions and 88 closed out — a net gain of 119 holders — while 1,295 added to existing stakes and 912 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $3.48B. The largest seller was Global Assets Advisory, cutting an estimated $1.63B.

  • 2,830 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q2 2024, up from 2,747 in Q1 2024.
  • Funds reported $181B of Vanguard S&P 500 ETF stock for Q2 2024, up 8.2% quarter-over-quarter.
  • 207 funds opened new Vanguard S&P 500 ETF positions in Q2 2024 and 88 closed out, a net change of +119 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $3.48B added.
  • The largest Vanguard S&P 500 ETF seller in Q2 2024 was Global Assets Advisory, an estimated $1.63B sold.

Based on aggregated 13F filings for Q2 2024.