VOO icon

Vanguard S&P 500 ETF

491 hedge funds and large institutions have $17.6B invested in Vanguard S&P 500 ETF in 2015 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 207 increasing their positions, 101 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+68
Holders Change %
+16.08%
% of All Funds
12.89%
Holding in Top 10
93
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+19.23%
% of All Funds
2.44%
New
103
Increased
207
Reduced
101
Closed
26
Calls
$41.5M
Puts
$36.4M
Net Calls
+$5.11M
Net Calls Change
-$527K
Name Holding Trade Value Shares
Change
Shares
Change %
PFM
226
Phillips Financial Management
Indiana
$2.56M +$12.6K +73 +0.5%
CG
227
Colony Group
Massachusetts
$2.5M -$4.49K -24 -0.2%
AFWA
228
Ancora Family Wealth Advisors
Ohio
$2.48M -$15.7K -84 -0.6%
WA
229
Waverly Advisors
Alabama
$2.48M -$68.6K -367 -3%
WRM
230
Westport Resources Management
Connecticut
$2.45M +$316K +1,688 +15%
Axa
231
Axa
France
$2.44M -$4.11M -22,000 -63%
OC
232
Oppenheimer & Co
New York
$2.39M +$886K +4,740 +59%
NAMP
233
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.37M -$65.4K -350 -3%
ST
234
Spinnaker Trust
Maine
$2.33M +$17.6K +94 +0.8%
LFA
235
Landmark Financial Advisors
Kentucky
$2.25M +$613K +3,281 +37%
NSIM
236
North Star Investment Management
Illinois
$2.14M +$175K +936 +9%
AI
237
Atria Investments
North Carolina
$2.13M +$2.13M +12,098 New
HTC
238
Haverford Trust Company
Pennsylvania
$2.07M
OCM
239
Oakwood Capital Management
California
$2.05M +$754K +4,035 +58%
MA
240
MUFG Americas
New York
$2.02M +$1.28M +6,824 +171%
SDWMA
241
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.01M +$2.01M +10,767 New
NPC
242
National Planning Corporation
California
$1.84M +$1.53M +8,867 +485%
GC
243
Gibson Capital
Pennsylvania
$1.83M
SIC
244
Sigma Investment Counselors
Michigan
$1.8M -$68K -364 -4%
KPCM
245
Kings Point Capital Management
New York
$1.79M +$297K +1,587 +20%
SC
246
Stratford Consulting
Texas
$1.76M -$35.1K -188 -2%
DAS
247
Dynamic Advisor Solutions
Arizona
$1.73M +$83.2K +445 +5%
VFAM
248
Valley Forge Asset Management
Pennsylvania
$1.66M -$194K -1,038 -10%
LP
249
LGL Partners
Pennsylvania
$1.65M +$1.65M +8,806 New
NFG
250
Nations Financial Group
Iowa
$1.62M +$1.62M +8,674 New