VOO icon

Vanguard S&P 500 ETF
VOO

Overview Fund Activity

2,371 hedge funds and large institutions have $130B invested in Vanguard S&P 500 ETF in 2023 Q2 according to their latest regulatory filings, with 205 funds opening new positions, 989 increasing their positions, 815 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,371
Holders Change
+94
Holders Change %
+4.13%
% of All Funds
37.39%
Holding in Top 10
555
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+7.35%
% of All Funds
8.75%
New
205
Increased
989
Reduced
815
Closed
88
Calls
$836M
Puts
$574M
Net Calls
+$262M
Net Calls Change
+$35.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$9.22B
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$894M
3
CM
Churchill Management
California
$370M
4
Bank of America
Bank of America
North Carolina
$8.9B
5
NAM
Nissay Asset Management
Japan
$280M

Top Sellers

1
SCP
Syntal Capital Partners
Texas
$32.9M
2
SWG
Summit Wealth Group
Vermont
$42.6M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$228M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.47B
5
FSCM
Front Street Capital Management
Montana
$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
276
CoreCap Advisors
Michigan
$48.2M +$48.2M +118,288 New
RH
277
RFG Holdings
Texas
$47.9M – – –
WAP
278
Wealthcare Advisory Partners
Pennsylvania
$47.7M +$27.2M +66,737 +133%
AAS
279
Avantax Advisory Services
Texas
$47.4M +$1.5M +3,683 +3%
ICG
280
InterOcean Capital Group
Tennessee
$47.3M -$8.45M -20,743 -15%
TC
281
Toews Corporation
New Jersey
$47.2M +$4.06M +9,970 +9%
LFG
282
Larson Financial Group
Missouri
$47.1M +$5.29M +12,985 +13%
SW
283
SVB Wealth
Massachusetts
$46.6M -$29.5M -72,479 -39%
MDSL
284
M.D. Sass LLC
New York
$46.3M – – –
KAH
285
Kathryn A. Hall
$46.2M -$336K -825 -0.7%
GFG
286
Goldstone Financial Group
Illinois
$45.9M -$1.18M -2,889 -3%
RWP
287
Reliant Wealth Planning
Kentucky
$45.7M -$1.33M -3,256 -3%
BP
288
Ballentine Partners
Massachusetts
$45M -$824K -2,022 -2%
AI
289
Atria Investments
North Carolina
$44.8M +$7.24M +17,785 +19%
Citadel Advisors
290
Citadel Advisors
Florida
$44.2M +$27.7M +67,977 +168%
PCP
291
Proficio Capital Partners
Massachusetts
$44.1M +$19.2M +47,133 +77%
FFA
292
Fragasso Financial Advisors
Pennsylvania
$43.8M -$727K -1,785 -2%
PLU
293
Performa Ltd (US)
South Carolina
$43.3M -$857K -2,103 -2%
BC
294
Brio Consultants
California
$42.9M +$39.1M +95,940 +1,026%
BP
295
BCK Partners
New York
$42.8M -$1.72M -4,214 -4%
SWG
296
Summit Wealth Group
Vermont
$42.6M -$16B -39,267,594 -100%
CFGSD
297
Compass Financial Group (South Dakota)
South Dakota
$42.6M +$1.67M +4,110 +4%
MMA
298
Miracle Mile Advisors
California
$42.5M -$7.33M -17,987 -15%
NFG
299
Nadler Financial Group
Illinois
$42.3M +$65.6K +161 +0.2%
WPC
300
Wedmont Private Capital
Pennsylvania
$41.7M +$3.66M +8,859 +10%
10 11
12
13 14