VOO icon

Vanguard S&P 500 ETF

1,694 hedge funds and large institutions have $92.8B invested in Vanguard S&P 500 ETF in 2021 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 744 increasing their positions, 568 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,694
Holders Change
+41
Holders Change %
+2.48%
% of All Funds
29.83%
Holding in Top 10
381
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.87%
% of All Funds
6.71%
New
136
Increased
744
Reduced
568
Closed
79
Calls
$215M
Puts
$253M
Net Calls
-$37.9M
Net Calls Change
-$37.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC World Market
326
CIBC World Market
Ontario, Canada
$19.7M -$1.52M -4,183 -7%
CWC
327
Carolinas Wealth Consulting
North Carolina
$19.5M -$108K -296 -0.5%
OPS
328
Orion Portfolio Solutions
Nebraska
$19.4M -$1.08M -2,977 -5%
SWA
329
SOA Wealth Advisors
New York
$19.4M -$108K -296 -0.6%
HSA
330
HBK Sorce Advisory
Pennsylvania
$19.3M -$1.13M -3,091 -6%
CI
331
Clal Insurance
Israel
$19.3M -$32.8M -90,057 -63%
SL
332
Salomon & Ludwin
Virginia
$19.3M +$5.39M +14,789 +39%
SAA
333
Southeast Asset Advisors
Georgia
$19.2M -$3.03M -8,318 -14%
RWG
334
Ratio Wealth Group
Colorado
$19.1M +$3.01M +8,266 +19%
MGIA
335
Moneta Group Investment Advisors
Missouri
$18.9M +$13.2M +36,299 +232%
MIFH
336
Migdal Insurance & Financial Holdings
Israel
$18.9M -$160K -440 -0.8%
K
337
Kemper
Illinois
$18.8M
AO
338
Advisor OS
Illinois
$18.8M -$60.8M -166,941 -76%
SAM
339
Securian Asset Management
Minnesota
$18.8M -$171K -470 -0.9%
SFA
340
Souders Financial Advisors
Ohio
$18.8M +$879K +2,412 +5%
CFB
341
Cullen/Frost Bankers
Texas
$18.7M -$72.9K -200 -0.4%
Prudential Financial
342
Prudential Financial
New Jersey
$18.5M +$1.4M +3,846 +8%
SFG
343
Sage Financial Group
Pennsylvania
$18.5M
TPCW
344
TD Private Client Wealth
New York
$18.5M +$805K +2,209 +5%
OHIS
345
Oak Harvest Investment Services
Texas
$18.2M +$2.28M +6,270 +14%
BHWA
346
Beacon Harbor Wealth Advisors
Virginia
$18.2M -$19.7K -54 -0.1%
BWM
347
BCS Wealth Management
Tennessee
$18.1M -$467K -1,282 -3%
First Manhattan
348
First Manhattan
New York
$18M +$19.3K +53 +0.1%
MCC
349
Money Concepts Capital
Florida
$17.8M +$716K +1,965 +4%
EA
350
Efficient Advisors
Ohio
$17.7M +$8.72M +23,940 +97%