VOO icon

Vanguard S&P 500 ETF

942 hedge funds and large institutions have $48.7B invested in Vanguard S&P 500 ETF in 2018 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 387 increasing their positions, 276 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
942
Holders Change
+38
Holders Change %
+4.2%
% of All Funds
21.57%
Holding in Top 10
182
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+3.41%
% of All Funds
4.17%
New
83
Increased
387
Reduced
276
Closed
38
Calls
$47.7M
Puts
$64M
Net Calls
-$16.3M
Net Calls Change
-$26M
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
351
Destination Wealth Management
California
$4.19M -$960K -3,594 -19%
FNBOO
352
First National Bank of Omaha
Nebraska
$4.18M -$349K -1,307 -8%
HK
353
Horizon Kinetics
New York
$4.18M +$60.1K +225 +1%
BRWA
354
B. Riley Wealth Advisors
Florida
$4.17M +$68.6K +257 +2%
PFM
355
Phillips Financial Management
Indiana
$4.15M -$19.6K -73 -0.5%
SLT
356
St Louis Trust
Missouri
$4.14M +$914K +3,422 +28%
GT
357
Glenview Trust
Kentucky
$4.07M +$403K +1,511 +11%
OFG
358
Oxford Financial Group
Indiana
$4.06M
PCTC
359
Perkins Coie Trust Company
Washington
$4.02M -$74K -277 -2%
Cerity Partners
360
Cerity Partners
New York
$4.01M +$51.5K +193 +1%
BP
361
Ballentine Partners
Massachusetts
$3.97M +$570K +2,135 +17%
WMG
362
WESCAP Management Group
California
$3.94M +$78.5K +294 +2%
GRP
363
Global Retirement Partners
California
$3.91M -$105K -392 -3%
SWM
364
SVA Wealth Management
Wisconsin
$3.81M -$185K -693 -5%
FANJ
365
Financial Architects (New Jersey)
New Jersey
$3.76M +$17.1K +64 +0.5%
Janus Henderson Group
366
Janus Henderson Group
United Kingdom
$3.76M +$1.24M +4,630 +49%
CWM
367
Concentric Wealth Management
California
$3.75M -$24.6K -92 -0.7%
Canada Life
368
Canada Life
Manitoba, Canada
$3.71M -$2.3M -8,580 -38%
LNC
369
Lincoln National Corp
Pennsylvania
$3.71M +$117K +437 +3%
DWM
370
Dakota Wealth Management
Florida
$3.7M -$194K -725 -5%
Cetera Investment Advisers
371
Cetera Investment Advisers
Illinois
$3.68M +$1.43M +5,349 +63%
IFAM
372
Institutional & Family Asset Management
Colorado
$3.67M +$687K +2,573 +23%
SPC
373
Sigma Planning Corp
Michigan
$3.66M +$167K +626 +5%
TA
374
Tiedemann Advisors
New York
$3.63M +$593K +2,211 +20%
HTC
375
Haverford Trust Company
Pennsylvania
$3.61M +$574K +2,150 +19%