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Vanguard S&P 500 ETF
VOO

Overview Fund Activity

1,790 hedge funds and large institutions have $108B invested in Vanguard S&P 500 ETF in 2021 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 834 increasing their positions, 548 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,790
Holders Change
+52
Holders Change %
+2.99%
% of All Funds
31.44%
Holding in Top 10
391
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+2.36%
% of All Funds
6.87%
New
128
Increased
834
Reduced
548
Closed
51
Calls
$285M
Puts
$1.11B
Net Calls
-$829M
Net Calls Change
+$184M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$677M
2
AIA
Angeles Investment Advisors
California
+$538M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$526M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$480M
5
Franklin Resources
Franklin Resources
California
+$392M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
-$855M
2
PPA
Parametric Portfolio Associates
Washington
-$221M
3
PVH
Psagot Value Holdings
Israel
-$192M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$107M
5
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPWM
376
FSB Premier Wealth Management
Iowa
$18.6M +$484K +1,227 +3%
AO
377
Advisor OS
Illinois
$18.5M -$3.1M -7,863 -14%
CST
378
Charles Schwab Trust
Nevada
$18.3M +$733K +1,858 +4%
WTC
379
WhitTier Trust Company
Nevada
$18M +$94.7K +240 +0.5%
SLF
380
Sun Life Financial
Ontario, Canada
$17.8M +$1.56M +3,951 +10%
RC
381
Roundview Capital
New Jersey
$17.7M +$461K +1,168 +3%
K
382
Kemper
Illinois
$17.4M – – –
JG
383
Jefferies Group
New York
$17.4M +$2.53M +6,409 +17%
WJWM
384
Williams Jones Wealth Management
New York
$17.4M -$1.17M -2,955 -6%
VCM
385
Virtue Capital Management
Tennessee
$17.3M -$2.3M -5,833 -12%
BWM
386
BCS Wealth Management
Tennessee
$17.1M +$17.1M +43,377 New
BSAM
387
Blue Square Asset Management
New York
$17M +$65.1K +165 +0.4%
Berkshire Hathaway
388
Berkshire Hathaway
Nebraska
$17M – – –
FDCDDQ
389
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.9M +$4.24M +10,751 +33%
AWM
390
Avior Wealth Management
Nebraska
$16.8M +$1.18M +3,000 +8%
EWM
391
Evercore Wealth Management
New York
$16.7M -$250K -633 -1%
VC
392
Vicus Capital
Pennsylvania
$16.4M +$3.06M +7,761 +23%
VWA
393
V Wealth Advisors
Kansas
$16.4M +$1.36M +3,441 +9%
First Trust Advisors
394
First Trust Advisors
Illinois
$16.3M +$1.85M +4,699 +13%
BWM
395
BerganKDV Wealth Management
Minnesota
$16.3M +$770K +1,953 +5%
MFP
396
Meridian Financial Partners
Virginia
$16.2M +$481K +1,202 +3%
IWC
397
Integrated Wealth Concepts
Massachusetts
$16.2M +$2.2M +5,577 +16%
SAM
398
Secure Asset Management
Michigan
$16.1M +$1.94M +4,923 +14%
MOS
399
MGO One Seven
Ohio
$16M +$1.19M +2,815 +8%
ZF
400
Zhang Financial
Michigan
$16M +$1.59M +4,028 +11%
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