VOO icon

Vanguard S&P 500 ETF

2,277 hedge funds and large institutions have $110B invested in Vanguard S&P 500 ETF in 2023 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 993 increasing their positions, 835 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,277
Holders Change
+22
Holders Change %
+0.98%
% of All Funds
36.44%
Holding in Top 10
517
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-1.71%
% of All Funds
8.27%
New
162
Increased
993
Reduced
835
Closed
92
Calls
$1.05B
Puts
$820M
Net Calls
+$226M
Net Calls Change
+$131M
Name Holding Trade Value Shares
Change
Shares
Change %
RC
376
Roundview Capital
New Jersey
$24.1M +$1.28M +3,406 +6%
IA
377
IFG Advisory
Georgia
$24.1M -$1.27M -3,369 -5%
HWM
378
HB Wealth Management
Georgia
$23.9M -$222K -591 -0.9%
COCM
379
Charter Oak Capital Management
New Hampshire
$23.9M -$57.2K -152 -0.2%
AAM
380
Ameraudi Asset Management
New York
$23.8M -$2.53M -6,718 -10%
GRP
381
Global Retirement Partners
California
$23.8M +$3.89M +10,367 +20%
CW
382
CIC Wealth
Maryland
$23.6M +$4.43M +11,773 +23%
VC
383
Vicus Capital
Pennsylvania
$23.3M +$7.67M +20,407 +49%
BFG
384
Bleakley Financial Group
New Jersey
$23.2M -$5.01M -13,322 -18%
LNC
385
Lincoln National Corp
Pennsylvania
$23.2M +$2.21M +5,864 +11%
CIBC World Market
386
CIBC World Market
Ontario, Canada
$23.1M -$452K -1,203 -2%
AA
387
Alta Advisers
United Kingdom
$23.1M -$2.66M -7,086 -10%
Amundi
388
Amundi
France
$23M +$557K +1,488 +2%
AC
389
Applied Capital
Arkansas
$23M +$842K +2,240 +4%
PCP
390
Proficio Capital Partners
Massachusetts
$23M -$1.72M -4,586 -7%
AWA
391
Arete Wealth Advisors
Illinois
$23M -$976K -2,594 -4%
CTC
392
Central Trust Company
Missouri
$22.9M +$581K +1,545 +3%
ABC
393
Associated Banc-Corp
Wisconsin
$22.9M -$479K -1,274 -2%
CWC
394
Carolinas Wealth Consulting
North Carolina
$22.7M -$2M -5,309 -8%
BWM
395
BerganKDV Wealth Management
Minnesota
$22.7M +$941K +2,503 +4%
PFA
396
Pure Financial Advisors
California
$22.7M +$2.08M +5,527 +10%
ECM
397
EMC Capital Management
Texas
$22.6M
BSA
398
Braun Stacey Associates
New York
$22.4M +$13.3M +35,494 +147%
SFG
399
Sage Financial Group
Pennsylvania
$22.4M +$2.51M +6,668 +13%
CH
400
Canton Hathaway
Rhode Island
$22.3M