VOO icon

Vanguard S&P 500 ETF
VOO

Overview Fund Activity

563 hedge funds and large institutions have $24.2B invested in Vanguard S&P 500 ETF in 2016 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 254 increasing their positions, 133 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+32
Holders Change %
+6.03%
% of All Funds
15.05%
Holding in Top 10
112
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.45%
% of All Funds
2.99%
New
64
Increased
254
Reduced
133
Closed
24
Calls
$50.3M
Puts
$40.1M
Net Calls
+$10.2M
Net Calls Change
-$8.34M

Top Buyers

1
CI
Clal Insurance
Israel
+$1.17B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$328M
3
CM
Churchill Management
California
+$293M
4
PPA
Parametric Portfolio Associates
Washington
+$167M
5
MFRM
Milliman Financial Risk Management
Illinois
+$126M

Top Sellers

1
SCM
Sterling Capital Management
North Carolina
-$438M
2
Goldman Sachs
Goldman Sachs
New York
-$88.7M
3
MSWM
Mader & Shannon Wealth Management
Missouri
-$41.9M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
-$35.6M
5
DCM
Dupont Capital Management
Delaware
-$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
401
WFG Advisors
Texas
$561K +$10.3K +52 +2%
LNWWM
402
Laird Norton Wetherby Wealth Management
California
$556K – – –
MMPW
403
Mitchell McLeod Pugh & Williams
Alabama
$552K +$130K +655 +31%
DAC
404
Dividend Assets Capital
South Carolina
$536K -$556K -2,800 -51%
MAM
405
Meeder Asset Management
Ohio
$536K +$536K +2,700 New
SWM
406
Stockman Wealth Management
Montana
$530K +$530K +2,668 New
LIA
407
LBMC Investment Advisors
Tennessee
$528K +$2.38K +12 +0.5%
AAM
408
Aureus Asset Management
Massachusetts
$524K +$524K +2,635 New
BMM
409
Buffington Mohr McNeal
Idaho
$523K -$17.9K -90 -3%
CS
410
Comerica Securities
Michigan
$511K +$511K +2,574 New
FWSM
411
First Wilshire Securities Management
California
$504K – – –
JG
412
Jefferies Group
New York
$501K -$82.6K -416 -14%
BP
413
Ballentine Partners
Massachusetts
$499K – – –
MTWSIF
414
Mivtachim The Workers Social Insurance Fund
Israel
$496K – – –
Chevy Chase Trust
415
Chevy Chase Trust
Maryland
$490K -$9.54K -48 -2%
FLPIM
416
F.L. Putnam Investment Management
Massachusetts
$480K +$36.3K +183 +8%
CC
417
Courier Capital
New York
$476K +$795 +4 +0.2%
WB
418
WesBanco Bank
West Virginia
$475K -$21.5K -108 -4%
PMG
419
ProVise Management Group
Florida
$474K +$398 +2 +0.1%
MWM
420
Modera Wealth Management
New Jersey
$473K – – –
WA
421
WBH Advisory
Maryland
$470K +$85.2K +429 +22%
11A
422
10-15 Associates
New York
$462K -$17.1K -86 -4%
SBSB
423
Sullivan, Bruyette, Speros & Blaney
Virginia
$461K +$1.19K +6 +0.3%
CCP
424
Corient Capital Partners
California
$461K +$461K +2,320 New
AW
425
ACG Wealth
Georgia
$460K +$398 +2 +0.1%
15 16
17
18 19