VOO icon

Vanguard S&P 500 ETF
VOO

Overview Fund Activity

1,738 hedge funds and large institutions have $103B invested in Vanguard S&P 500 ETF in 2021 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 792 increasing their positions, 537 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,738
Holders Change
+44
Holders Change %
+2.6%
% of All Funds
30.34%
Holding in Top 10
382
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.26%
% of All Funds
6.67%
New
136
Increased
792
Reduced
537
Closed
75
Calls
$452M
Puts
$1.46B
Net Calls
-$1.01B
Net Calls Change
-$975M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$833M
2
APF
Alaska Permanent Fund
Alaska
+$746M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$530M
4
RJA
Raymond James & Associates
Florida
+$297M
5
Citigroup
Citigroup
New York
+$296M

Top Sellers

1
FP
Financial Perspectives
Minnesota
-$777M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$717M
3
MSL
Mackay Shields LLC
New York
-$694M
4
DILIC
Dai-ichi Life Insurance Company
Japan
-$214M
5
Franklin Resources
Franklin Resources
California
-$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
401
BerganKDV Wealth Management
Minnesota
$15.5M +$126K +320 +0.8%
RA
402
Rational Advisors
New York
$15.4M +$6.51M +16,554 +74%
BSA
403
Braun Stacey Associates
New York
$15.3M -$369K -937 -2%
FPCP
404
Fort Point Capital Partners
California
$15.3M +$2.65M +6,745 +21%
BRWA
405
B. Riley Wealth Advisors
Florida
$15M +$357K +909 +2%
VWA
406
V Wealth Advisors
Kansas
$15M +$2.19M +5,575 +17%
GRP
407
Global Retirement Partners
California
$14.8M -$90.5K -230 -0.6%
HPWM
408
High Pines Wealth Management
Massachusetts
$14.8M +$5.28M +13,422 +55%
JG
409
Jefferies Group
New York
$14.8M -$2.06M -5,242 -12%
EPA
410
Element Pointe Advisors
Florida
$14.8M -$1.16M -2,910 -7%
VST
411
Van Strum & Towne
California
$14.7M -$1.65M -4,205 -10%
AL
412
ADE LLC
Maryland
$14.6M +$460K +1,170 +3%
RWMH
413
Riverpoint Wealth Management Holdings
Illinois
$14.6M +$331K +840 +2%
First Trust Advisors
414
First Trust Advisors
Illinois
$14.4M +$1.03M +2,630 +8%
ZF
415
Zhang Financial
Michigan
$14.4M +$615K +1,562 +4%
OC
416
Oppenheimer & Co
New York
$14.2M +$49.2K +125 +0.3%
DCM
417
Disciplina Capital Management
Tennessee
$14.1M -$1.01M -2,550 -7%
SAM
418
Secure Asset Management
Michigan
$14.1M +$982K +2,496 +7%
EFSCE
419
Enterprise Financial Services Corp (EFSC)
Missouri
$14.1M +$14.1M +35,790 New
MIAN
420
Mariner Independent Advisor Network
Kansas
$14.1M +$787K +1,999 +6%
HAS
421
HBW Advisory Services
California
$14.1M +$198K +504 +1%
IWC
422
Integrated Wealth Concepts
Massachusetts
$13.9M +$47.6K +121 +0.3%
MOS
423
MGO One Seven
Ohio
$13.8M +$1.41M +3,593 +11%
FMC
424
First Merchants Corp
Indiana
$13.7M – – –
BCI
425
Brinker Capital Investments
Pennsylvania
$13.5M -$812K -2,063 -6%
15 16
17
18 19