VOO icon

Vanguard S&P 500 ETF
VOO

Overview Fund Activity

632 hedge funds and large institutions have $27.6B invested in Vanguard S&P 500 ETF in 2016 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 287 increasing their positions, 142 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+69
Holders Change %
+12.26%
% of All Funds
15.82%
Holding in Top 10
137
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+22.32%
% of All Funds
3.43%
New
109
Increased
287
Reduced
142
Closed
33
Calls
$31.9M
Puts
$36.4M
Net Calls
-$4.43M
Net Calls Change
-$14.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$405M
2
Bank of America
Bank of America
North Carolina
+$327M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$174M
4
IL
Investure LLC
Virginia
+$154M
5
GL
Globe Life
Texas
+$135M

Top Sellers

1
DCM
Dupont Capital Management
Delaware
-$211M
2
PPFA
Provida Pension Fund Administrator
Chile
-$106M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
-$95.5M
4
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$94.4M
5
CI
Clal Insurance
Israel
-$78.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
426
Joel Isaacson & Co
New York
$695K +$106K +515 +18%
AFG
427
American Financial Group
Ohio
$693K – – –
CMO
428
Covenant Multifamily Offices
Texas
$692K +$409K +1,992 +145%
BTIS
429
BB&T Investment Services
North Carolina
$692K +$692K +3,378 New
PTC
430
Private Trust Company
Ohio
$691K +$45.9K +224 +7%
MA
431
Montag & Associates
Georgia
$691K +$59.9K +292 +9%
BBPWM
432
Blue Bell Private Wealth Management
Pennsylvania
$675K +$287K +1,400 +74%
ANBT
433
American National Bank & Trust
Texas
$664K -$204K -993 -23%
RT
434
Rockland Trust
Massachusetts
$664K – – –
CS
435
Comerica Securities
Michigan
$659K +$131K +637 +25%
MWM
436
Modera Wealth Management
New Jersey
$653K +$164K +800 +34%
NB
437
Nicolet Bankshares
Wisconsin
$635K +$170K +829 +37%
BCP
438
Berkeley Capital Partners
Georgia
$632K -$16.2K -79 -3%
NFG
439
Next Financial Group
Texas
$619K +$230K +1,120 +59%
CIC
440
Cornercap Investment Counsel
Georgia
$617K -$47.9K -233 -7%
IIC
441
Integrated Investment Consultants
Michigan
$606K -$154K -750 -20%
CCFCSB
442
Cape Cod Five Cents Savings Bank
Massachusetts
$606K – – –
EWM
443
Evercore Wealth Management
New York
$601K +$334K +1,629 +125%
RMAM
444
Raab & Moskowitz Asset Management
New Jersey
$600K +$176K +861 +42%
MHS
445
M Holdings Securities
Oregon
$598K – – –
SBIA
446
Sheaff Brock Investment Advisors
Indiana
$595K -$80.1K -390 -12%
EB
447
Eastern Bank
Massachusetts
$592K – – –
AIIMS
448
Analyst IMS Investment Management Services
Israel
$589K – – –
WB
449
WesBanco Bank
West Virginia
$587K +$96.5K +470 +20%
VCAM
450
Van Cleef Asset Management
Ohio
$585K +$221K +1,075 +61%
16 17
18
19 20