VOO icon

Vanguard S&P 500 ETF
VOO

Overview Fund Activity

1,071 hedge funds and large institutions have $40.6B invested in Vanguard S&P 500 ETF in 2018 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 446 increasing their positions, 254 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,071
Holders Change
+129
Holders Change %
+13.69%
% of All Funds
23.9%
Holding in Top 10
215
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+18.13%
% of All Funds
4.8%
New
205
Increased
446
Reduced
254
Closed
67
Calls
$37.2M
Puts
$30.3M
Net Calls
+$6.91M
Net Calls Change
+$23.2M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$229M
2
CSIA
Charles Schwab Investment Advisory
California
+$179M
3
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$175M
4
Morgan Stanley
Morgan Stanley
New York
+$139M
5
MB
Mizuho Bank
Japan
+$138M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$3.28B
2
CWM
Cornerstone Wealth Management
Missouri
-$353M
3
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$297M
4
SS
Simplicity Solutions
Minnesota
-$244M
5
Goldman Sachs
Goldman Sachs
New York
-$237M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
501
OneDigital Investment Advisors
Kansas
$2.03M +$120K +521 +6%
IFA
502
Interactive Financial Advisors
Illinois
$2.01M -$2.03M -8,819 -50%
SKK
503
Shepherd Kaplan Krochuk
Massachusetts
$2.01M +$1.15M +5,015 +135%
GCA
504
Gradient Capital Advisors
California
$2.01M +$21.1K +92 +1%
Edgewood Management
505
Edgewood Management
Connecticut
$2.01M +$2.01M +8,725 New
HB
506
Homrich & Berg
Georgia
$1.98M +$217K +944 +12%
CWM
507
Capital Wealth Management
Rhode Island
$1.97M -$41.6K -181 -2%
RFWA
508
RPg Family Wealth Advisory
Massachusetts
$1.96M +$95.4K +415 +5%
CT
509
Coastline Trust
Rhode Island
$1.96M – – –
AA
510
Altman Advisors
Illinois
$1.95M +$1.95M +8,490 New
GC
511
Gratus Capital
Georgia
$1.95M +$1.95M +8,483 New
POIA
512
Pin Oak Investment Advisors
Texas
$1.94M – – –
BWAM
513
Boyd Watterson Asset Management
Ohio
$1.93M – – –
WF
514
Welch & Forbes
Massachusetts
$1.88M – – –
HL
515
HeadInvest LLC
Maine
$1.85M +$964K +4,193 +108%
PPP
516
Private Portfolio Partners
New Jersey
$1.85M +$1.85M +8,046 New
LC
517
Landaas & Company
Wisconsin
$1.85M +$41.8K +182 +2%
NCM
518
Nelson Capital Management
California
$1.83M +$1.83M +7,971 New
MCG
519
McCollum Christoferson Group
New York
$1.82M -$58.6K -255 -3%
CWM
520
Cornerstone Wealth Management
Missouri
$1.81M -$353M -1,534,655 -99%
PCA
521
Personal Capital Advisors
California
$1.81M +$457K +1,990 +34%
BFA
522
Bragg Financial Advisors
North Carolina
$1.8M +$1.8M +7,820 New
BA
523
Bristlecone Advisors
Washington
$1.79M -$230 -1 -0%
RWM
524
RKL Wealth Management
Pennsylvania
$1.78M -$6.89K -30 -0.4%
FDCC
525
Foster Dykema Cabot & Co
Massachusetts
$1.78M – – –
19 20
21
22 23