VOO icon

Vanguard S&P 500 ETF
VOO

Overview Fund Activity

2,371 hedge funds and large institutions have $130B invested in Vanguard S&P 500 ETF in 2023 Q2 according to their latest regulatory filings, with 205 funds opening new positions, 989 increasing their positions, 815 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,371
Holders Change
+94
Holders Change %
+4.13%
% of All Funds
37.39%
Holding in Top 10
555
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+7.35%
% of All Funds
8.75%
New
205
Increased
989
Reduced
815
Closed
88
Calls
$836M
Puts
$574M
Net Calls
+$262M
Net Calls Change
+$35.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$5.61B
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$417M
3
CM
Churchill Management
California
+$370M
4
Bank of America
Bank of America
North Carolina
+$370M
5
NAM
Nissay Asset Management
Japan
+$280M

Top Sellers

1
SCP
Syntal Capital Partners
Texas
-$33.3B
2
SWG
Summit Wealth Group
Vermont
-$16B
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$15.8B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$10.8B
5
FSCM
Front Street Capital Management
Montana
-$380M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
501
Clifford Group
Massachusetts
$17.5M +$803K +1,971 +5%
PCM
502
Parsons Capital Management
Rhode Island
$17.4M +$300K +736 +2%
CFO
503
CVA Family Office
Colorado
$17.4M +$36.2K +89 +0.2%
VIA
504
Vident Investment Advisory
Georgia
$17.4M +$13.4M +32,847 +333%
Principal Financial Group
505
Principal Financial Group
Iowa
$17.3M +$2.14M +5,264 +14%
BWM
506
Boyd Wealth Management
California
$17.3M +$276K +678 +2%
IAN
507
Integrated Advisors Network
Texas
$17.2M +$2.79M +6,847 +19%
CWA
508
Core Wealth Advisors
Florida
$17.2M -$17.1M -41,985 -50%
FCBT
509
First Citizens Bank & Trust
North Carolina
$17.2M +$285K +699 +2%
LIM
510
Leavell Investment Management
Alabama
$17M +$1.06M +2,590 +7%
AF
511
Advisornet Financial
Minnesota
$16.9M +$394K +968 +2%
SCA
512
Sandy Cove Advisors
Massachusetts
$16.8M -$130K -319 -0.8%
AL
513
ADE LLC
Maryland
$16.8M +$303K +743 +2%
MPW
514
MGO Private Wealth
California
$16.8M +$1.13M +2,765 +7%
HNWAG
515
High Net Worth Advisory Group
Florida
$16.7M -$796K -1,954 -5%
BAM
516
Belpointe Asset Management
Nevada
$16.7M +$1.67M +4,092 +11%
AWMS
517
Advocacy Wealth Management Services
Georgia
$16.5M -$119K -291 -0.7%
GH
518
GAM Holding
Switzerland
$16.5M -$6.53M -16,032 -28%
KPWS
519
Kestra Private Wealth Services
Texas
$16.4M +$707K +1,736 +4%
MWM
520
Madison Wealth Management
Ohio
$16.4M +$241K +592 +1%
SFG
521
StrategIQ Financial Group
Indiana
$16.4M – – –
OPW
522
Oxler Private Wealth
New York
$16.4M -$76.6K -188 -0.5%
BBVA
523
Banco Bilbao Vizcaya Argentaria
Spain
$16.3M – – –
MA
524
Mangham Associates
Virginia
$16.2M -$756K -1,855 -4%
VFA
525
Valeo Financial Advisors
Indiana
$16.2M -$1.05M -2,586 -6%
19 20
21
22 23