VOO icon

Vanguard S&P 500 ETF
VOO

Overview Fund Activity

2,277 hedge funds and large institutions have $110B invested in Vanguard S&P 500 ETF in 2023 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 993 increasing their positions, 835 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,277
Holders Change
+22
Holders Change %
+0.98%
% of All Funds
36.44%
Holding in Top 10
517
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-1.71%
% of All Funds
8.27%
New
162
Increased
993
Reduced
835
Closed
92
Calls
$1.05B
Puts
$820M
Net Calls
+$226M
Net Calls Change
+$131M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.7B
2
Bank of America
Bank of America
North Carolina
+$410M
3
AIA
Angeles Investment Advisors
California
+$383M
4
Truist Financial
Truist Financial
North Carolina
+$358M
5
Goldman Sachs
Goldman Sachs
New York
+$327M

Top Sellers

1
Calamos Advisors
Calamos Advisors
Illinois
-$471M
2
NAM
Nissay Asset Management
Japan
-$271M
3
HNB
Huntington National Bank
Ohio
-$160M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$126M
5
DGAM
Desjardins Global Asset Management
Quebec, Canada
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
526
Buckingham Strategic Wealth
Missouri
$13.4M – – –
FPWM
527
FSB Premier Wealth Management
Iowa
$13.4M -$517K -1,375 -4%
NSIM
528
North Star Investment Management
Illinois
$13.3M +$191K +507 +1%
IAN
529
Integrated Advisors Network
Texas
$13.3M -$9.6M -25,521 -42%
NGA
530
Naples Global Advisors
Florida
$13.3M +$964K +2,563 +8%
AWM
531
Apollon Wealth Management
South Carolina
$13.3M -$2.26M -6,017 -15%
FPCP
532
Fort Point Capital Partners
California
$13.2M +$1.46M +3,882 +12%
PA
533
Parkside Advisors
California
$13.1M -$399K -1,061 -3%
BAM
534
Brave Asset Management
New Jersey
$13.1M +$21.1K +56 +0.2%
CIA
535
Caerus Investment Advisors
Texas
$12.9M -$86.1K -229 -0.7%
MMPW
536
Mitchell McLeod Pugh & Williams
Alabama
$12.9M +$1.59M +4,239 +14%
Susquehanna International Group
537
Susquehanna International Group
Pennsylvania
$12.9M -$1.74M -4,629 -12%
APG
538
Abacus Planning Group
South Carolina
$12.8M +$121K +323 +1%
MA
539
MKT Advisors
California
$12.8M +$232K +619 +2%
CFA
540
CWS Financial Advisors
Michigan
$12.7M +$2.53M +6,730 +25%
GEM
541
Global Endowment Management
North Carolina
$12.6M +$3.38M +8,992 +37%
HIIFS
542
Harel Insurance Investments & Financial Services
Israel
$12.5M -$296K -790 -2%
PVH
543
Psagot Value Holdings
Israel
$12.5M +$8.21M +22,319 +191%
PA
544
PFG Advisors
Arizona
$12.4M -$1.58M -4,197 -11%
CIC
545
Carnegie Investment Counsel
Ohio
$12.3M +$567K +1,509 +5%
MFGP
546
Marshall Financial Group (Pennsylvania)
Pennsylvania
$12.3M +$153K +407 +1%
RCS
547
Retirement Capital Strategies
California
$12.2M -$24.3M -64,689 -67%
AP
548
Adero Partners
California
$12.1M -$84.6K -225 -0.7%
CAG
549
Crestwood Advisors Group
Massachusetts
$12M +$963K +2,560 +9%
DC
550
DeDora Capital
California
$12M -$484K -1,288 -4%
20 21
22
23 24