VOO icon

Vanguard S&P 500 ETF

1,422 hedge funds and large institutions have $69.4B invested in Vanguard S&P 500 ETF in 2020 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 541 increasing their positions, 512 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,422
Holders Change
+88
Holders Change %
+6.6%
% of All Funds
29.23%
Holding in Top 10
316
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+10.1%
% of All Funds
6.5%
New
166
Increased
541
Reduced
512
Closed
65
Calls
$230M
Puts
$209M
Net Calls
+$20.4M
Net Calls Change
+$235M
Name Holding Trade Value Shares
Change
Shares
Change %
IFWM
576
Institute for Wealth Management
Colorado
$3.61M -$695K -2,451 -16%
AIM
577
Anchor Investment Management
South Carolina
$3.6M +$19.3K +68 +0.5%
VWA
578
Visionary Wealth Advisors
Illinois
$3.57M +$57K +201 +2%
SSW
579
Smith Shellnut Wilson
Mississippi
$3.53M
VCM
580
Vivaldi Capital Management
Illinois
$3.51M -$41.5K -134 -1%
SAM
581
Secure Asset Management
Michigan
$3.44M +$168K +592 +5%
FSCM
582
Front Street Capital Management
Montana
$3.44M +$1.42M +5,010 +70%
W
583
Wealthquest
Ohio
$3.43M +$3.43M +12,119 New
PWS
584
Private Wealth Strategies
Ohio
$3.42M -$8.16M -28,786 -70%
ELI
585
Empire Life Investments
Ontario, Canada
$3.41M +$1.01M +3,547 +42%
AWM
586
Altavista Wealth Management
North Carolina
$3.37M +$813K +2,869 +32%
ECM
587
ETrade Capital Management
Virginia
$3.37M +$648K +2,288 +24%
ACI
588
Alpha Cubed Investments
California
$3.36M +$431K +1,520 +15%
LA
589
Legacy Advisors
Pennsylvania
$3.36M
BCA
590
Bray Capital Advisors
Florida
$3.34M -$46.8K -165 -1%
RBC
591
Roble Belko & Company
Pennsylvania
$3.33M -$2.87M -10,131 -46%
BC
592
Burleson & Co
California
$3.32M -$44.6K -145 -1%
MWM
593
Mission Wealth Management
California
$3.3M -$113K -399 -3%
BW
594
Bison Wealth
Georgia
$3.3M +$1.1M +3,898 +50%
Kovitz Investment Group Partners
595
Kovitz Investment Group Partners
Illinois
$3.29M -$56.4K -199 -2%
ACM
596
Azimuth Capital Management
Michigan
$3.27M -$85K -300 -3%
LWM
597
Liberty Wealth Management
California
$3.26M
AIIMS
598
Analyst IMS Investment Management Services
Israel
$3.26M +$315K +1,113 +11%
H
599
HoyleCohen
California
$3.26M +$187K +660 +6%
BWP
600
BSW Wealth Partners
Colorado
$3.23M -$1.35M -4,780 -30%