VOO icon

Vanguard S&P 500 ETF

2,124 hedge funds and large institutions have $125B invested in Vanguard S&P 500 ETF in 2022 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 991 increasing their positions, 677 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,124
Holders Change
+21
Holders Change %
+1%
% of All Funds
33.61%
Holding in Top 10
475
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+3.04%
% of All Funds
7.52%
New
157
Increased
991
Reduced
677
Closed
104
Calls
$760M
Puts
$2.95B
Net Calls
-$2.18B
Net Calls Change
-$105M
Name Holding Trade Value Shares
Change
Shares
Change %
KAH
576
Kathryn A. Hall
$11M +$517K +1,244 +5%
PFA
577
Pure Financial Advisors
California
$10.9M +$7.31M +17,600 +202%
KWM
578
Kingsview Wealth Management
Oregon
$10.9M +$734K +1,767 +7%
KFGK
579
Keystone Financial Group (Kentucky)
Kentucky
$10.9M -$30.3K -73 -0.3%
FNT
580
First National Trust
Pennsylvania
$10.8M +$20.8K +50 +0.2%
BEAM
581
Baker Ellis Asset Management
Washington
$10.8M +$15.4K +37 +0.1%
BC
582
Brio Consultants
California
$10.8M +$622K +1,498 +6%
Bank Julius Baer & Co
583
Bank Julius Baer & Co
Switzerland
$10.7M +$1.95M +4,690 +22%
OFG
584
Oxford Financial Group
Indiana
$10.7M +$6.23K +15 +0.1%
Lido Advisors
585
Lido Advisors
California
$10.7M +$2.09M +5,042 +24%
MI
586
Mercer Investments
Massachusetts
$10.7M -$365K -878 -3%
BTWM
587
Baker Tilly Wealth Management
Wisconsin
$10.7M +$1.04M +2,505 +11%
VNB
588
Virginia National Bank
Virginia
$10.6M +$10.6M +25,612 New
NB
589
NBT Bank
New York
$10.6M
MAS
590
Madden Advisory Services
Florida
$10.6M +$255K +614 +2%
MW
591
Marcum Wealth
Ohio
$10.6M +$122K +293 +1%
JCM
592
Jacobi Capital Management
Pennsylvania
$10.5M +$303K +731 +3%
MFT
593
Moisand Fitzgerald Tamayo
Florida
$10.5M -$8.04M -19,376 -43%
WA
594
Waverly Advisors
Alabama
$10.5M +$389K +937 +4%
GEM
595
Global Endowment Management
North Carolina
$10.4M +$4.96M +11,951 +90%
AWM
596
Activest Wealth Management
Florida
$10.4M +$1.69M +4,081 +19%
HFG
597
Heron Financial Group
New York
$10.2M +$859K +2,070 +9%
TFS
598
TrustCore Financial Services
Tennessee
$10.2M +$7.75M +18,659 +319%
MA
599
MKT Advisors
California
$10.1M +$4.46M +12,186 +79%
TA
600
TruWealth Advisors
Louisiana
$10.1M +$544K +1,310 +6%