VOO icon

Vanguard S&P 500 ETF
VOO

Overview Fund Activity

680 hedge funds and large institutions have $31.3B invested in Vanguard S&P 500 ETF in 2017 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 322 increasing their positions, 173 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+48
Holders Change %
+7.59%
% of All Funds
16.95%
Holding in Top 10
153
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+11.68%
% of All Funds
3.81%
New
81
Increased
322
Reduced
173
Closed
29
Calls
$39.6M
Puts
$66.3M
Net Calls
-$26.8M
Net Calls Change
-$22.3M

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$1.01B
2
MML Investors Services
MML Investors Services
Massachusetts
+$356M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$128M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$126M
5
Ameriprise
Ameriprise
Minnesota
+$122M

Top Sellers

1
Citigroup
Citigroup
New York
-$334M
2
PPA
Parametric Portfolio Associates
Washington
-$257M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
-$220M
4
IL
Investure LLC
Virginia
-$211M
5
CI
Clal Insurance
Israel
-$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
626
Watermark Asset Management
California
$99K +$99K +458 New
LF
627
Lee Financial
Texas
$97K – – –
LWCFA
628
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$87K +$64.9K +300 +294%
Thrivent Financial for Lutherans
629
Thrivent Financial for Lutherans
Minnesota
$86K – – –
BCFS
630
Butensky & Cohen Financial Security
Florida
$84K +$48.6K +224 +137%
PB
631
Pinnacle Bancorp
Nebraska
$77K +$77K +356 New
RBC
632
Roble Belko & Company
Pennsylvania
$76K – – –
CAG
633
Crestwood Advisors Group
Massachusetts
$56K +$56K +254 New
Carson Wealth (CWM LLC)
634
Carson Wealth (CWM LLC)
Nebraska
$54K +$54K +249 New
QCG
635
Quadrant Capital Group
Ohio
$52K +$52K +271 New
LIA
636
LS Investment Advisors
Michigan
$49K – – –
WIM
637
Westside Investment Management
California
$46.3K – – –
TCCM
638
Timber Creek Capital Management
Massachusetts
$46K – – –
SHJ
639
Sharkey, Howes & Javer
Colorado
$41K – – –
DZ Bank
640
DZ Bank
Germany
$41K +$41K +190 New
BWM
641
Baystate Wealth Management
Massachusetts
$39K +$217 +1 +0.6%
RPG
642
Risk Paradigm Group
Texas
$36.8K +$36.8K +170 New
NSB
643
Norway Savings Bank
Maine
$36K – – –
GBBWRPM
644
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$35K +$217 +1 +0.6%
FWM
645
Focused Wealth Management
New York
$34K – – –
IWM
646
IHT Wealth Management
Illinois
$32K – – –
LWM
647
LBA Wealth Management
Florida
$30K +$24.6K +115 +460%
FPFS
648
First Personal Financial Services
North Carolina
$28K – – –
MWM
649
MinichMacGregor Wealth Management
New York
$23K +$23K +110 New
SSB
650
Sandy Spring Bank
Maryland
$22K – – –
24 25
26
27 28