VOO icon

Vanguard S&P 500 ETF
VOO

Overview Fund Activity

2,255 hedge funds and large institutions have $124B invested in Vanguard S&P 500 ETF in 2022 Q4 according to their latest regulatory filings, with 316 funds opening new positions, 1,034 increasing their positions, 651 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,255
Holders Change
+193
Holders Change %
+9.36%
% of All Funds
36.38%
Holding in Top 10
526
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+6.05%
% of All Funds
8.49%
New
316
Increased
1,034
Reduced
651
Closed
79
Calls
$1.23B
Puts
$1.13B
Net Calls
+$95.4M
Net Calls Change
+$2.61B

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$1.28B
2
Goldman Sachs
Goldman Sachs
New York
+$856M
3
GWA
Gibson Wealth Advisors
Texas
+$569M
4
Calamos Advisors
Calamos Advisors
Illinois
+$471M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$304M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$4.35B
2
CI
Clal Insurance
Israel
-$341M
3
AIA
Angeles Investment Advisors
California
-$311M
4
NAM
Nissay Asset Management
Japan
-$297M
5
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$279M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
701
Truepoint Inc
Ohio
$7.37M +$1.03M +2,929 +16%
AG
702
Ascent Group
Virginia
$7.37M +$1.15M +3,259 +18%
LWIC
703
Leith Wheeler Investment Counsel
British Columbia, Canada
$7.31M – – –
KSWA
704
Kathleen S. Wright Associates
Pennsylvania
$7.19M +$2.57M +7,324 +56%
SMG
705
Smart Money Group
Texas
$7.16M +$3.71M +10,550 +107%
NFG
706
Nations Financial Group
Iowa
$7.12M +$5.76M +16,389 +422%
GG
707
Gofen & Glossberg
Illinois
$7.08M +$424K +1,206 +6%
GT
708
Glenview Trust
Kentucky
$7.07M -$55.9K -159 -0.8%
HPM
709
Hoxton Planning & Management
West Virginia
$7.05M +$7.05M +20,057 New
WP
710
Westmount Partners
California
$7.04M +$7.04M +20,040 New
UW
711
Unique Wealth
Florida
$7.04M +$7.04M +20,033 New
AIP
712
Almanack Investment Partners
Pennsylvania
$7M +$7M +19,937 New
BAM
713
Belpointe Asset Management
Nevada
$6.98M -$3.7M -10,544 -35%
AF
714
Affiance Financial
Minnesota
$6.95M -$529K -1,505 -7%
FUBT
715
First United Bank & Trust
Maryland
$6.92M -$39.3K -112 -0.6%
ECM
716
Evergreen Capital Management
Washington
$6.86M +$493K +1,402 +8%
SFS
717
Security Financial Services
Indiana
$6.82M +$976K +2,777 +17%
CWM
718
Connecticut Wealth Management
Connecticut
$6.77M +$3.38M +9,616 +100%
HP
719
Hikari Power
Japan
$6.75M – – –
WB
720
WesBanco Bank
West Virginia
$6.73M +$1.09M +3,101 +19%
CA
721
Claro Advisors
Massachusetts
$6.72M +$1.18M +3,365 +21%
LWP
722
Laurel Wealth Planning
Minnesota
$6.67M +$95.6K +272 +1%
XS
723
XR Securities
Illinois
$6.66M +$6.66M +18,965 New
EC
724
EdgeRock Capital
Colorado
$6.65M -$38M -108,279 -85%
GWM
725
Greenhouse Wealth Management
Connecticut
$6.62M +$950K +2,705 +17%
27 28
29
30 31