VOO icon

Vanguard S&P 500 ETF
VOO

Overview Fund Activity

904 hedge funds and large institutions have $40.8B invested in Vanguard S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 394 increasing their positions, 263 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
904
Holders Change
+30
Holders Change %
+3.43%
% of All Funds
20.72%
Holding in Top 10
176
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
4.03%
New
76
Increased
394
Reduced
263
Closed
37
Calls
$57.4M
Puts
$47.7M
Net Calls
+$9.66M
Net Calls Change
+$164K

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$153M
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$141M
3
Morgan Stanley
Morgan Stanley
New York
+$93.2M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$71.6M
5
AssetMark Inc
AssetMark Inc
California
+$70.7M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$805M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$179M
3
S
Schroders
United Kingdom
-$174M
4
IL
Investure LLC
Virginia
-$159M
5
GT
Glenmede Trust
Pennsylvania
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
THWM
726
Taylor Hoffman Wealth Management
Virginia
$320K +$70.8K +284 +28%
DY
727
Dowling & Yahnke
California
$319K -$298K -1,196 -48%
AA
728
Apriem Advisors
California
$318K +$318K +1,276 New
1IA
729
1834 Investment Advisors
Wisconsin
$317K – – –
FTC
730
Farmers Trust Company
Ohio
$315K – – –
BWA
731
BDO Wealth Advisors
Florida
$311K +$286K +1,148 +1,148%
NGA
732
Naples Global Advisors
Florida
$305K – – –
SIA
733
Starfire Investment Advisers
Michigan
$300K +$1.25K +5 +0.4%
EWA
734
EP Wealth Advisors
California
$300K +$24.9K +100 +9%
TL
735
TrueWealth LLC
Georgia
$300K +$42.3K +169 +16%
CC
736
Capital Counsel
New York
$299K – – –
RP
737
Rice Partnership
Hawaii
$299K +$299K +1,199 New
RM
738
Resource Management
Louisiana
$298K +$7.73K +31 +3%
CAC
739
Certified Advisory Corp
Florida
$296K +$750 +3 +0.3%
WAOTB
740
Wealth Advisors of Tampa Bay
Florida
$295K +$6.25K +25 +2%
PWW
741
Pettyjohn Wood & White
Virginia
$293K – – –
GC
742
Grimes & Company
Massachusetts
$293K +$14.2K +57 +5%
DMC
743
Drexel Morgan & Co
Pennsylvania
$292K -$9.98K -40 -3%
BTNA
744
Bremer Trust National Association
Minnesota
$291K -$8.73K -35 -3%
EWM
745
Empirical Wealth Management
Washington
$290K -$49.3K -198 -15%
AF
746
Allworth Financial
California
$290K +$205K +822 +242%
OCM
747
Orser Capital Management
Texas
$290K +$290K +1,130 New
SFG
748
SNS Financial Group
Minnesota
$287K +$30.1K +121 +12%
SFM
749
Signet Financial Management
New Jersey
$286K -$25.7K -103 -8%
CHA
750
Cooper/Haims Advisors
New York
$286K +$286K +1,147 New
28 29
30
31 32