VOO icon

Vanguard S&P 500 ETF
VOO

Overview Fund Activity

1,790 hedge funds and large institutions have $108B invested in Vanguard S&P 500 ETF in 2021 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 834 increasing their positions, 548 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,790
Holders Change
+52
Holders Change %
+2.99%
% of All Funds
31.44%
Holding in Top 10
391
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+2.36%
% of All Funds
6.87%
New
128
Increased
834
Reduced
548
Closed
51
Calls
$285M
Puts
$1.11B
Net Calls
-$829M
Net Calls Change
+$184M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$677M
2
AIA
Angeles Investment Advisors
California
+$538M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$526M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$480M
5
Franklin Resources
Franklin Resources
California
+$392M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
-$855M
2
PPA
Parametric Portfolio Associates
Washington
-$221M
3
PVH
Psagot Value Holdings
Israel
-$192M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$107M
5
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
776
Johnson Investment Counsel
Ohio
$3.32M +$112K +282 +3%
LWM
777
Liberty Wealth Management
California
$3.3M +$18.1K +46 +0.6%
CA
778
Claro Advisors
Massachusetts
$3.29M +$187K +474 +6%
NWS
779
Newport Wealth Strategies
California
$3.28M -$15.4K -39 -0.5%
KWM
780
Keebeck Wealth Management
Illinois
$3.27M -$28.6M -72,183 -90%
TFA
781
Teamwork Financial Advisors
Texas
$3.26M -$42.2K -107 -1%
TCOO
782
Trust Company of Oklahoma
Oklahoma
$3.25M -$235K -597 -7%
MCG
783
McCollum Christoferson Group
New York
$3.25M -$106K -270 -3%
JGUA
784
John G. Ullman & Associates
New York
$3.25M +$760K +1,928 +31%
WLIM
785
White Lighthouse Investment Management
Massachusetts
$3.24M +$154K +391 +5%
PFS
786
Prospera Financial Services
Texas
$3.24M +$86K +218 +3%
FPTW
787
Franklin, Parlapiano, Turner & Welch
Texas
$3.23M -$9.86K -25 -0.3%
NB
788
Nicolet Bankshares
Wisconsin
$3.23M +$353K +895 +12%
FPCM
789
Financial Partners Capital Management
New York
$3.22M +$63.1K +160 +2%
KA
790
Klingman & Associates
New York
$3.22M +$49.7K +126 +2%
RIG
791
Roosevelt Investment Group
New York
$3.22M – – –
IA
792
IFG Advisors
Missouri
$3.22M +$1.09M +2,760 +51%
MFG
793
Merit Financial Group
Georgia
$3.2M +$14.6K +37 +0.5%
WPP
794
Whalerock Point Partners
Rhode Island
$3.2M – – –
FFWM
795
Future Financial Wealth Management
Ohio
$3.2M – – –
PWMAG
796
Pinnacle Wealth Management Advisory Group
New Jersey
$3.2M +$460K +1,167 +17%
BWAM
797
Boyd Watterson Asset Management
Ohio
$3.19M – – –
MGWM
798
Marks Group Wealth Management
Minnesota
$3.16M +$2.8M +7,092 +783%
S
799
Surevest
California
$3.15M -$21.7K -55 -0.7%
BCP
800
Berkeley Capital Partners
Georgia
$3.15M +$2.89M +7,321 +1,116%
30 31
32
33 34