VOO icon

Vanguard S&P 500 ETF
VOO

Overview Fund Activity

1,071 hedge funds and large institutions have $40.6B invested in Vanguard S&P 500 ETF in 2018 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 446 increasing their positions, 254 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,071
Holders Change
+129
Holders Change %
+13.69%
% of All Funds
23.9%
Holding in Top 10
215
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+18.13%
% of All Funds
4.8%
New
205
Increased
446
Reduced
254
Closed
67
Calls
$37.2M
Puts
$30.3M
Net Calls
+$6.91M
Net Calls Change
+$23.2M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$229M
2
CSIA
Charles Schwab Investment Advisory
California
+$179M
3
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$175M
4
Morgan Stanley
Morgan Stanley
New York
+$139M
5
MB
Mizuho Bank
Japan
+$138M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$3.28B
2
CWM
Cornerstone Wealth Management
Missouri
-$353M
3
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$297M
4
SS
Simplicity Solutions
Minnesota
-$244M
5
Goldman Sachs
Goldman Sachs
New York
-$237M
Name Holding Trade Value Shares
Change 		Shares
Change %
Toronto Dominion Bank
801
Toronto Dominion Bank
Ontario, Canada
$445K +$217K +946 +96%
CB
802
Community Bank
New York
$441K +$5.05K +22 +1%
DY
803
Dowling & Yahnke
California
$440K – – –
BHIA
804
Birch Hill Investment Advisors
Massachusetts
$439K +$2.07K +9 +0.5%
VCM
805
Violich Capital Management
California
$438K +$50.6K +220 +13%
FAB
806
First American Bank
Illinois
$437K -$6.67K -29 -2%
1SB
807
1ST Source Bank
Indiana
$437K – – –
1WA
808
180 Wealth Advisors
Washington
$437K – – –
SWM
809
Segment Wealth Management
Texas
$437K +$56.6K +246 +15%
BFC
810
Bedel Financial Consulting
Indiana
$436K – – –
MWA
811
MFA Wealth Advisors
Pennsylvania
$434K – – –
WP
812
WealthShield Partners
North Carolina
$433K +$27.8K +121 +7%
MWM
813
Meridian Wealth Management
Kentucky
$430K +$209K +910 +94%
CCM
814
Carlson Capital Management
Minnesota
$425K +$425K +1,849 New
RWA
815
River Wealth Advisors
Pennsylvania
$424K – – –
TIM
816
Tortoise Investment Management
New York
$423K -$9.19K -40 -2%
DWA
817
Douglass Winthrop Advisors
New York
$421K +$4.14K +18 +1%
CCP
818
Corient Capital Partners
California
$419K +$419K +1,823 New
AWM
819
Alterna Wealth Management
Texas
$419K +$419K +1,885 New
JCM
820
Janney Capital Management
Pennsylvania
$415K +$415K +1,804 New
OMC
821
Old Mission Capital
Illinois
$414K +$414K +1,800 New
SWA
822
SFMG Wealth Advisors
Texas
$412K – – –
DOA
823
D'Orazio & Associates
Virginia
$408K +$80.5K +350 +25%
SC
824
Savant Capital
Illinois
$403K – – –
BBA
825
BLB&B Advisors
Pennsylvania
$402K – – –
31 32
33
34 35