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 %
CCM
876
Coldstream Capital Management
Washington
$297K – – –
FSA
877
Fort Sheridan Advisors
Illinois
$297K +$297K +1,292 New
GWMIA
878
Global Wealth Management Investment Advisory
Florida
$296K +$296K +1,289 New
JA
879
JOYN Advisors
Georgia
$295K – – –
1IA
880
1834 Investment Advisors
Wisconsin
$292K – – –
BWA
881
BDO Wealth Advisors
Florida
$291K +$2.53K +11 +0.9%
BCFS
882
Butensky & Cohen Financial Security
Florida
$291K +$36.8K +160 +14%
OCM
883
Orser Capital Management
Texas
$287K – – –
VWM
884
Valley Wealth Managers
New Jersey
$286K +$286K +1,244 New
NL
885
NWAM LLC
Washington
$282K -$371K -1,617 -57%
BPB
886
Badgley, Phelps & Bell
Washington
$282K +$282K +1,226 New
TL
887
TrueWealth LLC
Georgia
$279K +$2.07K +9 +0.7%
VWM
888
Venturi Wealth Management
Texas
$279K +$279K +1,410 New
SBSB
889
Sullivan, Bruyette, Speros & Blaney
Virginia
$278K -$448K -1,952 -62%
CC
890
Capital Counsel
New York
$276K – – –
AUB
891
Atlantic Union Bankshares
Virginia
$274K -$36.8K -160 -12%
EWM
892
Empirical Wealth Management
Washington
$274K +$11K +48 +4%
WAG
893
Winthrop Advisory Group
Massachusetts
$271K +$271K +1,180 New
DWM
894
Doyle Wealth Management
Florida
$270K -$50.8K -221 -16%
DMC
895
Drexel Morgan & Co
Pennsylvania
$269K – – –
VBFP
896
Valtinson Bruner Financial Planning
Minnesota
$268K +$268K +1,165 New
SQA
897
Simon Quick Advisors
New Jersey
$266K -$256K -1,115 -49%
BWI
898
Beacon Wealthcare Inc
North Carolina
$266K +$266K +1,158 New
FTC
899
Farmers Trust Company
Ohio
$265K -$11.9K -52 -4%
ST
900
Sentinel Trust
Texas
$265K – – –
34 35
36
37 38