VOO icon

Vanguard S&P 500 ETF
VOO

Overview Fund Activity

1,115 hedge funds and large institutions have $54.3B invested in Vanguard S&P 500 ETF in 2019 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 483 increasing their positions, 319 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,115
Holders Change
+34
Holders Change %
+3.15%
% of All Funds
24.25%
Holding in Top 10
216
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.46%
% of All Funds
4.7%
New
88
Increased
483
Reduced
319
Closed
41
Calls
$77M
Puts
$63.7M
Net Calls
+$13.4M
Net Calls Change
-$38.8M

Top Buyers

1
CI
Clal Insurance
Israel
$424M
2
SS
Simplicity Solutions
Minnesota
$270M
3
AWM
AE Wealth Management
Kansas
$264M
4
Victory Capital Management
Victory Capital Management
Texas
$123M
5
RJA
Raymond James & Associates
Florida
$3.21B

Top Sellers

1
MB
Mizuho Bank
Japan
$0
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
$1.09B
3
SMFG
Sumitomo Mitsui Financial Group
Japan
$0
4
NFC
Northeast Financial Consultants
Connecticut
$4.49M
5
PPFA
Provida Pension Fund Administrator
Chile
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
976
Roundview Capital
New Jersey
$235K +$10.5K +39 +5%
Verition Fund Management
977
Verition Fund Management
Connecticut
$234K +$234K +868 New
LB
978
Landmark Bank
Missouri
$233K – – –
FA
979
FCG Advisors
New Jersey
$231K – – –
KWMG
980
King Wealth Management Group
Florida
$230K -$97.6K -362 -30%
LWM
981
Lyell Wealth Management
California
$229K – – –
PS
982
Portfolio Solutions
Michigan
$229K +$229K +849 New
VCWA
983
Vanguard Capital Wealth Advisors
Colorado
$228K – – –
RCA
984
Reitz Capital Advisors
Michigan
$227K – – –
5L
985
55I LLC
Massachusetts
$227K +$227K +844 New
SFSG
986
Stearns Financial Services Group
North Carolina
$224K -$17.7K -66 -7%
BL
987
BFSG LLC
California
$224K +$224K +833 New
PW
988
Price Wealth
Texas
$223K -$14.2K -53 -6%
KCM
989
Kanawha Capital Management
Virginia
$223K – – –
SAM
990
SignalPoint Asset Management
Missouri
$223K +$223K +829 New
CP
991
Camelot Portfolios
Ohio
$222K – – –
BAS
992
Brown Advisory Securities
Maryland
$222K +$222K +823 New
IF
993
IRON Financial
Illinois
$216K -$64.9K -250 -23%
MOS
994
MGO One Seven
Ohio
$216K -$806 -3 -0.4%
EIP
995
Ellis Investment Partners
Pennsylvania
$215K – – –
CC
996
Callan Capital
California
$214K – – –
MFW
997
Meristem Family Wealth
Minnesota
$214K +$214K +795 New
TWA
998
TCI Wealth Advisors
Arizona
$213K -$69.7K -259 -25%
CHJWM
999
Carlton Hofferkamp & Jenks Wealth Management
Texas
$212K -$1.92K -7 -0.9%
QCM
1000
Quest Capital Management
Texas
$211K +$269 +1 +0.1%
38 39
40
41 42