VOO icon

Vanguard S&P 500 ETF
VOO

Overview Fund Activity

2,371 hedge funds and large institutions have $130B invested in Vanguard S&P 500 ETF in 2023 Q2 according to their latest regulatory filings, with 205 funds opening new positions, 989 increasing their positions, 815 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,371
Holders Change
+94
Holders Change %
+4.13%
% of All Funds
37.39%
Holding in Top 10
555
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+7.35%
% of All Funds
8.75%
New
205
Increased
989
Reduced
815
Closed
88
Calls
$836M
Puts
$574M
Net Calls
+$262M
Net Calls Change
+$35.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$5.61B
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$417M
3
CM
Churchill Management
California
+$370M
4
Bank of America
Bank of America
North Carolina
+$370M
5
NAM
Nissay Asset Management
Japan
+$280M

Top Sellers

1
SCP
Syntal Capital Partners
Texas
-$33.3B
2
SWG
Summit Wealth Group
Vermont
-$16B
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$15.8B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$10.8B
5
FSCM
Front Street Capital Management
Montana
-$380M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
1001
Tanager Wealth Management
United Kingdom
$3.9M +$380K +930 +11%
LC
1002
Lindbrook Capital
California
$3.87M -$407 -1 -0%
TBWA
1003
Three Bridge Wealth Advisors
California
$3.86M +$1.3M +3,180 +51%
Chevy Chase Trust
1004
Chevy Chase Trust
Maryland
$3.86M -$42K -103 -1%
BFEC
1005
Benjamin F. Edwards & Company
Missouri
$3.85M -$43.2K -106 -1%
Mackenzie Financial
1006
Mackenzie Financial
Ontario, Canada
$3.85M -$1.53M -3,744 -28%
MA
1007
Mosaic Advisors
Texas
$3.82M +$3.82M +9,370 New
FNC
1008
First National Corp
Massachusetts
$3.82M +$4.48K +11 +0.1%
FFA
1009
Fi3 Financial Advisors
Indiana
$3.8M -$297K -729 -7%
BONH
1010
Bank of New Hampshire
New Hampshire
$3.8M +$48.5K +119 +1%
ACM
1011
Anfield Capital Management
California
$3.79M -$92.5K -227 -2%
WMA
1012
West Michigan Advisors
Michigan
$3.78M +$393K +964 +12%
GIA
1013
Goodwin Investment Advisory
Georgia
$3.77M +$58.2K +143 +2%
PSCM
1014
Per Stirling Capital Management
Texas
$3.76M +$2.36M +5,788 +168%
VCM
1015
Vivaldi Capital Management
Illinois
$3.76M -$128K -315 -3%
ES
1016
Eagle Strategies
New York
$3.74M -$244K -599 -6%
GCM
1017
Genus Capital Management
British Columbia, Canada
$3.72M +$3.72M +9,134 New
CS
1018
Cannell & Spears
New York
$3.71M +$50.9K +125 +1%
HKIMG
1019
Hutchens & Kramer Investment Management Group
Indiana
$3.69M +$832K +2,044 +29%
CWM
1020
Capital Wealth Management
Rhode Island
$3.68M -$62.3K -153 -2%
CCB
1021
Cutter & Co Brokerage
Missouri
$3.67M +$101K +249 +3%
VCP
1022
Vista Capital Partners
Oregon
$3.66M +$285K +699 +8%
AIM
1023
AMI Investment Management
Indiana
$3.65M +$108K +265 +3%
GWA
1024
GGM Wealth Advisors
Maryland
$3.64M +$3.64M +8,961 New
HIIFS
1025
Harel Insurance Investments & Financial Services
Israel
$3.64M -$9.9M -24,460 -73%
39 40
41
42 43