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 %
CWA
1326
Clearview Wealth Advisors
Oregon
$1.68M -$21.6K -53 -1%
WA
1327
WBH Advisory
Maryland
$1.68M -$407 -1 -0%
EGA
1328
E&G Advisors
Texas
$1.68M – – –
TSWM
1329
Tyler-Stone Wealth Management
Ohio
$1.66M +$1.66M +4,085 New
ECG
1330
EPIQ Capital Group
California
$1.66M – – –
SW
1331
Simplicity Wealth
New Jersey
$1.66M +$4.48K +11 +0.3%
HS
1332
Horan Securities
United States
$1.66M -$1.63K -4 -0.1%
HIA
1333
HTG Investment Advisors
Connecticut
$1.66M +$131K +322 +9%
AFG
1334
AFS Financial Group
Maryland
$1.66M -$584K -1,435 -26%
PGA
1335
Portland Global Advisors
Maine
$1.65M – – –
GSEP
1336
Golden State Equity Partners
California
$1.65M +$1.65M +4,040 New
CWM
1337
Cedar Wealth Management
California
$1.64M +$114K +280 +7%
RTC
1338
Riverview Trust Company
Washington
$1.64M -$2.44K -6 -0.1%
IWA
1339
Intercontinental Wealth Advisors
Texas
$1.64M +$259K +635 +19%
AWA
1340
Aaron Wealth Advisors
Illinois
$1.63M – – –
VC
1341
Veery Capital
Delaware
$1.62M +$56.2K +138 +4%
VCM
1342
Violich Capital Management
California
$1.61M -$32.6K -80 -2%
IW
1343
Imprint Wealth
South Carolina
$1.61M -$17.2K -42 -1%
RWM
1344
Ritholtz Wealth Management
New York
$1.61M +$93.7K +230 +6%
BMM
1345
Buffington Mohr McNeal
Idaho
$1.6M -$23.2K -57 -1%
1WM
1346
1900 Wealth Management
Texas
$1.6M +$223K +547 +16%
NFG
1347
Northeast Financial Group
Pennsylvania
$1.6M -$1.57M -3,849 -50%
EF
1348
Empowered Funds
Pennsylvania
$1.6M -$4.01M -9,849 -72%
EST
1349
EA Series Trust
Pennsylvania
$1.6M +$1.6M +3,919 New
RIA
1350
Realta Investment Advisors
Delaware
$1.59M -$255K -625 -14%
52 53
54
55 56