VOO icon

Vanguard S&P 500 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
FIM
1551
Freedom Investment Management
Connecticut
$972K +$972K +2,386 New
CWP
1552
Cyndeo Wealth Partners
Florida
$970K +$4.89K +12 +0.5%
Qube Research & Technologies (QRT)
1553
Qube Research & Technologies (QRT)
United Kingdom
$968K +$837K +10,021 +641%
IF
1554
Integrity Financial
Wyoming
$966K +$29.7K +73 +3%
RPCA
1555
Running Point Capital Advisors
California
$964K
GKWIM
1556
Gerber Kawasaki Wealth & Investment Management
California
$964K +$130K +320 +16%
AW
1557
Alaethes Wealth
Nevada
$964K +$30.1K +74 +3%
IFWM
1558
Institute for Wealth Management
Colorado
$960K +$122K +299 +15%
MSAM
1559
Moloney Securities Asset Management
Missouri
$956K +$77.4K +190 +9%
MIG
1560
McGuire Investment Group
Rhode Island
$954K
FPCG
1561
Fort Pitt Capital Group
Pennsylvania
$952K -$93.7K -230 -9%
JSL
1562
JT Stratford LLC
Georgia
$952K +$120K +294 +14%
CWM
1563
Cherrydale Wealth Management
New Jersey
$951K -$108K -265 -10%
CWA
1564
Centennial Wealth Advisory
Michigan
$943K +$35K +86 +4%
NCM
1565
Northwest Capital Management
Oregon
$943K -$61.5K -151 -6%
CBFP
1566
Cedar Brook Financial Partners
Ohio
$942K +$39.9K +98 +4%
KIA
1567
KCM Investment Advisors
California
$939K +$88K +216 +10%
NWMG
1568
National Wealth Management Group
Ohio
$938K +$13.9K +34 +2%
NWM
1569
NEIRG Wealth Management
Massachusetts
$938K +$13.4K +33 +1%
SSB
1570
Sandy Spring Bank
Maryland
$937K +$211K +517 +29%
FCB
1571
First County Bank
Connecticut
$934K -$324K -795 -26%
RWA
1572
Redhawk Wealth Advisors
Minnesota
$933K +$319K +783 +52%
SPFA
1573
Summit Place Financial Advisors
New Jersey
$928K +$58.6K +144 +7%
RDWM
1574
Red Door Wealth Management
Tennessee
$927K -$15.9K -39 -2%
MWA
1575
Monograph Wealth Advisors
California
$927K