VOO icon

Vanguard S&P 500 ETF
VOO

Overview Fund Activity

2,277 hedge funds and large institutions have $110B invested in Vanguard S&P 500 ETF in 2023 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 993 increasing their positions, 835 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,277
Holders Change
+22
Holders Change %
+0.98%
% of All Funds
36.44%
Holding in Top 10
517
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-1.71%
% of All Funds
8.27%
New
162
Increased
993
Reduced
835
Closed
92
Calls
$1.05B
Puts
$820M
Net Calls
+$226M
Net Calls Change
+$131M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.7B
2
Bank of America
Bank of America
North Carolina
+$410M
3
AIA
Angeles Investment Advisors
California
+$383M
4
Truist Financial
Truist Financial
North Carolina
+$358M
5
Goldman Sachs
Goldman Sachs
New York
+$327M

Top Sellers

1
Calamos Advisors
Calamos Advisors
Illinois
-$471M
2
NAM
Nissay Asset Management
Japan
-$271M
3
HNB
Huntington National Bank
Ohio
-$160M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$126M
5
DGAM
Desjardins Global Asset Management
Quebec, Canada
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
1626
Peterson Wealth Advisors
Utah
$643K – – –
GCP
1627
Gill Capital Partners
Colorado
$643K -$13.5K -36 -2%
MFA
1628
Morling Financial Advisors
California
$643K +$272K +724 +74%
WWM
1629
Windsor Wealth Management
Indiana
$641K -$48.2K -128 -7%
BFM
1630
Broadview Financial Management
Wisconsin
$639K +$2.63K +7 +0.4%
NHT
1631
New Hampshire Trust
New Hampshire
$637K -$2.28M -6,055 -78%
AWM
1632
Axxcess Wealth Management
California
$637K -$766K -2,036 -55%
WFA
1633
Wade Financial Advisory
California
$637K – – –
QC
1634
Quent Capital
New York
$635K -$43.1K -115 -6%
RSVP
1635
Ramsay Stattman Vela & Price
Colorado
$633K +$752 +2 +0.1%
IWN
1636
Independent Wealth Network
Iowa
$632K +$120K +318 +23%
IIA
1637
IPG Investment Advisors
California
$630K +$32K +85 +5%
AWS
1638
Arkfeld Wealth Strategies
Nebraska
$629K +$244K +649 +64%
AWM
1639
Accel Wealth Management
Iowa
$627K -$106K -283 -15%
SFG
1640
Synergy Financial Group
California
$624K +$59.4K +158 +11%
TC
1641
Telemus Capital
Michigan
$623K +$208K +552 +50%
TFGT
1642
TS Financial Group (TSFG)
Illinois
$621K +$20.7K +55 +3%
WCM
1643
Washburn Capital Management
Florida
$619K -$22.2K -59 -3%
BC
1644
Barrett & Company
Rhode Island
$619K -$5.64K -15 -0.9%
FFL
1645
Financial Freedom LLC
Ohio
$619K +$376 +1 +0.1%
CAM
1646
Clark Asset Management
New Hampshire
$618K +$344K +916 +126%
FAP
1647
Financial Advisory Partners
Florida
$618K +$11.7K +31 +2%
LF
1648
Lee Financial
Texas
$616K -$130K -345 -17%
SI
1649
Shaker Investments
Ohio
$615K +$19.6K +52 +3%
LPIC
1650
LeJeune Puetz Investment Counsel
Michigan
$613K +$244K +650 +66%
64 65
66
67 68