VOO icon

Vanguard S&P 500 ETF
VOO

Overview Fund Activity

1,738 hedge funds and large institutions have $103B invested in Vanguard S&P 500 ETF in 2021 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 792 increasing their positions, 537 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,738
Holders Change
+44
Holders Change %
+2.6%
% of All Funds
30.34%
Holding in Top 10
382
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.26%
% of All Funds
6.67%
New
136
Increased
792
Reduced
537
Closed
75
Calls
$452M
Puts
$1.46B
Net Calls
-$1.01B
Net Calls Change
-$975M

Top Buyers

1
CS
Credit Suisse
Switzerland
$834M
2
APF
Alaska Permanent Fund
Alaska
$856M
3
Vanguard Group
Vanguard Group
Pennsylvania
$5.9B
4
RJA
Raymond James & Associates
Florida
$7.08B
5
Citigroup
Citigroup
New York
$423M

Top Sellers

1
FP
Financial Perspectives
Minnesota
$2.14M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
$258M
3
MSL
Mackay Shields LLC
New York
$393M
4
DILIC
Dai-ichi Life Insurance Company
Japan
$0
5
Franklin Resources
Franklin Resources
California
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
1701
Costello Asset Management
Pennsylvania
$25K – – –
ZC
1702
Zeit Capital
Colorado
$24K – – –
FM
1703
Family Management
New York
$23K – – –
HWM
1704
HighMark Wealth Management
Minnesota
$23K +$8.58K +22 +59%
JHCP
1705
Jackson Hole Capital Partners
Oklahoma
$22K +$22K +56 New
PIP
1706
Peachtree Investment Partners
Florida
$21K -$18.3K -47 -47%
DWA
1707
Delos Wealth Advisors
Texas
$19K +$19K +49 New
KIG
1708
Kessler Investment Group
Indiana
$16K – – –
FCAS
1709
First Command Advisory Services
Texas
$16K +$1.17K +3 +8%
SCA
1710
Stuart Chaussee & Associates
California
$14K +$14K +36 New
WQ
1711
Wealth Quarterback
New Jersey
$13K +$13K +31 New
BWP
1712
Baldwin Wealth Partners
Massachusetts
$13K +$13K +32 New
T2I
1713
Turim 21 Investimentos
Brazil
$13K +$13K +32 New
HI
1714
Hoey Investments
Pennsylvania
$11K – – –
OAJ
1715
Ogorek Anthony Joseph
New York
$11K – – –
CAGAS
1716
Capital Advisory Group Advisory Services
Minnesota
$11K – – –
PSIWM
1717
Paradigm Strategies in Wealth Management
Minnesota
$11K – – –
SFC
1718
SYM Financial Corp
Indiana
$11K +$10.6K +28 +2,800%
LGWM
1719
Litman Gregory Wealth Management
California
$10.5K -$6.24K -6,241 -37%
CYG
1720
Clean Yield Group
Vermont
$10K +$10K +26 New
BC
1721
Barnett & Company
Tennessee
$9K -$12.7K -31 -58%
EWM
1722
Elmwood Wealth Management
California
$9K – – –
CFN
1723
Cordasco Financial Network
Florida
$7K – – –
GTAM
1724
Global Trust Asset Management
Florida
$7K +$1.65K +4 +31%
BU
1725
BBVA USA
Alabama
$6K +$6K +15 New
67 68
69
70 71