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
1
JPMorgan Chase & Co
New York
$9.22B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$894M
3
CM
3
Churchill Management
California
$370M
4
Bank of America
4
Bank of America
North Carolina
$8.9B
5
NAM
5
Nissay Asset Management
Japan
$280M

Top Sellers

1
SCP
1
Syntal Capital Partners
Texas
$32.9M
2
SWG
2
Summit Wealth Group
Vermont
$42.6M
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$228M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.47B
5
FSCM
5
Front Street Capital Management
Montana
$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
151
Private Advisor Group
New Jersey
$107M +$4.27M +10,362 +4%
Cetera Investment Advisers
152
Cetera Investment Advisers
Illinois
$105M +$751K +1,844 +0.7%
OIA
153
OneDigital Investment Advisors
Kansas
$105M -$6.34M -15,568 -6%
HI
154
Human Investing
Oregon
$104M +$3.31M +8,136 +3%
BWL
155
Bogart Wealth LLC
Virginia
$103M +$734K +1,802 +0.7%
AWS
156
Atria Wealth Solutions
New York
$103M +$8.25M +20,195 +9%
IC
157
IEQ Capital
California
$102M -$8.01M -19,677 -7%
MPW
158
MA Private Wealth
California
$101M +$614K +1,508 +0.6%
Betterment LLC
159
Betterment LLC
New York
$99.7M +$9.6M +23,567 +11%
LFS
160
Lutz Financial Services
Nebraska
$99M +$3.71M +9,111 +4%
AIM
161
Allen Investment Management
New York
$98.1M -$206K -507 -0.2%
HR
162
Hardy Reed
Mississippi
$97.8M -$155K -380 -0.2%
BCWM
163
Bartlett & Co Wealth Management
Ohio
$97.5M +$1.53M +3,748 +2%
BC
164
Bartlett & Co
Ohio
$97.5M +$1.53M +3,748 +2%
MRC
165
Millburn Ridgefield Corp
New York
$97.4M -$2.07M -5,092 -2%
CCA
166
Catalyst Capital Advisors
New York
$97.4M -$2.07M -5,092 -2%
NFC
167
Northeast Financial Consultants
Connecticut
$95.7M +$4.78M +11,725 +5%
Victory Capital Management
168
Victory Capital Management
Texas
$93.8M +$93M +228,327 +11,626%
FAAM
169
First Ascent Asset Management
Colorado
$92.7M +$2.78M +6,817 +3%
SPIA
170
Steward Partners Investment Advisory
New York
$91.9M +$1.73M +4,242 +2%
Lido Advisors
171
Lido Advisors
California
$91.8M +$1.41M +3,460 +2%
MB
172
Mizuho Bank
Japan
$91.2M – – –
ODIJL
173
One Day In July LLC
Vermont
$91M -$642K -1,577 -0.7%
Brown Advisory
174
Brown Advisory
Maryland
$90.3M +$6.92K +17 +0%
USAA
175
United Services Automobile Association
Texas
$90.1M -$7.66M -18,818 -8%
5 6
7
8 9