VOO icon

Vanguard S&P 500 ETF

1,790 hedge funds and large institutions have $108B invested in Vanguard S&P 500 ETF in 2021 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 834 increasing their positions, 548 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,790
Holders Change
+52
Holders Change %
+2.99%
% of All Funds
31.44%
Holding in Top 10
391
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+2.36%
% of All Funds
6.87%
New
128
Increased
834
Reduced
548
Closed
51
Calls
$285M
Puts
$1.11B
Net Calls
-$829M
Net Calls Change
+$184M
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
1726
McCarthy Asset Management
California
$49K
TF
1727
TimeScale Financial
Massachusetts
$49K
AC
1728
AlphaCore Capital
California
$46K +$46K +117 New
FFA
1729
Freedman Financial Associates
Massachusetts
$45K
STCOSD
1730
Sageworth Trust Company of South Dakota
South Dakota
$42K
KFS
1731
Kelly Financial Services
Massachusetts
$41.9K -$16.4M -41,522 -100%
M
1732
MOTCO
Texas
$41K +$41K +103 New
CFA
1733
Cahill Financial Advisors
Minnesota
$41K +$41K +103 New
JWBC
1734
John W. Brooker & Co
California
$38K
SMG
1735
Spectrum Management Group
Indiana
$37K
FCMT
1736
Founders Capital Management (Texas)
Texas
$37K +$37K +94 New
SC
1737
SouthState Corp
Florida
$35K
LWCFA
1738
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35K
SFP
1739
Sterling Financial Planning
New Jersey
$34K +$395 +1 +1%
TCWA
1740
Ten Capital Wealth Advisors
Washington
$34K +$3.2K +8 +10%
MAWCM
1741
Mine & Arao Wealth Creation & Management
California
$32K
SIAP
1742
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$32K +$32K +80 New
LF
1743
Lee Financial
Texas
$31K
LCM
1744
Logan Capital Management
Pennsylvania
$30K
HFA
1745
HC Financial Advisors
California
$29K
WAS
1746
Winch Advisory Services
Wisconsin
$29K
DAM
1747
Delta Asset Management
Tennessee
$28K
CP
1748
Corbenic Partners
Pennsylvania
$28K
GCM
1749
Garland Capital Management
Washington
$28K
ZB
1750
Zions Bancorporation
Utah
$27K