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
JPMorgan Chase & Co
New York
+$5.61B
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$417M
3
CM
Churchill Management
California
+$370M
4
Bank of America
Bank of America
North Carolina
+$370M
5
NAM
Nissay Asset Management
Japan
+$280M

Top Sellers

1
SCP
Syntal Capital Partners
Texas
-$33.3B
2
SWG
Summit Wealth Group
Vermont
-$16B
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$15.8B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$10.8B
5
FSCM
Front Street Capital Management
Montana
-$380M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
1876
NTV Asset Management
West Virginia
$473K +$2.04K +5 +0.4%
SKK
1877
Shepherd Kaplan Krochuk
Massachusetts
$473K -$111K -273 -19%
DCBT
1878
Dakota Community Bank & Trust
North Dakota
$468K – – –
LHWM
1879
Lake Hills Wealth Management
Texas
$466K -$6.51K -16 -1%
EGA
1880
Eagle Global Advisors
Texas
$465K -$2.04K -5 -0.4%
APF
1881
Alaska Permanent Fund
Alaska
$464K +$464K +1,139 New
BA
1882
Bridge Advisory
California
$463K +$463K +1,137 New
EWM
1883
Executive Wealth Management
Michigan
$460K +$16.3K +40 +4%
IF
1884
Ironwood Financial
Arizona
$460K – – –
3F
1885
360 Financial
Minnesota
$460K – – –
FA
1886
Financial Advisors
Massachusetts
$459K – – –
CD
1887
Chapin Davis
Maryland
$459K -$40.8K -100 -8%
RFG
1888
Range Financial Group
Oregon
$458K – – –
MW
1889
MBL Wealth
North Carolina
$457K -$26.5K -65 -5%
WA
1890
Wealth Advisors
California
$456K +$456K +1,114 New
NA
1891
Nottingham Advisors
New York
$456K – – –
IWS
1892
Insight Wealth Strategies
California
$456K -$6.92K -17 -1%
FAG
1893
Fortitude Advisory Group
Washington
$456K -$7.74K -19 -2%
AWM
1894
Atticus Wealth Management
Florida
$453K +$330K +810 +267%
ERWM
1895
Elk River Wealth Management
Colorado
$453K – – –
LF
1896
Lee Financial
Texas
$452K -$218K -533 -33%
MA
1897
MONECO Advisors
Connecticut
$451K -$407 -1 -0.1%
MTIC
1898
Missouri Trust & Investment Company
Missouri
$451K -$10.2K -25 -2%
BAM
1899
Bayshore Asset Management
Florida
$449K – – –
CAM
1900
Campion Asset Management
Virginia
$448K – – –
74 75
76
77 78