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 %
GM
1901
GeoWealth Management
Illinois
$368K +$97.6K +260 +36%
RWA
1902
Rainsberger Wealth Advisors
Colorado
$365K +$1.13K +3 +0.3%
FTDI
1903
First Trust Direct Indexing
Massachusetts
$364K +$364K +969 New
TCM
1904
True Capital Management
California
$363K +$376 +1 +0.1%
FCA
1905
FinTrust Capital Advisors
South Carolina
$363K – – –
ACP
1906
Aviance Capital Partners
Florida
$361K +$105K +280 +41%
LAS
1907
LWM Advisory Services
Florida
$361K +$27.1K +72 +8%
QPWM
1908
Quadrant Private Wealth Management
Pennsylvania
$361K – – –
OMC
1909
Overbrook Management Corp
New York
$360K – – –
CA
1910
Cornerstone Advisory
Maryland
$359K -$51.2K -136 -12%
EIA
1911
Eldridge Investment Advisors
New Hampshire
$358K -$16.5K -44 -4%
AWP
1912
Accretive Wealth Partners
New Jersey
$358K +$35.7K +95 +11%
FMP
1913
Financial Management Professionals
Texas
$357K -$20.5M -54,613 -98%
RIP
1914
RAM Investment Partners
Washington
$357K +$40.2K +107 +13%
AA
1915
Addison Advisors
Vermont
$357K +$325K +863 +1,015%
VF
1916
Virtu Financial
New York
$356K +$356K +946 New
OHWA
1917
Oak Hill Wealth Advisors
Virginia
$356K -$17.3K -46 -5%
SGK
1918
Steigerwald Gordon & Koch
Virginia
$353K -$28.2K -75 -7%
RS
1919
Retirement Solution
Washington
$353K +$353K +938 New
CCG
1920
Coastwise Capital Group
California
$353K -$10.5K -28 -3%
OWM
1921
Opes Wealth Management
California
$351K +$376 +1 +0.1%
CFP
1922
Curran Financial Partners
South Carolina
$350K -$1.13K -3 -0.3%
PA
1923
Perennial Advisors
New York
$350K -$21.1K -56 -6%
VAS
1924
Vestmark Advisory Solutions
Massachusetts
$344K -$4.14K -11 -1%
PCM
1925
Passive Capital Management
Maryland
$344K – – –
75 76
77
78 79