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 %
DCM
1976
Donaldson Capital Management
Indiana
$381K +$381K +935 New
KFI
1977
Key Financial Inc
Pennsylvania
$380K +$38.7K +95 +11%
VFPW
1978
Vantage Financial Partners (Wisconsin)
Wisconsin
$380K +$99K +243 +35%
M
1979
MYeCFO
California
$379K -$93.7K -230 -20%
AT
1980
Arden Trust
Delaware
$377K -$49.3K -121 -12%
SGK
1981
Steigerwald Gordon & Koch
Virginia
$376K -$6.11K -15 -2%
VAM
1982
Verity Asset Management
North Carolina
$376K -$345K -847 -48%
BLC
1983
Brown, Lisle/Cummings
Rhode Island
$376K +$367K +902 +4,510%
VDI
1984
Vaughan David Investments
Illinois
$375K +$89.7K +220 +31%
CCM
1985
Chiron Capital Management
Florida
$374K +$8.15K +20 +2%
MSR
1986
Main Street Research
Connecticut
$374K +$374K +914 New
CA
1987
Cornerstone Advisory
Maryland
$372K -$15.9K -39 -4%
PCM
1988
Passive Capital Management
Maryland
$372K – – –
RA
1989
Riversedge Advisors
Delaware
$372K +$3.26K +8 +0.9%
GFA
1990
Gallagher Fiduciary Advisors
Illinois
$372K +$124K +305 +50%
AWA
1991
Archvest Wealth Advisors
California
$371K – – –
CMP
1992
Coston McIsaac & Partners
Maine
$370K +$11.4K +28 +3%
ACM
1993
Advance Capital Management
Michigan
$370K +$53.8K +132 +17%
T
1994
TRUADVICE
Florida
$370K +$370K +902 New
APW
1995
Austin Private Wealth
Texas
$368K -$3.66K -9 -1%
APWA
1996
Atlas Private Wealth Advisors
New Jersey
$368K +$368K +903 New
GGI
1997
Godsey & Gibb Inc
Virginia
$366K -$244K -600 -40%
MIAS
1998
Mason Investment Advisory Services
Virginia
$366K +$125K +306 +52%
AT
1999
Avalon Trust
New Mexico
$365K +$52.9K +130 +17%
DP
2000
Dearborn Partners
Illinois
$364K +$32.6K +80 +10%
78 79
80
81 82