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

Top Sellers

1
SCP
Syntal Capital Partners
Texas
$32.9M
2
SWG
Summit Wealth Group
Vermont
$42.6M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$228M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.47B
5
FSCM
Front Street Capital Management
Montana
$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACG
2151
Allen Capital Group
Nebraska
$247K +$1.63K +4 +0.7%
EFMH
2152
E Fund Management (HK)
Hong Kong
$246K +$192K +473 +358%
EFM
2153
E Fund Management
China
$246K +$246K +605 New
VPIM
2154
Vanguard Personalized Indexing Management
California
$246K +$246K +604 New
MWP
2155
MYCIO Wealth Partners
Pennsylvania
$244K -$4.48K -11 -2%
LCM
2156
Lunt Capital Management
Utah
$244K +$244K +598 New
WAM
2157
Weatherly Asset Management
California
$243K – – –
BWL
2158
Beacon Wealthcare LLC
North Carolina
$243K – – –
LI
2159
Lafayette Investments
Maryland
$242K – – –
SSWM
2160
Strait & Sound Wealth Management
California
$242K -$268K -659 -53%
GWM
2161
GDS Wealth Management
Texas
$242K +$242K +594 New
PFG
2162
Prosperity Financial Group
California
$241K -$777K -1,909 -76%
OWA
2163
One Wealth Advisors
California
$240K +$8.55K +21 +4%
LC
2164
Lincoln Capital
Nebraska
$240K +$2.04K +5 +0.9%
VWM
2165
Valley Wealth Managers
New Jersey
$239K – – –
SPWG
2166
Syntegra Private Wealth Group
Missouri
$238K +$238K +584 New
IWM
2167
Integris Wealth Management
California
$237K -$21.6K -53 -8%
HWA
2168
Heritage Wealth Advisors
Virginia
$237K – – –
EP
2169
Essential Planning
New Hampshire
$236K +$4.08K +10 +2%
WIM
2170
Westside Investment Management
California
$236K – – –
DFA
2171
DHJJ Financial Advisors
Illinois
$236K – – –
KOCAA
2172
Knights of Columbus Asset Advisors
Connecticut
$236K -$11K -27 -4%
BWA
2173
BlueSky Wealth Advisors
North Carolina
$236K +$236K +579 New
AP
2174
Appleton Partners
Massachusetts
$235K -$4.48K -11 -2%
OPPS
2175
Obsidian Personal Planning Solutions
Maryland
$235K +$235K +576 New
85 86
87
88 89