VOO icon

Vanguard S&P 500 ETF
VOO

Overview Fund Activity

339 hedge funds and large institutions have $10.5B invested in Vanguard S&P 500 ETF in 2014 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 158 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+68
Holders Change %
+25.09%
% of All Funds
9.05%
Holding in Top 10
54
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20%
% of All Funds
1.44%
New
88
Increased
158
Reduced
54
Closed
16
Calls
$46.3M
Puts
$49.1M
Net Calls
-$2.84M
Net Calls Change
+$7.6M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$544M
2
Citigroup
Citigroup
New York
$533M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$110M
4
Vanguard Group
Vanguard Group
Pennsylvania
$498M
5
Morgan Stanley
Morgan Stanley
New York
$334M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$0
2
PPFA
Provida Pension Fund Administrator
Chile
$659M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$0
4
Nomura Asset Management
Nomura Asset Management
Japan
$34.1M
5
JC
JBF Capital
Colorado
$275M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
201
Johnson Investment Counsel
Ohio
$1M -$4.52K -24 -0.4%
ID
202
Integral Derivatives
New York
$999K +$999K +5,300 New
CNB
203
City National Bank
California
$996K +$562K +2,982 +130%
MCTIC
204
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$995K -$864K – –
FNFDCM
205
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$960K +$960K +5,095 New
IH
206
IFC Holdings
Florida
$945K -$1.93M -10,095 -67%
MHIC
207
Marble Harbor Investment Counsel
Massachusetts
$940K +$291K +1,545 +45%
HL
208
HeadInvest LLC
Maine
$907K +$2.07K +11 +0.2%
AHS
209
Aspiriant Holdings S3
California
$885K -$91.2K -484 -9%
GT
210
Glenview Trust
Kentucky
$881K +$881K +4,675 New
MCM
211
Manchester Capital Management
Vermont
$876K – – –
VFS
212
VSR Financial Services
Kansas
$875K -$151K -799 -15%
AT
213
Arden Trust
Delaware
$875K -$107K -570 -11%
BEAM
214
Baker Ellis Asset Management
Washington
$873K +$355K +1,885 +69%
Parallax Volatility Advisers
215
Parallax Volatility Advisers
California
$844K +$844K +4,481 New
BCA
216
Bernzott Capital Advisors
California
$825K +$518K +2,750 +169%
PTC
217
Private Trust Company
Ohio
$814K +$479K +2,544 +143%
HFS
218
HL Financial Services
Kentucky
$813K +$48.4K +257 +6%
WRM
219
Westport Resources Management
Connecticut
$801K +$705K +3,741 +736%
GJIC
220
Gamble Jones Investment Counsel
California
$801K +$801K +4,250 New
SWM
221
SVA Wealth Management
Wisconsin
$796K +$796K +4,223 New
LIM
222
Leavell Investment Management
Alabama
$777K -$113K -600 -13%
MIH
223
Madison Investment Holdings
Wisconsin
$739K +$739K +3,921 New
BSA
224
Braun Stacey Associates
New York
$738K +$97K +515 +15%
MSU
225
Maple Securities USA
New Jersey
$721K +$721K +3,826 New
7 8
9
10 11