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 %
TFA
2276
Transamerica Financial Advisors
Florida
$1K -$1K -1 -50%
HCP
2277
Hexagon Capital Partners
Arkansas
$768 – – –
TC
2278
Truvestments Capital
Florida
$752 – – –
LWA
2279
Lowe Wealth Advisors
Maryland
$752 +$752 +2 New
CM
2280
Cornerstone Management
Georgia
$377 – – –
CSWG
2281
Cardinal Strategic Wealth Guidance
Kentucky
$376 +$376 +1 New
DI
2282
Disciplined Investments
Oklahoma
$301 – – –
FGAM
2283
Financial Gravity Asset Management
Texas
$141 +$141 +376 New
Calamos Advisors
2284
Calamos Advisors
Illinois
– -$471M -1,340,747 Closed
NAM
2285
Nissay Asset Management
Japan
– -$271M -770,774 Closed
DGAM
2286
Desjardins Global Asset Management
Quebec, Canada
– -$125M -354,711 Closed
LGWM
2287
Litman Gregory Wealth Management
California
– -$67.2M -191,190 Closed
JWWM
2288
Johnson & White Wealth Management
Pennsylvania
– -$2.43M -138,027 Closed
SG
2289
StoneX Group
New York
– -$47.1M -133,949 Closed
SWM
2290
SigFig Wealth Management
California
– -$25.3M -62,769 Closed
HAS
2291
HBW Advisory Services
California
– -$55K -59,851 Closed
IMC Chicago
2292
IMC Chicago
Illinois
– -$19.2M -54,524 Closed
VanEck Associates
2293
VanEck Associates
New York
– -$13.3M -37,712 Closed
WCG
2294
Wall Capital Group
Arizona
– -$10.5M -28,923 Closed
SC
2295
SRB Corp
Massachusetts
– -$9.96M -28,362 Closed
AAM
2296
AMI Asset Management
California
– -$8.76M -24,935 Closed
PCM
2297
Piedmont Capital Management
Montana
– -$8.64M -24,598 Closed
IWA
2298
IVC Wealth Advisors
Pennsylvania
– -$8K -24,360 Closed
RCIM
2299
Red Cedar Investment Management
Michigan
– -$8.41M -23,940 Closed
HJGA
2300
Hardman Johnston Global Advisors
Connecticut
– -$7.68M -21,854 Closed
90 91
92
93 94