VOO icon

Vanguard S&P 500 ETF
VOO

Overview Fund Activity

2,655 hedge funds and large institutions have $152B invested in Vanguard S&P 500 ETF in 2023 Q4 according to their latest regulatory filings, with 364 funds opening new positions, 1,255 increasing their positions, 771 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,655
Holders Change
+256
Holders Change %
+10.67%
% of All Funds
38.92%
Holding in Top 10
627
Holding in Top 10 Change
+70
Holding in Top 10 Change %
+12.57%
% of All Funds
9.19%
New
364
Increased
1,255
Reduced
771
Closed
71
Calls
$1.03B
Puts
$791M
Net Calls
+$238M
Net Calls Change
-$57.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$15.8B
2
Goldman Sachs
Goldman Sachs
New York
$6.58B
3
Cerity Partners
Cerity Partners
New York
$1.22B
4
Vanguard Group
Vanguard Group
Pennsylvania
$9.98B
5
Wolverine Trading
Wolverine Trading
Illinois
$694M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.74B
2
FA
Fiducient Advisors
Illinois
$52.8M
3
UCFA
United Capital Financial Advisors
Texas
$883M
4
CI
Clal Insurance
Israel
$33.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.49B
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
251
Trevian Wealth Management
Massachusetts
$63.2M +$4.73M +10,835 +8%
EWM
252
Evermay Wealth Management
Virginia
$62.2M -$1.71M -3,925 -3%
AWM
253
Angeles Wealth Management
California
$62.2M +$2.8M +6,420 +5%
BB
254
Bell Bank
North Dakota
$62.1M +$9.54M +21,833 +18%
WB
255
Webster Bank
Connecticut
$61.9M +$2.13M +4,879 +4%
PCP
256
Proficio Capital Partners
Massachusetts
$61.8M -$5.32M -12,174 -8%
FU
257
Fairfield University
Connecticut
$61.8M +$256K +587 +0.4%
HCM
258
Hollencrest Capital Management
California
$61.5M +$1.68M +3,857 +3%
ICG
259
InterOcean Capital Group
Tennessee
$61.3M +$23.2M +53,191 +61%
FA
260
FDx Advisors
Illinois
$60.7M -$2.39M -5,473 -4%
AI
261
Atria Investments
North Carolina
$60.5M +$10.7M +24,470 +21%
New York State Common Retirement Fund
262
New York State Common Retirement Fund
New York
$59.4M +$35.1M +80,459 +145%
RWB
263
RMR Wealth Builders
New Jersey
$59.4M +$3.08M +7,046 +5%
HCC
264
Hirtle Callaghan & Co
Pennsylvania
$59.1M -$4.23M -9,680 -7%
Comerica Bank
265
Comerica Bank
Texas
$59M +$10.6M +24,330 +22%
RH
266
RFG Holdings
Texas
$58.6M +$2.28M +5,205 +4%
AO
267
Advisor OS
Illinois
$58M +$2.88M +6,586 +5%
LFG
268
Larson Financial Group
Missouri
$57.8M +$3.6M +8,244 +7%
SC
269
Stephens Consulting
Michigan
$57.7M +$3M +6,875 +5%
HWM
270
HB Wealth Management
Georgia
$57.6M +$30.7M +70,331 +114%
SCA
271
Scott Capital Advisors
Oregon
$57.4M -$662K -1,516 -1%
MNG
272
Manning & Napier Group
New York
$57.3M -$53.1M – –
FPTW
273
Franklin, Parlapiano, Turner & Welch
Texas
$56.6M -$215K -493 -0.4%
WT
274
Washington Trust
Rhode Island
$56.4M -$8.37M -19,160 -13%
SWM
275
Selective Wealth Management
Virginia
$56.2M +$2.89M +6,721 +5%
9 10
11
12 13