VOO icon

Vanguard S&P 500 ETF
VOO

Overview Fund Activity

3,278 hedge funds and large institutions have $231B invested in Vanguard S&P 500 ETF in 2024 Q4 according to their latest regulatory filings, with 502 funds opening new positions, 1,546 increasing their positions, 890 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,278
Holders Change
+366
Holders Change %
+12.57%
% of All Funds
43.65%
Holding in Top 10
787
Holding in Top 10 Change
+114
Holding in Top 10 Change %
+16.94%
% of All Funds
10.48%
New
502
Increased
1,546
Reduced
890
Closed
79
Calls
$1.6B
Puts
$1.48B
Net Calls
+$121M
Net Calls Change
+$423M

Top Buyers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
$9.2B
2
Vanguard Group
Vanguard Group
Pennsylvania
$17.5B
3
Bank of New York Mellon
Bank of New York Mellon
New York
$1.83B
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.13B
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$847M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$8.82M
2
ECM
Element Capital Management
New York
$0
3
STA
Summit Trail Advisors
New York
$0
4
CM
Capula Management
Cayman Islands
$0
5
Corient Private Wealth
Corient Private Wealth
Florida
$632M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
276
Affiance Financial
Minnesota
$84.7M +$552K +1,025 +0.7%
WFA
277
WestHill Financial Advisors
California
$84M +$1.28M +2,377 +2%
HWM
278
HB Wealth Management
Georgia
$83.6M +$2.03M +3,771 +2%
II
279
Ironclad Investments
Florida
$83.3M – – –
SWM
280
SilverOak Wealth Management
Minnesota
$83.2M +$790K +1,466 +1%
AL
281
Aspiriant LLC
California
$81.7M -$866K -1,608 -1%
BCI
282
Brinker Capital Investments
Pennsylvania
$81M +$22.1M +41,052 +38%
OPS
283
Orion Portfolio Solutions
Nebraska
$81M +$22.1M +41,052 +38%
SC
284
Stephens Consulting
Michigan
$80.7M +$505K +938 +0.6%
SIA
285
Strategic Investment Advisors
Michigan
$80.3M +$5.1M +9,463 +7%
WT
286
Washington Trust
Rhode Island
$80.2M +$2.38M +4,418 +3%
SCM
287
Stordahl Capital Management
Colorado
$79.9M -$2.68M -4,965 -3%
EWA
288
EP Wealth Advisors
California
$79.2M +$27.6M +51,301 +54%
CL
289
Choreo LLC
Illinois
$79.2M +$28.2M +52,152 +55%
WB
290
Webster Bank
Connecticut
$78.8M +$914K +1,696 +1%
CWM
291
Circle Wealth Management
New Jersey
$78.7M +$19.2M +35,594 +32%
TWM
292
Trevian Wealth Management
Massachusetts
$78.1M +$8.63M +16,016 +12%
EW
293
Evoke Wealth
California
$77.9M +$1.81M +3,352 +2%
OWP
294
Obermeyer Wealth Partners
Colorado
$77.8M +$5.19M +9,627 +7%
CA
295
Cambridge Advisors
Nebraska
$77.6M -$3.48M -6,465 -4%
ELI
296
Empire Life Investments
Ontario, Canada
$77.5M +$2.03M +3,769 +3%
CFGSD
297
Compass Financial Group (South Dakota)
South Dakota
$77M +$2.82M +5,237 +4%
TCB
298
Texas Capital Bancshares
Texas
$76.6M +$2.13M +3,960 +3%
HSBC Holdings
299
HSBC Holdings
United Kingdom
$76.4M -$19.5M -36,242 -20%
BTWM
300
Brass Tax Wealth Management
Ohio
$76.3M -$804K -1,493 -1%
10 11
12
13 14