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
+$8.34B
2
Goldman Sachs
Goldman Sachs
New York
+$1.72B
3
Cerity Partners
Cerity Partners
New York
+$1.09B
4
Vanguard Group
Vanguard Group
Pennsylvania
+$539M
5
Wolverine Trading
Wolverine Trading
Illinois
+$346M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.4B
2
FA
Fiducient Advisors
Illinois
-$891M
3
UCFA
United Capital Financial Advisors
Texas
-$847M
4
CI
Clal Insurance
Israel
-$729M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$413M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFG
301
Goldstone Financial Group
Illinois
$51.3M +$1.38M +3,157 +3%
CFGSD
302
Compass Financial Group (South Dakota)
South Dakota
$50.8M +$2.29M +5,252 +5%
SL
303
Salomon & Ludwin
Virginia
$50.2M – – –
TCB
304
Texas Capital Bancshares
Texas
$50M +$16.6M +38,017 +50%
FW
305
Fidato Wealth
Ohio
$49.9M +$49.9M +114,214 New
MA
306
MJP Associates
Connecticut
$49.8M +$549K +1,257 +1%
FCI
307
Financial Counselors Inc
Kansas
$49.1M +$10.8M +24,834 +28%
IAA
308
Independent Advisor Alliance
North Carolina
$49M +$24.2M +58,330 +98%
SIA
309
Strategic Investment Advisors
Michigan
$48.9M +$4.78M +10,951 +11%
FFB
310
First Financial Bankshares
Texas
$48.8M +$48.8M +111,799 New
CA
311
CoreCap Advisors
Michigan
$48.6M -$1.69M -3,860 -3%
NFG
312
Nadler Financial Group
Illinois
$47.9M +$2.01M +4,611 +4%
BC
313
Brio Consultants
California
$47.8M +$598K +1,370 +1%
BP
314
Ballentine Partners
Massachusetts
$47.6M -$681K -1,559 -1%
FFA
315
Fragasso Financial Advisors
Pennsylvania
$47M -$584K -1,337 -1%
CFIA
316
Cantor Fitzgerald Investment Advisors
New York
$46.9M +$46.9M +107,323 New
LP
317
LGL Partners
Pennsylvania
$46.6M +$44.6M +102,082 +2,200%
PWS
318
Paragon Wealth Strategies
Florida
$46.6M +$45.7M +104,713 +5,409%
WAP
319
Wealthcare Advisory Partners
Pennsylvania
$46.5M -$3.23M -7,394 -6%
PLU
320
Performa Ltd (US)
South Carolina
$46.3M -$3.06M -6,995 -6%
KV
321
Kickstand Ventures
New York
$46.1M +$8.38M +19,179 +22%
BP
322
BCK Partners
New York
$45.7M -$848K -1,942 -2%
MIC
323
Means Investment Company
Maine
$45.6M +$6.76M +15,465 +17%
SCM
324
Steele Capital Management
Iowa
$45.4M +$45.4M +103,934 New
NYLIC
325
New York Life Insurance Company
New York
$45.1M -$274M -626,509 -86%
11 12
13
14 15