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

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$8.82M
2
ECM
2
Element Capital Management
New York
$0
3
STA
3
Summit Trail Advisors
New York
$0
4
CM
4
Capula Management
Cayman Islands
$0
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$632M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFP
3226
Mark Sheptoff Financial Planning
Connecticut
$30.7K – – –
YAL
3227
Your Advocates Ltd
Texas
$28.6K +$28.6K +53 New
EWA
3228
Elevate Wealth Advisory
Georgia
$26.7K – – –
RWPA
3229
Richard W. Paul & Associates
Michigan
$22.8K +$19.5K +36 +600%
AWM
3230
Absher Wealth Management
North Carolina
$22.6K +$22.6K +42 New
CWM
3231
Compass Wealth Management
Connecticut
$21.6K – – –
MBFW
3232
Morton Brown Family Wealth
Pennsylvania
$21K +$21K +39 New
RCM
3233
Raleigh Capital Management
North Carolina
$20.5K +$1.08K +2 +6%
TIM
3234
Thompson Investment Management
Wisconsin
$20.5K – – –
SC
3235
SouthState Corp
Florida
$20.5K – – –
HCM
3236
Horrell Capital Management
Arkansas
$20K – – –
MIA
3237
Milestone Investment Advisors
Wisconsin
$19.9K – – –
1IA
3238
1620 Investment Advisors
Massachusetts
$16.7K – – –
ACM
3239
Accent Capital Management
Ohio
$16.2K – – –
CIM
3240
Contravisory Investment Management
Massachusetts
$15.6K +$1.62K +3 +12%
BFS
3241
Bare Financial Services
Pennsylvania
$15.1K – – –
AF
3242
Aviso Financial
Ontario, Canada
$15.1K +$15.1K +28 New
CWM
3243
Crowley Wealth Management
Delaware
$14.5K +$14.5K +27 New
HCP
3244
Hexagon Capital Partners
Arkansas
$13.8K +$1.59K +3 +13%
FMTCOCP
3245
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K – – –
NA
3246
Nordwand Advisors
Pennsylvania
$12.8K +$10.1K +19 +380%
KA
3247
Kozak & Associates
Colorado
$12.2K -$554 -1 -4%
KWM
3248
Kiker Wealth Management
Georgia
$11.3K +$11.3K +21 New
SIC
3249
SJS Investment Consulting
Ohio
$10.8K – – –
AA
3250
AlphaMark Advisors
Kentucky
$10K – – –
128 129
130
131 132