VOO icon

Vanguard S&P 500 ETF
VOO

Overview Fund Activity

2,399 hedge funds and large institutions have $128B invested in Vanguard S&P 500 ETF in 2023 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 1,156 increasing their positions, 769 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,399
Holders Change
+28
Holders Change %
+1.18%
% of All Funds
38.25%
Holding in Top 10
557
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.36%
% of All Funds
8.88%
New
140
Increased
1,156
Reduced
769
Closed
84
Calls
$1.06B
Puts
$766M
Net Calls
+$296M
Net Calls Change
+$33.7M

Top Buyers

1
FA
Fiducient Advisors
Illinois
+$801M
2
RJA
Raymond James & Associates
Florida
+$605M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$484M
4
PFO
Pathstone Family Office
New Jersey
+$465M
5
CI
Clal Insurance
Israel
+$316M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.57B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$937M
3
Cerity Partners
Cerity Partners
New York
-$397M
4
CS
Credit Suisse
Switzerland
-$267M
5
UCFA
United Capital Financial Advisors
Texas
-$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWA
401
Beacon Harbor Wealth Advisors
Virginia
$26.5M +$158K +403 +0.6%
IFAM
402
Institutional & Family Asset Management
Colorado
$26.3M -$382K -974 -1%
MCC
403
Money Concepts Capital
Florida
$26.3M +$1.74M +4,438 +7%
CI
404
Conning Inc
Connecticut
$26.2M – – –
HAS
405
HBW Advisory Services
California
$26.2M +$188K +479 +0.7%
FSA
406
Financial Services Advisory
Maryland
$26M -$12.1M -30,700 -32%
MTWSIF
407
Mivtachim The Workers Social Insurance Fund
Israel
$26M -$36.2M -92,070 -58%
AC
408
Applied Capital
Arkansas
$25.7M +$1.13M +2,874 +5%
GRP
409
Global Retirement Partners
California
$25.5M -$869K -2,227 -3%
ASN
410
Advisory Services Network
Georgia
$25.4M +$1.43M +3,637 +6%
LNC
411
Lincoln National Corp
Pennsylvania
$24.9M -$1.02M -2,605 -4%
SA
412
Scarborough Advisors
Maryland
$24.9M +$2.17M +5,537 +10%
CIBC World Market
413
CIBC World Market
Ontario, Canada
$24.8M +$414K +1,054 +2%
RWRC
414
R.W. Roge & Company
New York
$24.6M -$557K -1,476 -2%
ECM
415
EMC Capital Management
Texas
$24.6M +$21.9M +55,751 +809%
DWP
416
Daymark Wealth Partners
Ohio
$24.5M +$10.5M +26,635 +75%
VanEck Associates
417
VanEck Associates
New York
$24.4M -$5.51M -14,029 -18%
RWA
418
Rooted Wealth Advisors
Illinois
$24.4M +$2.93M +7,072 +14%
COCM
419
Charter Oak Capital Management
New Hampshire
$24.2M +$315K +801 +1%
HWM
420
HB Wealth Management
Georgia
$24.1M -$1.62M -4,119 -6%
FSCM
421
Front Street Capital Management
Montana
$24.1M +$1.63M +4,147 +7%
BFG
422
Bleakley Financial Group
New Jersey
$24.1M +$614K +1,563 +3%
VCM
423
Virtue Capital Management
Tennessee
$24M – – –
ABC
424
Associated Banc-Corp
Wisconsin
$23.8M +$56.2K +143 +0.2%
MCM
425
Manchester Capital Management
Vermont
$23.7M -$207K -528 -0.9%
15 16
17
18 19