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 %
EWA
626
Evolution Wealth Advisors
Florida
$11.1M +$161K +410 +1%
BWM
627
Benchmark Wealth Management
Connecticut
$11.1M -$236K -602 -2%
MAS
628
Madden Advisory Services
Florida
$11.1M +$223K +568 +2%
AWM
629
Adams Wealth Management
Utah
$11M +$1.56M +3,963 +16%
Kovitz Investment Group Partners
630
Kovitz Investment Group Partners
Illinois
$11M -$290K -738 -3%
1IA
631
1834 Investment Advisors
Wisconsin
$11M +$2.97M +7,573 +37%
MIFH
632
Migdal Insurance & Financial Holdings
Israel
$11M +$306K +778 +3%
H
633
HoyleCohen
California
$11M +$53.8K +137 +0.5%
CA
634
Claro Advisors
Massachusetts
$10.9M +$1.14M +2,899 +12%
NEAM
635
New England Asset Management
Connecticut
$10.9M +$3.89M +9,900 +55%
SWM
636
Sendero Wealth Management
Texas
$10.9M -$1.64M -4,165 -13%
EL
637
EQ LLC
Washington
$10.9M +$730K +1,859 +7%
TFCP
638
Twin Focus Capital Partners
Massachusetts
$10.8M +$132K +337 +1%
SMC
639
Smith, Moore & Co
Missouri
$10.8M +$139K +353 +1%
BEAM
640
Baker Ellis Asset Management
Washington
$10.8M -$51.1K -130 -0.5%
DWT
641
Dorsey & Whitney Trust
South Dakota
$10.7M -$243K -620 -2%
MFWM
642
Motley Fool Wealth Management
Virginia
$10.7M +$5.09M +12,935 +90%
QCM
643
QRG Capital Management
Illinois
$10.7M +$10.7M +27,180 New
PI
644
Pachira Investments
California
$10.6M -$344K -877 -3%
SG Americas Securities
645
SG Americas Securities
New York
$10.6M -$43.4M -110,469 -80%
PA
646
PFG Advisors
Arizona
$10.5M -$2.11M -5,364 -17%
DAS
647
Dynamic Advisor Solutions
Arizona
$10.5M +$2.52M +6,420 +32%
GC
648
Guggenheim Capital
Illinois
$10.5M +$448K +1,140 +4%
PVH
649
Psagot Value Holdings
Israel
$10.4M +$677K +1,720 +7%
SFS
650
Sowell Financial Services
Arkansas
$10.4M +$371K +941 +4%
24 25
26
27 28