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 %
PCM
676
Piedmont Capital Management
Montana
$9.71M -$61.7K -157 -0.6%
SWM
677
Spire Wealth Management
Virginia
$9.66M +$560K +1,426 +6%
OCFG
678
O'Connor Financial Group
Illinois
$9.62M +$235K +598 +3%
USCWA
679
U.S. Capital Wealth Advisors
Texas
$9.62M +$33.8K +86 +0.4%
KSWA
680
Kathleen S. Wright Associates
Pennsylvania
$9.61M +$744K +1,895 +8%
ASI
681
Advisory Services & Investments
Oregon
$9.57M +$275K +701 +3%
HWP
682
Highline Wealth Partners
California
$9.57M +$664K +1,690 +7%
SC
683
Soundwatch Capital
Connecticut
$9.52M +$568K +1,446 +6%
AWM
684
Abound Wealth Management
Tennessee
$9.49M -$96.6K -246 -1%
WCFA
685
Walkner Condon Financial Advisors
Wisconsin
$9.47M +$174K +442 +2%
MFA
686
McClarren Financial Advisors
Pennsylvania
$9.43M +$37.3K +95 +0.4%
CBB
687
Citizens Business Bank
California
$9.43M -$440K -1,121 -4%
FAB
688
First American Bank
Illinois
$9.32M +$102K +260 +1%
RPGK
689
Retirement Planning Group (Kansas)
Kansas
$9.31M -$265K -675 -3%
CBC
690
Coombe, Bender & Co
New York
$9.28M -$687K -1,749 -7%
MIA
691
MMBG Investment Advisors
Florida
$9.27M -$58.9K -150 -0.6%
WP
692
Westmount Partners
California
$9.22M +$1.18M +3,000 +15%
IWM
693
IHT Wealth Management
Illinois
$9.2M +$798K +2,033 +10%
TIA
694
Traphagen Investment Advisors
New Jersey
$9.19M +$3.14M +8,002 +52%
SCM
695
SOL Capital Management
Maryland
$9.18M +$8.81M +22,421 +2,323%
CW
696
Connectus Wealth
Ohio
$9.17M -$1.03M -2,624 -10%
ECM
697
Evergreen Capital Management
Washington
$9.13M +$564K +1,430 +7%
BSB
698
Bangor Savings Bank
Maine
$9.09M +$135K +343 +2%
DCM
699
Dupont Capital Management
Delaware
$9.09M -$9.15M -23,295 -50%
BSSFA
700
Baron Silver Stevens Financial Advisors
Florida
$9.07M -$552K -1,405 -6%
26 27
28
29 30