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 %
PCM
726
Piedmont Capital Management
Montana
$10.9M +$147K +336 +1%
NAS
727
Nicolet Advisory Services
Wisconsin
$10.9M +$1.54M +3,574 +16%
RFP
728
Roth Financial Partners
Texas
$10.9M -$68.1K -156 -0.6%
USCWA
729
U.S. Capital Wealth Advisors
Texas
$10.9M +$201K +461 +2%
Legal & General Group
730
Legal & General Group
United Kingdom
$10.8M – – –
WAM
731
WNY Asset Management
New York
$10.8M +$1.2M +2,739 +12%
RC
732
Rareview Capital
Nevada
$10.7M +$10.7M +24,609 New
FAB
733
First American Bank
Illinois
$10.7M +$339K +776 +3%
RPC
734
Rossmore Private Capital
Connecticut
$10.7M -$270K -613 -2%
JIC
735
Johnson Investment Counsel
Ohio
$10.6M +$1.27M +2,918 +14%
GC
736
Guggenheim Capital
Illinois
$10.6M -$1.07M -2,440 -9%
AWM
737
Abound Wealth Management
Tennessee
$10.5M -$16.6K -38 -0.2%
TIA
738
Traphagen Investment Advisors
New Jersey
$10.5M +$308K +704 +3%
DWM
739
Dakota Wealth Management
Florida
$10.5M +$4.33M +9,909 +70%
GT
740
Glenview Trust
Kentucky
$10.4M +$953K +2,182 +10%
KBFS
741
Kohmann Bosshard Financial Services
Ohio
$10.4M +$5.64M +12,917 +118%
WP
742
Westmount Partners
California
$10.4M +$131K +301 +1%
MFA
743
McClarren Financial Advisors
Pennsylvania
$10.3M -$243K -557 -2%
SCM
744
SOL Capital Management
Maryland
$10.3M +$35.4K +81 +0.3%
OPW
745
Oxler Private Wealth
New York
$10.1M -$7.48M -17,126 -42%
RCA
746
Resonant Capital Advisors
Wisconsin
$10.1M +$1.15M +2,629 +13%
AWE
747
Avidian Wealth Enterprises
Texas
$10.1M +$1.23M +2,822 +14%
ECM
748
Evergreen Capital Management
Washington
$10M -$88.2K -202 -0.9%
EAM
749
Evanson Asset Management
California
$10M +$1.54M +3,526 +18%
BSSFA
750
Baron Silver Stevens Financial Advisors
Florida
$9.99M -$99.2K -227 -1%
28 29
30
31 32