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 %
PB
751
Pinnacle Bancorp
Nebraska
$7.62M +$33K +84 +0.4%
WB
752
WesBanco Bank
West Virginia
$7.56M -$1.03M -2,623 -12%
HP
753
Hikari Power
Japan
$7.54M – – –
LWP
754
Laurel Wealth Planning
Minnesota
$7.53M +$850K +2,165 +13%
AF
755
Affiance Financial
Minnesota
$7.47M -$194K -493 -3%
CWA
756
Canvas Wealth Advisors
Kansas
$7.45M -$477K -1,232 -6%
GWM
757
Greenhouse Wealth Management
Connecticut
$7.34M -$1.57K -4 -0%
CFC
758
Coyle Financial Counsel
Illinois
$7.32M -$253K -645 -3%
TWM
759
Thrive Wealth Management
Pennsylvania
$7.29M -$45.2K -115 -0.6%
EC
760
EdgeRock Capital
Colorado
$7.25M +$819K +2,078 +13%
AFGAS
761
Allegiance Financial Group Advisory Services
Virginia
$7.25M +$167K +425 +2%
SSW
762
Smith Shellnut Wilson
Mississippi
$7.24M +$760K +1,935 +12%
JIC
763
Joel Isaacson & Co
New York
$7.23M +$597K +1,519 +9%
SFMG
764
Sage Financial Management Group
Virginia
$7.21M +$7.21M +18,355 New
PGF
765
Plan Group Financial
Oklahoma
$7.2M +$3.93M +10,007 +120%
OFG
766
Oxford Financial Group
Indiana
$7.12M -$25.1K -64 -0.4%
WMWM
767
Whitaker-Myers Wealth Managers
Ohio
$7.11M -$129K -329 -2%
NRI
768
NFP Retirement Inc
California
$7.08M -$414K -1,054 -6%
LA
769
Legacy Advisors
Pennsylvania
$7.06M +$82K +208 +1%
PCS
770
Personal CFO Solutions
New Jersey
$7.02M -$148K -378 -2%
LWIC
771
Leith Wheeler Investment Counsel
British Columbia, Canada
$7.01M -$1.15M -2,935 -14%
JWCA
772
J.W. Cole Advisors
Florida
$6.97M +$428K +1,089 +7%
LCWP
773
Legacy Capital Wealth Partners
Arkansas
$6.94M +$6.94M +17,681 New
VCM
774
Viewpoint Capital Management
Washington
$6.91M -$138K -352 -2%
HIMC
775
Heritage Investors Management Corp
Maryland
$6.91M -$764K -1,945 -10%
29 30
31
32 33