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 %
FUBT
801
First United Bank & Trust
Maryland
$6.45M -$178K -452 -3%
IIM
802
InTrack Investment Management
Vermont
$6.45M +$640K +1,629 +11%
CSIC
803
Clifford Swan Investment Counsel
California
$6.36M -$24.7K -63 -0.4%
BTW
804
Boston Trust Walden
Massachusetts
$6.36M -$3.32M -8,461 -34%
ZIG
805
Zuckerman Investment Group
Illinois
$6.36M +$642K +1,636 +11%
HT
806
Heritage Trust
Oklahoma
$6.36M – – –
SGWM
807
Sterling Group Wealth Management
California
$6.35M +$489K +1,244 +8%
HC
808
Hoese & Co
Minnesota
$6.35M – – –
Millennium Management
809
Millennium Management
New York
$6.34M -$5.26M -13,404 -45%
DI
810
DFPG Investments
Utah
$6.33M +$201K +503 +3%
WEG
811
World Equity Group
Illinois
$6.33M +$3.25M +8,274 +105%
SFC
812
Strategic Financial Concepts
Texas
$6.31M -$595K -1,516 -9%
CM
813
Columbus Macro
Pennsylvania
$6.31M +$1.4M +3,559 +28%
RWM
814
Rockwood Wealth Management
Pennsylvania
$6.3M +$118K +301 +2%
WT
815
Whittier Trust
California
$6.29M -$148K -377 -2%
CSPIA
816
Cary Street Partners Investment Advisory
Virginia
$6.26M +$349K +888 +6%
AGP
817
Autumn Glory Partners
Texas
$6.25M -$3.82M -9,738 -38%
VP
818
Verum Partners
North Carolina
$6.25M +$3.02M +7,689 +94%
SDWMA
819
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.23M +$11K +28 +0.2%
LNWWM
820
Laird Norton Wetherby Wealth Management
California
$6.21M -$716K -1,823 -10%
IGWM
821
ICA Group Wealth Management
Colorado
$6.2M -$1.96M -4,985 -24%
COI
822
Connable Office Inc
Michigan
$6.18M -$160K -408 -3%
BPCE
823
Bank Pictet & Cie (Europe)
Germany
$6.16M – – –
VWA
824
Visionary Wealth Advisors
Illinois
$6.16M +$567K +1,444 +10%
LIA
825
LifePlan Investment Advisors
North Carolina
$6.16M -$20.4K -52 -0.3%
31 32
33
34 35