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Vanguard S&P 500 ETF
VOO

2,664 hedge funds and large institutions have $152B invested in Vanguard S&P 500 ETF in 2023 Q4 according to their latest regulatory filings, with 368 funds opening new positions, 1,258 increasing their positions, 773 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

411% more first-time investments, than exits

New positions opened: 368 | Existing positions closed: 72

63% more repeat investments, than reductions

Existing positions increased: 1,258 | Existing positions reduced: 773

30% more call options, than puts

Call options by funds: $1.03B | Put options by funds: $791M

19% more capital invested

Capital invested by funds: $128B → $152B (+$23.9B)

13% more funds holding in top 10

Funds holding in top 10: 558 → 628 (+70)

11% more funds holding

Funds holding: 2,405 → 2,664 (+259)

2.04% more ownership

Funds ownership: 39.46% → 41.5% (+2%)

Holders
2,664
Holders Change
+259
Holders Change %
+10.77%
% of All Funds
38.83%
Holding in Top 10
628
Holding in Top 10 Change
+70
Holding in Top 10 Change %
+12.54%
% of All Funds
9.15%
New
368
Increased
1,258
Reduced
773
Closed
72
Calls
$1.03B
Puts
$791M
Net Calls
+$238M
Net Calls Change
-$57.8M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$7.82B
2
Cerity Partners
Cerity Partners
New York
+$3.25B
3
Goldman Sachs
Goldman Sachs
New York
+$1.61B
4
Vanguard Group
Vanguard Group
Pennsylvania
+$505M
5
Wolverine Trading
Wolverine Trading
Illinois
+$325M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$3.18B
2
FA
Fiducient Advisors
Illinois
-$835M
3
UCFA
United Capital Financial Advisors
Texas
-$794M
4
CI
Clal Insurance
Israel
-$684M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$387M
Name Holding Trade Value Shares
Change 		Change in
Stake
WSCM
851
Wellington Shields Capital Management
New York
$7.66M +$130K +318 +2%
BJL
852
Brighton Jones LLC
Washington
$7.64M +$90.1K +220 +1%
NEPWA
853
New England Private Wealth Advisors
Massachusetts
$7.63M +$82.3K +201 +1%
BCM
854
BluePointe Capital Management
California
$7.63M +$7.15M +17,470 New
MHIC
855
Marble Harbor Investment Counsel
Massachusetts
$7.6M – – –
SL
856
Stevard LLC
Illinois
$7.6M +$47.1K +115 +0.7%
WEG
857
World Equity Group
Illinois
$7.58M +$506K +1,236 +8%
DWM
858
Defined Wealth Management
Oregon
$7.58M +$721K +1,761 +11%
Empower Advisory Group
859
Empower Advisory Group
Colorado
$7.58M +$1.74M +4,239 +32%
FUBT
860
First United Bank & Trust
Maryland
$7.57M +$367K +897 +5%
SFMG
861
Sage Financial Management Group
Virginia
$7.57M -$419K -1,023 -6%
WB
862
WesBanco Bank
West Virginia
$7.55M -$805K -1,966 -10%
CAG
863
Csenge Advisory Group
Florida
$7.54M +$1.19M +2,918 +20%
VWA
864
Visionary Wealth Advisors
Illinois
$7.47M +$580K +1,417 +9%
AQR Capital Management
865
AQR Capital Management
Connecticut
$7.44M +$1.3M +3,168 +23%
IAS
866
Insigneo Advisory Services
Florida
$7.43M +$3.39M +8,271 +95%
TCM
867
TD Capital Management
Tennessee
$7.43M +$2.46K +6 +0%
C
868
Certuity
Florida
$7.38M +$2.46M +6,001 +55%
NF
869
NavPoint Financial
Minnesota
$7.38M +$6.91M +16,889 New
GAG
870
GM Advisory Group
New York
$7.36M +$513K +1,253 +8%
PFG
871
PAX Financial Group
Texas
$7.35M -$369K -902 -5%
AGP
872
Autumn Glory Partners
Texas
$7.29M +$315K +769 +5%
Susquehanna International Group
873
Susquehanna International Group
Pennsylvania
$7.29M +$2.02M +4,943 +42%
DI
874
DFPG Investments
Utah
$7.29M +$418K +1,021 +6%
NWA
875
Navis Wealth Advisors
New York
$7.27M +$409 +1 +0%
33 34
35
36 37

VOO Hedge Fund Activity: Q4 2023 in Review

2,664 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q4 2023, worth a combined $152B — up 19% from $128B a quarter earlier.

Buyers outnumbered sellers: 368 funds opened new VOO positions and 72 closed out — a net gain of 296 holders — while 1,258 added to existing stakes and 773 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.82B. The largest seller was JP Morgan Chase, cutting an estimated $3.18B.

  • 2,664 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q4 2023, up from 2,405 in Q3 2023.
  • Funds reported $152B of Vanguard S&P 500 ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 368 funds opened new Vanguard S&P 500 ETF positions in Q4 2023 and 72 closed out, a net change of +296 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $7.82B added.
  • The largest Vanguard S&P 500 ETF seller in Q4 2023 was JP Morgan Chase, an estimated $3.18B sold.

Based on aggregated 13F filings for Q4 2023.