We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF
VOO

2,405 hedge funds and large institutions have $128B invested in Vanguard S&P 500 ETF in 2023 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 1,161 increasing their positions, 769 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 84

51% more repeat investments, than reductions

Existing positions increased: 1,161 | Existing positions reduced: 769

39% more call options, than puts

Call options by funds: $1.06B | Put options by funds: $766M

1% more funds holding

Funds holding: 2,376 → 2,405 (+29)

0% more funds holding in top 10

Funds holding in top 10: 556 → 558 (+2)

2% less capital invested

Capital invested by funds: $130B → $128B (-$2.19B)

1.92% less ownership

Funds ownership: 41.38% → 39.46% (-1.9%)

Holders
2,405
Holders Change
+29
Holders Change %
+1.22%
% of All Funds
38.16%
Holding in Top 10
558
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.36%
% of All Funds
8.85%
New
141
Increased
1,161
Reduced
769
Closed
84
Calls
$1.06B
Puts
$766M
Net Calls
+$296M
Net Calls Change
+$33.7M

Top Buyers

Rank Fund Capital Flow
1
FA
Fiducient Advisors
Illinois
+$834M
2
RJA
Raymond James & Associates
Florida
+$630M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$504M
4
PFO
Pathstone Family Office
New Jersey
+$484M
5
CI
Clal Insurance
Israel
+$327M

Top Sellers

Rank Fund Capital Flow
1
BCIM
Bishop & Co Investment Management
Pennsylvania
-$2.66B
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.64B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$975M
4
Cerity Partners
Cerity Partners
New York
-$413M
5
CS
Credit Suisse
Switzerland
-$278M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
976
Bradley Foster & Sargent
Connecticut
$4.2M – – –
MMH
977
Menora Mivtachim Holdings
Israel
$4.19M +$1.23M +3,000 +39%
WDL
978
Well Done LLC
Michigan
$4.16M +$126K +309 +3%
DA
979
Detalus Advisors
Missouri
$4.16M -$10.2K -25 -0.2%
VRM
980
Vectors Research Management
New York
$4.16M -$579K -1,416 -11%
PA
981
Procyon Advisors
Connecticut
$4.15M +$199K +487 +5%
BMM
982
Berkshire Money Management
Massachusetts
$4.15M -$14.3K -35 -0.3%
MTWM
983
Masso Torrence Wealth Management
New Jersey
$4.14M +$47K +115 +1%
IP
984
Ignite Planners
California
$4.14M +$99K +242 +2%
TPM
985
Triasima Portfolio Management
Quebec, Canada
$4.13M -$371K -908 -8%
GA
986
GSG Advisors
New Jersey
$4.13M +$4.3M +10,512 New
MGWM
987
Marks Group Wealth Management
Minnesota
$4.12M – – –
SIA
988
Stegner Investment Associates
Kentucky
$4.11M +$409 +1 +0%
MCM
989
Mattern Capital Management
Colorado
$4.11M – – –
JCM
990
Jacobi Capital Management
Pennsylvania
$4.11M +$11K +27 +0.3%
MP
991
McDonald Partners
Ohio
$4.1M – – –
AIM
992
Anchor Investment Management
South Carolina
$4.1M -$1.14M -2,793 -21%
Mitsubishi UFJ Asset Management
993
Mitsubishi UFJ Asset Management
Japan
$4.06M -$189K -462 -4%
BCMLT
994
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.05M – – –
MCM
995
Mendel Capital Management
Arkansas
$4.04M +$1.27M +3,100 +43%
CFD
996
Creative Financial Designs
Indiana
$4.03M +$209K +510 +5%
BOM
997
Bank of Marin
California
$4.03M -$24.5K -60 -0.6%
TF
998
Tompkins Financial
New York
$4.01M -$361K -883 -8%
SFS
999
Summit Financial Strategies
Ohio
$4.01M +$169K +414 +4%
JSW
1000
Journey Strategic Wealth
New Jersey
$4.01M -$1.33M -3,241 -24%
38 39
40
41 42

VOO Hedge Fund Activity: Q3 2023 in Review

2,405 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q3 2023, worth a combined $128B — down 1.7% from $130B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new VOO positions and 84 closed out — a net gain of 57 holders — while 1,161 added to existing stakes and 769 trimmed.

The largest buyer was Fiducient Advisors, adding an estimated $834M. The largest seller was Bishop & Co Investment Management, exiting entirely with an estimated $2.66B sold.

  • 2,405 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q3 2023, up from 2,376 in Q2 2023.
  • Funds reported $128B of Vanguard S&P 500 ETF stock for Q3 2023, down 1.7% quarter-over-quarter.
  • 141 funds opened new Vanguard S&P 500 ETF positions in Q3 2023 and 84 closed out, a net change of +57 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q3 2023 was Fiducient Advisors, an estimated $834M added.
  • The largest Vanguard S&P 500 ETF seller in Q3 2023 was Bishop & Co Investment Management, an estimated $2.66B sold.

Based on aggregated 13F filings for Q3 2023.