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 %
WDL
976
Well Done LLC
Michigan
$4.16M +$121K +309 +3%
DA
977
Detalus Advisors
Missouri
$4.16M -$9.82K -25 -0.2%
VRM
978
Vectors Research Management
New York
$4.16M -$515K -1,416 -11%
PA
979
Procyon Advisors
Connecticut
$4.15M +$191K +487 +5%
BMM
980
Berkshire Money Management
Massachusetts
$4.15M -$13.7K -35 -0.3%
MTWM
981
Masso Torrence Wealth Management
New Jersey
$4.14M +$45.2K +115 +1%
IP
982
Ignite Planners
California
$4.14M +$94.4K +242 +2%
TPM
983
Triasima Portfolio Management
Quebec, Canada
$4.13M -$357K -908 -8%
GA
984
GSG Advisors
New Jersey
$4.13M +$4.13M +10,512 New
MGWM
985
Marks Group Wealth Management
Minnesota
$4.12M – – –
SIA
986
Stegner Investment Associates
Kentucky
$4.11M +$393 +1 +0%
MCM
987
Mattern Capital Management
Colorado
$4.11M – – –
JCM
988
Jacobi Capital Management
Pennsylvania
$4.11M +$10.6K +27 +0.3%
MP
989
McDonald Partners
Ohio
$4.1M – – –
AIM
990
Anchor Investment Management
South Carolina
$4.1M -$1.1M -2,793 -21%
Mitsubishi UFJ Asset Management
991
Mitsubishi UFJ Asset Management
Japan
$4.06M -$181K -462 -4%
BCMLT
992
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.05M – – –
MCM
993
Mendel Capital Management
Arkansas
$4.04M +$1.22M +3,100 +43%
CFD
994
Creative Financial Designs
Indiana
$4.03M +$200K +510 +5%
BOM
995
Bank of Marin
California
$4.03M -$23.6K -60 -0.6%
TF
996
Tompkins Financial
New York
$4.01M -$347K -883 -8%
SFS
997
Summit Financial Strategies
Ohio
$4.01M +$163K +414 +4%
JSW
998
Journey Strategic Wealth
New Jersey
$4.01M -$1.27M -3,241 -24%
SFG
999
Sovereign Financial Group
Connecticut
$3.99M -$274K -698 -6%
Pictet Asset Management
1000
Pictet Asset Management
Switzerland
$3.99M +$3.99M +10,150 New
38 39
40
41 42