VOO icon

Vanguard S&P 500 ETF
VOO

Overview Fund Activity

2,655 hedge funds and large institutions have $152B invested in Vanguard S&P 500 ETF in 2023 Q4 according to their latest regulatory filings, with 364 funds opening new positions, 1,255 increasing their positions, 771 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,655
Holders Change
+256
Holders Change %
+10.67%
% of All Funds
38.92%
Holding in Top 10
627
Holding in Top 10 Change
+70
Holding in Top 10 Change %
+12.57%
% of All Funds
9.19%
New
364
Increased
1,255
Reduced
771
Closed
71
Calls
$1.03B
Puts
$791M
Net Calls
+$238M
Net Calls Change
-$57.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.34B
2
Goldman Sachs
Goldman Sachs
New York
+$1.72B
3
Cerity Partners
Cerity Partners
New York
+$1.09B
4
Vanguard Group
Vanguard Group
Pennsylvania
+$539M
5
Wolverine Trading
Wolverine Trading
Illinois
+$346M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.4B
2
FA
Fiducient Advisors
Illinois
-$891M
3
UCFA
United Capital Financial Advisors
Texas
-$847M
4
CI
Clal Insurance
Israel
-$729M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$413M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMH
1176
Menora Mivtachim Holdings
Israel
$3.57M -$1.09M -2,500 -23%
MWM
1177
Merriman Wealth Management
Washington
$3.57M -$6.05M -13,853 -63%
RWM
1178
RKL Wealth Management
Pennsylvania
$3.55M -$10.9K -25 -0.3%
BWAM
1179
Boyd Watterson Asset Management
Ohio
$3.54M – – –
AWM
1180
Axxcess Wealth Management
California
$3.52M -$34.1K -78 -1%
SIS
1181
Strategic Investment Solutions
Illinois
$3.51M -$54.1M -123,846 -94%
LFS
1182
Legacy Financial Strategies
Kansas
$3.51M +$544K +1,245 +18%
Pictet Asset Management
1183
Pictet Asset Management
Switzerland
$3.5M -$933K -2,135 -21%
KPWG
1184
KFA Private Wealth Group
Virginia
$3.5M +$639K +1,463 +22%
WPP
1185
Whalerock Point Partners
Rhode Island
$3.47M -$126K -288 -4%
B
1186
Bensler
Washington
$3.46M -$173K -396 -5%
CCA
1187
Cobblestone Capital Advisors
New York
$3.43M +$354K +811 +12%
FWP
1188
FAS Wealth Partners
Kansas
$3.43M +$26.6K +61 +0.8%
AI
1189
Auour Investments
Massachusetts
$3.43M -$62.8K -141 -2%
RIM
1190
RW Investment Management
Idaho
$3.43M +$416K +952 +14%
AMR
1191
Asset Management Resources
Massachusetts
$3.42M -$18.3K -42 -0.5%
FOFP
1192
Fee-Only Financial Planning
South Carolina
$3.41M +$11.8K +27 +0.3%
MW
1193
Maia Wealth
Colorado
$3.4M +$3.4M +7,789 New
PIA
1194
Panoramic Investment Advisors
Colorado
$3.37M -$99.6K -228 -3%
AIM
1195
Avity Investment Management
Connecticut
$3.36M +$11.4K +26 +0.3%
ECG
1196
EPIQ Capital Group
California
$3.36M +$1.11M +2,547 +50%
XWM
1197
Xcel Wealth Management
Florida
$3.35M +$3.93K +9 +0.1%
FIC
1198
Family Investment Center
Missouri
$3.33M -$146K -335 -4%
LI
1199
Louisbourg Investments
New Brunswick, Canada
$3.33M +$3.33M +7,630 New
CWP
1200
CFM Wealth Partners
Texas
$3.33M +$102K +234 +3%
46 47
48
49 50