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 %
FSA
1201
Financial Services Advisory
Maryland
$3.33M -$25.6M -58,660 -89%
SNB
1202
Security National Bank
Nebraska
$3.32M +$1.29M +2,950 +63%
GSIS
1203
Global Strategic Investment Solutions
Arizona
$3.32M -$26.6K -61 -0.8%
QCG
1204
Quadrant Capital Group
Ohio
$3.32M +$235K +539 +8%
FWM
1205
Fonville Wealth Management
Virginia
$3.31M +$3.31M +7,588 New
CAC
1206
Certified Advisory Corp
Florida
$3.31M +$714K +1,634 +28%
AWM
1207
Avondale Wealth Management
Texas
$3.3M +$252K +577 +8%
LMKC
1208
L.M. Kohn & Company
Ohio
$3.29M +$56.8K +130 +2%
RI
1209
Ridgewood Investments
New Jersey
$3.27M -$83K -190 -2%
CKAIS
1210
Christensen King & Associates Investment Services
Washington
$3.27M +$3.27M +7,476 New
TFM
1211
Trademark Financial Management
Minnesota
$3.25M +$3.25M +7,432 New
SF
1212
Symphony Financial
Texas
$3.24M +$284K +650 +10%
CCFM
1213
Clear Creek Financial Management
Washington
$3.23M -$263K -601 -8%
PS
1214
Principal Securities
Iowa
$3.23M +$3.23M +7,390 New
PWA
1215
Primoris Wealth Advisors
Florida
$3.22M +$3.22M +7,379 New
SCA
1216
Sage Capital Advisors
South Dakota
$3.22M -$77.3K -177 -2%
BMCM
1217
Bryn Mawr Capital Management
Pennsylvania
$3.18M +$6.12K +14 +0.2%
WIM
1218
Warwick Investment Management
Texas
$3.18M -$13.1K -30 -0.4%
JGIA
1219
Jackson Grant Investment Advisers
Connecticut
$3.18M +$38.4K +88 +1%
KOC
1220
Koss-Olinger Consulting
Florida
$3.14M -$99.2K -227 -3%
BA
1221
Bristlecone Advisors
Washington
$3.14M +$44.6K +102 +1%
GIA
1222
Goodwin Investment Advisory
Georgia
$3.13M -$906K -2,075 -22%
GAM
1223
Gotham Asset Management
New York
$3.13M +$2.69M +6,160 +611%
SHF
1224
Stage Harbor Financial
Massachusetts
$3.12M +$3.12M +7,149 New
SAM
1225
Silvercrest Asset Management
New York
$3.12M +$1.29M +2,949 +70%
47 48
49
50 51