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 %
BPFA
1226
Barnes Pettey Financial Advisors
Mississippi
$3.11M +$30.6K +70 +1%
OSAM
1227
O'Shaughnessy Asset Management
Connecticut
$3.1M -$65.5K -150 -2%
PAM
1228
Peak Asset Management
Colorado
$3.1M +$386K +884 +14%
FCA
1229
Fortis Capital Advisors
Kansas
$3.09M -$174K -399 -5%
SW
1230
Simplicity Wealth
New Jersey
$3.09M +$1.08M +2,467 +53%
BCM
1231
Becker Capital Management
Oregon
$3.09M – – –
1WM
1232
1900 Wealth Management
Texas
$3.08M +$373K +853 +14%
SPP
1233
Single Point Partners
Massachusetts
$3.07M -$738K -1,690 -19%
CCA
1234
Clarity Capital Advisors
Florida
$3.07M +$3.07M +7,032 New
FWA
1235
FOCUS Wealth Advisors
Texas
$3.07M +$116K +265 +4%
CCP
1236
Clarkston Capital Partners
Michigan
$3.07M +$92.6K +212 +3%
SF
1237
Safeguard Financial
Wisconsin
$3.06M -$86.9K -199 -3%
ADL
1238
Asset Dedication LLC
California
$3.05M -$111K -254 -4%
CBFP
1239
Cedar Brook Financial Partners
Ohio
$3.05M +$2.01M +4,595 +194%
PF
1240
Phoenix Financial
Israel
$3.04M +$19.6K +40 +0.7%
EL
1241
EWA LLC
Pennsylvania
$3.02M -$764K -1,682 -20%
ZIM
1242
Zacks Investment Management
Illinois
$2.99M +$454K +1,040 +18%
CWM
1243
Concentric Wealth Management
California
$2.99M -$344K -788 -10%
BFO
1244
Biltmore Family Office
North Carolina
$2.98M -$694K -1,589 -19%
IIC
1245
Integrated Investment Consultants
Michigan
$2.98M +$5.24K +12 +0.2%
FSA
1246
Fort Sheridan Advisors
Illinois
$2.95M +$449K +1,027 +18%
CCA
1247
Childress Capital Advisors
Texas
$2.94M +$98.3K +225 +3%
CT
1248
Cambridge Trust
Massachusetts
$2.91M – – –
AR
1249
Advisory Research
Illinois
$2.91M – – –
KWM
1250
Keebeck Wealth Management
Illinois
$2.9M -$2.81M -6,439 -49%
48 49
50
51 52