We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF
VOO

2,664 hedge funds and large institutions have $152B invested in Vanguard S&P 500 ETF in 2023 Q4 according to their latest regulatory filings, with 368 funds opening new positions, 1,258 increasing their positions, 773 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

411% more first-time investments, than exits

New positions opened: 368 | Existing positions closed: 72

63% more repeat investments, than reductions

Existing positions increased: 1,258 | Existing positions reduced: 773

30% more call options, than puts

Call options by funds: $1.03B | Put options by funds: $791M

19% more capital invested

Capital invested by funds: $128B → $152B (+$23.9B)

13% more funds holding in top 10

Funds holding in top 10: 558 → 628 (+70)

11% more funds holding

Funds holding: 2,405 → 2,664 (+259)

2.04% more ownership

Funds ownership: 39.46% → 41.5% (+2%)

Holders
2,664
Holders Change
+259
Holders Change %
+10.77%
% of All Funds
38.83%
Holding in Top 10
628
Holding in Top 10 Change
+70
Holding in Top 10 Change %
+12.54%
% of All Funds
9.15%
New
368
Increased
1,258
Reduced
773
Closed
72
Calls
$1.03B
Puts
$791M
Net Calls
+$238M
Net Calls Change
-$57.8M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$7.82B
2
Cerity Partners
Cerity Partners
New York
+$3.25B
3
Goldman Sachs
Goldman Sachs
New York
+$1.61B
4
Vanguard Group
Vanguard Group
Pennsylvania
+$505M
5
Wolverine Trading
Wolverine Trading
Illinois
+$325M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$3.18B
2
FA
Fiducient Advisors
Illinois
-$835M
3
UCFA
United Capital Financial Advisors
Texas
-$794M
4
CI
Clal Insurance
Israel
-$684M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$387M
Name Holding Trade Value Shares
Change 		Change in
Stake
R
1276
Rebalance
California
$2.72M -$6.14K -15 -0.2%
GWMR
1277
GC Wealth Management RIA
Massachusetts
$2.71M +$2.54M +6,214 New
ISL
1278
Ingalls & Snyder LLC
New York
$2.7M +$157K +383 +7%
1W
1279
1776 Wealth
Georgia
$2.7M – – –
MAG
1280
Members Advisory Group
New York
$2.69M -$94.6K -231 -4%
WA
1281
Wealthstream Advisors
New York
$2.69M +$741K +1,809 +42%
AWM
1282
Alterna Wealth Management
Texas
$2.69M -$131K -319 -5%
CCA
1283
Cora Capital Advisors
New Jersey
$2.68M -$70K -171 -3%
SAM
1284
SignalPoint Asset Management
Missouri
$2.68M +$193K +471 +8%
LWL
1285
Leo Wealth LLC
Texas
$2.68M +$2.45M +5,973 New
VFG
1286
Victory Financial Group
Texas
$2.68M +$2.51M +6,128 New
SLG
1287
Stanley-Laman Group
Pennsylvania
$2.67M -$51.2K -125 -2%
NB
1288
NBT Bank
New York
$2.67M +$483K +1,180 +24%
BF
1289
Brooklyn FI
New York
$2.66M +$129K +315 +5%
FDCP
1290
Foster Dykema Cabot & Partners
Massachusetts
$2.65M +$2.48M +6,056 New
BST
1291
Bath Savings Trust
Maine
$2.63M +$323K +788 +15%
AFP
1292
Ausdal Financial Partners
Iowa
$2.63M +$4.91K +12 +0.2%
AWMNH
1293
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.6M -$904K -2,209 -27%
LSA
1294
Lion Street Advisors
Texas
$2.6M +$310K +756 +15%
CPA
1295
Capital Planning Advisors
California
$2.6M +$1.45M +3,530 +146%
MAG
1296
M3 Advisory Group
Massachusetts
$2.6M +$2.43M +5,942 New
PPW
1297
PACK Private Wealth
Minnesota
$2.58M +$8.19K +20 +0.3%
FAIM
1298
Financial Advocates Investment Management
Washington
$2.57M +$566K +1,382 +28%
RJTCONH
1299
Raymond James Trust Company of New Hampshire
New Hampshire
$2.56M -$13.9K -34 -0.6%
KCM
1300
Kornitzer Capital Management
Kansas
$2.56M +$20.9K +51 +0.9%
50 51
52
53 54

VOO Hedge Fund Activity: Q4 2023 in Review

2,664 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q4 2023, worth a combined $152B — up 19% from $128B a quarter earlier.

Buyers outnumbered sellers: 368 funds opened new VOO positions and 72 closed out — a net gain of 296 holders — while 1,258 added to existing stakes and 773 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.82B. The largest seller was JP Morgan Chase, cutting an estimated $3.18B.

  • 2,664 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q4 2023, up from 2,405 in Q3 2023.
  • Funds reported $152B of Vanguard S&P 500 ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 368 funds opened new Vanguard S&P 500 ETF positions in Q4 2023 and 72 closed out, a net change of +296 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $7.82B added.
  • The largest Vanguard S&P 500 ETF seller in Q4 2023 was JP Morgan Chase, an estimated $3.18B sold.

Based on aggregated 13F filings for Q4 2023.