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Vanguard S&P 500 ETF
VOO

2,405 hedge funds and large institutions have $128B invested in Vanguard S&P 500 ETF in 2023 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 1,160 increasing their positions, 769 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 84

51% more repeat investments, than reductions

Existing positions increased: 1,160 | Existing positions reduced: 769

39% more call options, than puts

Call options by funds: $1.06B | Put options by funds: $766M

1% more funds holding

Funds holding: 2,375 → 2,405 (+30)

0% more funds holding in top 10

Funds holding in top 10: 556 → 558 (+2)

2% less capital invested

Capital invested by funds: $130B → $128B (-$2.19B)

1.92% less ownership

Funds ownership: 41.38% → 39.46% (-1.9%)

Holders
2,405
Holders Change
+30
Holders Change %
+1.26%
% of All Funds
38.16%
Holding in Top 10
558
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.36%
% of All Funds
8.85%
New
142
Increased
1,160
Reduced
769
Closed
84
Calls
$1.06B
Puts
$766M
Net Calls
+$296M
Net Calls Change
+$33.7M

Top Buyers

Rank Fund Capital Flow
1
FA
Fiducient Advisors
Illinois
+$834M
2
RJA
Raymond James & Associates
Florida
+$630M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$504M
4
PFO
Pathstone Family Office
New Jersey
+$484M
5
CI
Clal Insurance
Israel
+$327M

Top Sellers

Rank Fund Capital Flow
1
BCIM
Bishop & Co Investment Management
Pennsylvania
-$2.66B
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.64B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$975M
4
Cerity Partners
Cerity Partners
New York
-$413M
5
CS
Credit Suisse
Switzerland
-$278M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1326
Guidance Capital
Kentucky
$1.65M +$571K +1,397 +49%
ZIG
1327
Zullo Investment Group
Pennsylvania
$1.65M – – –
SAM
1328
Silvercrest Asset Management
New York
$1.64M +$528K +1,292 +45%
RIS
1329
Retirement Income Solutions
Michigan
$1.64M +$13.9K +34 +0.8%
AWM
1330
Aspire Wealth Management
Massachusetts
$1.63M +$1.27M +3,107 +300%
DAM
1331
Derbend Asset Management
Georgia
$1.63M – – –
GSEP
1332
Golden State Equity Partners
California
$1.63M +$40.9K +100 +2%
PWM
1333
Penobscot Wealth Management
Maine
$1.62M -$61.3K -150 -4%
RIA
1334
Realta Investment Advisors
Delaware
$1.62M +$24.1K +59 +2%
CANC
1335
Culbertson A N & Co
Virginia
$1.62M -$162K -397 -9%
WA
1336
WBH Advisory
Maryland
$1.62M +$1.23K +3 +0.1%
EGA
1337
E&G Advisors
Texas
$1.62M – – –
SFA
1338
Source Financial Advisors
New York
$1.61M +$1.68M +4,111 New
DWM
1339
Drive Wealth Management
Utah
$1.61M +$81.4K +199 +5%
NFG
1340
Northeast Financial Group
Pennsylvania
$1.61M +$73.6K +180 +5%
IWN
1341
Independent Wealth Network
Iowa
$1.61M +$951K +2,326 +132%
CWM
1342
Cedar Wealth Management
California
$1.61M +$24.5K +60 +1%
EW
1343
Enzi Wealth
Texas
$1.6M -$274K -671 -14%
EF
1344
Empowered Funds
Pennsylvania
$1.6M +$66.2K +162 +4%
HIA
1345
HTG Investment Advisors
Connecticut
$1.6M – – –
AFG
1346
AFS Financial Group
Maryland
$1.6M +$818 +2 +0%
PGA
1347
Portland Global Advisors
Maine
$1.59M +$5.72K +14 +0.3%
DWM
1348
Destination Wealth Management
California
$1.59M +$198K +484 +14%
AWM
1349
Aries Wealth Management
Maine
$1.59M +$90K +220 +6%
VC
1350
Veery Capital
Delaware
$1.59M +$29K +71 +2%
52 53
54
55 56

VOO Hedge Fund Activity: Q3 2023 in Review

2,405 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q3 2023, worth a combined $128B — down 1.7% from $130B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new VOO positions and 84 closed out — a net gain of 58 holders — while 1,160 added to existing stakes and 769 trimmed.

The largest buyer was Fiducient Advisors, adding an estimated $834M. The largest seller was Bishop & Co Investment Management, exiting entirely with an estimated $2.66B sold.

  • 2,405 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q3 2023, up from 2,375 in Q2 2023.
  • Funds reported $128B of Vanguard S&P 500 ETF stock for Q3 2023, down 1.7% quarter-over-quarter.
  • 142 funds opened new Vanguard S&P 500 ETF positions in Q3 2023 and 84 closed out, a net change of +58 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q3 2023 was Fiducient Advisors, an estimated $834M added.
  • The largest Vanguard S&P 500 ETF seller in Q3 2023 was Bishop & Co Investment Management, an estimated $2.66B sold.

Based on aggregated 13F filings for Q3 2023.