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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
TIM
1351
Tortoise Investment Management
New York
$2.26M +$2.05K +5 +0.1%
LIWM
1352
Long Island Wealth Management
New York
$2.25M +$2.11M +5,156 New
AI
1353
Accredited Investors
Minnesota
$2.23M +$43K +105 +2%
TCMP
1354
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.23M +$265K +648 +15%
BPWM
1355
Badgley Phelps Wealth Managers
Washington
$2.23M +$150K +366 +8%
AI
1356
Arrien Investments
Idaho
$2.23M -$63.9K -156 -3%
WA
1357
Waddell & Associates
Tennessee
$2.22M -$126K -307 -6%
CIA
1358
Choate Investment Advisors
Massachusetts
$2.22M -$2.98M -7,274 -59%
CHA
1359
Carmichael Hill & Associates
Maryland
$2.21M +$233K +568 +13%
DCM
1360
DGS Capital Management
New Jersey
$2.21M -$62.2K -152 -3%
PPWM
1361
Paragon Private Wealth Management
Kentucky
$2.19M +$27K +66 +1%
KCPG
1362
Kavar Capital Partners Group
Kansas
$2.19M +$1.02M +2,502 +100%
CAM
1363
Columbia Asset Management
Michigan
$2.19M – – –
MFG
1364
Magnus Financial Group
New York
$2.18M +$40.5K +99 +2%
MWA
1365
Martel Wealth Advisors
Washington
$2.18M -$76.1K -186 -4%
AAP
1366
Arax Advisory Partners
Colorado
$2.17M +$34K +83 +2%
WLPWM
1367
Walled Lake Planning & Wealth Management
Illinois
$2.17M -$60.2K -147 -3%
HSWM
1368
Hubbell Strickland Wealth Management
Louisiana
$2.17M +$18.4K +45 +0.9%
NHT
1369
New Hampshire Trust
New Hampshire
$2.17M +$1.53M +3,733 +305%
TYCC
1370
Texas Yale Capital Corp
Florida
$2.15M +$86.8K +212 +4%
GCM
1371
Gallacher Capital Management
Colorado
$2.14M -$569K -1,391 -22%
TWM
1372
Tradition Wealth Management
Minnesota
$2.13M -$292K -713 -13%
PWP
1373
Perfromance Wealth Partners
Illinois
$2.13M -$89.2K -218 -4%
FFWA
1374
Forthright Family Wealth Advisory
Texas
$2.13M +$2M +4,884 New
VAF
1375
Values Added Financial
District of Columbia
$2.13M -$40.1K -98 -2%
53 54
55
56 57

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.