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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
TWA
1376
TCI Wealth Advisors
Arizona
$2.11M -$200K -488 -9%
CAM
1377
Cidel Asset Management
Ontario, Canada
$2.11M -$49.5K -121 -2%
JIP
1378
Jaffetilchin Investment Partners
Florida
$2.11M -$259K -633 -12%
CCP
1379
Clarity Capital Partners
California
$2.11M +$1.98M +4,830 New
GSEP
1380
Golden State Equity Partners
California
$2.1M +$274K +670 +16%
DWA
1381
Douglass Winthrop Advisors
New York
$2.1M +$950K +2,320 +93%
WF
1382
Welch & Forbes
Massachusetts
$2.1M +$485K +1,185 +33%
VR
1383
Valued Retirements
Texas
$2.1M +$1.96M +4,798 New
PHIC
1384
Pine Haven Investment Counsel
Massachusetts
$2.09M – – –
APIM
1385
Agate Pass Investment Management
Washington
$2.09M +$404K +986 +26%
GWA
1386
GGM Wealth Advisors
Maryland
$2.08M -$2.11M -5,156 -53%
FC
1387
Fiduciary Counselling
Minnesota
$2.07M – – –
GKWIM
1388
Gerber Kawasaki Wealth & Investment Management
California
$2.07M +$721K +1,761 +59%
PP
1389
PDS Planning
Ohio
$2.06M +$154K +376 +9%
CHA
1390
Cooper/Haims Advisors
New York
$2.06M +$11.1K +27 +0.6%
JSL
1391
JT Stratford LLC
Georgia
$2.06M +$409K +1,000 +27%
CC
1392
Copperleaf Capital
North Carolina
$2.06M -$28.2K -69 -1%
MWM
1393
Mascoma Wealth Management
New Hampshire
$2.06M +$45.4K +111 +2%
PA
1394
Procyon Advisors
Connecticut
$2.06M -$2.4M -5,865 -55%
MBT
1395
Montecito Bank & Trust
California
$2.05M +$269K +657 +16%
SWM
1396
Stockman Wealth Management
Montana
$2.05M -$900K -2,198 -32%
PCMC
1397
Planning Capital Management Corporation
Pennsylvania
$2.04M +$1.91M +4,677 New
FNWM
1398
Financial Network Wealth Management
Utah
$2.04M +$1.28M +3,115 +201%
VFP
1399
Verus Financial Partners
Virginia
$2.04M +$1.64K +4 +0.1%
HCA
1400
Horan Capital Advisors
Ohio
$2.03M +$409 +1 +0%
54 55
56
57 58

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.