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 %
GSEP
1376
Golden State Equity Partners
California
$2.1M +$293K +670 +16%
DWA
1377
Douglass Winthrop Advisors
New York
$2.1M +$1.01M +2,320 +93%
WF
1378
Welch & Forbes
Massachusetts
$2.1M +$518K +1,185 +33%
VR
1379
Valued Retirements
Texas
$2.1M +$2.1M +4,798 New
PHIC
1380
Pine Haven Investment Counsel
Massachusetts
$2.09M – – –
APIM
1381
Agate Pass Investment Management
Washington
$2.09M +$431K +986 +26%
GWA
1382
GGM Wealth Advisors
Maryland
$2.08M -$2.31M -5,156 -53%
FC
1383
Fiduciary Counselling
Minnesota
$2.07M – – –
GKWIM
1384
Gerber Kawasaki Wealth & Investment Management
California
$2.07M +$769K +1,761 +59%
PP
1385
PDS Planning
Ohio
$2.06M +$164K +376 +9%
CHA
1386
Cooper/Haims Advisors
New York
$2.06M +$11.8K +27 +0.6%
JSL
1387
JT Stratford LLC
Georgia
$2.06M +$437K +1,000 +27%
CC
1388
Copperleaf Capital
North Carolina
$2.06M -$30.1K -69 -1%
MWM
1389
Mascoma Wealth Management
New Hampshire
$2.06M +$48.5K +111 +2%
PA
1390
Procyon Advisors
Connecticut
$2.06M -$2.56M -5,865 -55%
MBT
1391
Montecito Bank & Trust
California
$2.05M +$287K +657 +16%
SWM
1392
Stockman Wealth Management
Montana
$2.05M -$960K -2,198 -32%
PCMC
1393
Planning Capital Management Corporation
Pennsylvania
$2.04M +$2.04M +4,677 New
FNWM
1394
Financial Network Wealth Management
Utah
$2.04M +$1.36M +3,115 +201%
VFP
1395
Verus Financial Partners
Virginia
$2.04M +$1.79K +4 +0.1%
HCA
1396
Horan Capital Advisors
Ohio
$2.03M +$437 +1 +0%
AC
1397
Apella Capital
Connecticut
$2.02M -$93.2K -217 -4%
M
1398
MYeCFO
California
$2.02M +$77.8K +178 +4%
BDF
1399
Black Diamond Financial
Maryland
$2.02M +$13.1K +30 +0.7%
AAIM
1400
Asset Advisors Investment Management
Georgia
$2.01M +$663K +1,519 +49%
54 55
56
57 58