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Vanguard S&P 500 ETF
VOO

Overview Fund Activity

2,399 hedge funds and large institutions have $128B invested in Vanguard S&P 500 ETF in 2023 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 1,156 increasing their positions, 769 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,399
Holders Change
+28
Holders Change %
+1.18%
% of All Funds
38.25%
Holding in Top 10
557
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.36%
% of All Funds
8.88%
New
140
Increased
1,156
Reduced
769
Closed
84
Calls
$1.06B
Puts
$766M
Net Calls
+$296M
Net Calls Change
+$33.7M

Top Buyers

1
FA
Fiducient Advisors
Illinois
+$801M
2
RJA
Raymond James & Associates
Florida
+$605M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$484M
4
PFO
Pathstone Family Office
New Jersey
+$465M
5
CI
Clal Insurance
Israel
+$316M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.57B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$937M
3
Cerity Partners
Cerity Partners
New York
-$397M
4
CS
Credit Suisse
Switzerland
-$267M
5
UCFA
United Capital Financial Advisors
Texas
-$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
D
1451
Diversified
Delaware
$1.23M -$58.1K -148 -4%
OBWG
1452
Onyx Bridge Wealth Group
New York
$1.22M +$276K +702 +29%
DIP
1453
DT Investment Partners
Pennsylvania
$1.22M – – –
SA
1454
Sunesis Advisors
Kansas
$1.22M +$1.22M +3,104 New
HCM
1455
HMS Capital Management
Tennessee
$1.22M – – –
AAIM
1456
Asset Advisors Investment Management
Georgia
$1.21M – – –
HDIM
1457
Hanson & Doremus Investment Management
Vermont
$1.21M +$8.64K +22 +0.7%
CHJWM
1458
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.21M +$118K +308 +11%
JC
1459
JB Capital
Connecticut
$1.21M +$35.3K +90 +3%
FWS
1460
FinDec Wealth Services
California
$1.2M -$5.11K -13 -0.4%
PCM
1461
Passive Capital Management
Maryland
$1.19M +$833K +2,122 +232%
RMAM
1462
Raab & Moskowitz Asset Management
New Jersey
$1.19M -$3.53K -9 -0.3%
WAM
1463
Weinberger Asset Management
California
$1.19M +$104K +266 +10%
OWM
1464
Orgel Wealth Management
Wisconsin
$1.18M -$82.5K -210 -7%
EA
1465
Eudaimonia Advisors
Tennessee
$1.18M -$124K -316 -9%
TAS
1466
TIFF Advisory Services
Pennsylvania
$1.18M -$108M -275,606 -99%
JFGIW
1467
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.18M -$1.18K -3 -0.1%
PWM
1468
Paulson Wealth Management
Illinois
$1.18M -$41.6K -106 -3%
BFA
1469
Beacon Financial Advisory
Ohio
$1.18M +$80.1K +204 +7%
Belvedere Trading
1470
Belvedere Trading
Illinois
$1.17M -$3.56M -9,063 -75%
CFP
1471
Curran Financial Partners
South Carolina
$1.17M +$785 +2 +0.1%
GKWIM
1472
Gerber Kawasaki Wealth & Investment Management
California
$1.17M +$238K +606 +26%
GWM
1473
GSB Wealth Management
Connecticut
$1.17M +$15.3K +39 +1%
BAAM
1474
Baker Avenue Asset Management
California
$1.17M +$54.6K +139 +5%
BWM
1475
Baron Wealth Management
Michigan
$1.16M +$697K +1,774 +150%
57 58
59
60 61