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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
AWM
1526
Accel Wealth Management
Iowa
$1.56M +$6.14K +15 +0.4%
LWANC
1527
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.55M +$2.46K +6 +0.2%
PAM
1528
PVG Asset Management
Colorado
$1.55M -$192K -468 -12%
GIA
1529
Guyasuta Investment Advisors
Pennsylvania
$1.55M -$8.19K -20 -0.6%
SFPG
1530
Stonebridge Financial Planning Group
Florida
$1.55M +$18.4K +45 +1%
KAS
1531
KPP Advisory Services
Kentucky
$1.54M -$905K -2,211 -38%
1WA
1532
180 Wealth Advisors
Washington
$1.54M +$69.6K +170 +5%
CCB
1533
Country Club Bank
Missouri
$1.54M – – –
CPRC
1534
Consolidated Portfolio Review Corp
New York
$1.53M +$64.7K +158 +5%
MFS
1535
Mirabella Financial Services
United Kingdom
$1.53M +$1.43M +3,500 New
EFM
1536
E Fund Management
China
$1.53M +$494K +1,207 +53%
EFMH
1537
E Fund Management (HK)
Hong Kong
$1.53M +$494K +1,207 +53%
CPCM
1538
Cardinal Point Capital Management
Ontario, Canada
$1.52M – – –
DWM
1539
Destination Wealth Management
California
$1.52M -$239K -584 -14%
RFS
1540
Retirement Financial Solutions
Tennessee
$1.52M +$120K +292 +9%
SLC
1541
Second Line Capital
Louisiana
$1.51M +$1.42M +3,467 New
ITIM
1542
Indiana Trust & Investment Management
Indiana
$1.51M -$46.3K -113 -3%
HFW
1543
Horizon Family Wealth
Illinois
$1.51M +$3.69K +9 +0.3%
VBWMG
1544
Von Berge Wealth Management Group
California
$1.51M -$104K -253 -7%
GD
1545
Grandfield & Dodd
New York
$1.5M -$7.33M -17,906 -84%
LRIA
1546
Leonard Rickey Investment Advisors
Washington
$1.49M -$16K -39 -1%
HA
1547
HFG Advisors
Ohio
$1.48M +$6.55K +16 +0.5%
CICC
1548
Capital Investment Counsel (Colorado)
Colorado
$1.47M +$1.38M +3,373 New
CWP
1549
Core Wealth Partners
California
$1.47M – – –
LW
1550
Libra Wealth
California
$1.46M -$158K -387 -10%
60 61
62
63 64

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.