VOO icon

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 %
CPIA
1601
Cornell Pochily Investment Advisors
New York
$885K -$353K -899 -29%
SPFA
1602
Summit Place Financial Advisors
New Jersey
$885K -$10.2K -26 -1%
RDWM
1603
Red Door Wealth Management
Tennessee
$882K -$11.8K -30 -1%
CC
1604
Cannell & Co
New York
$878K +$45.9K +117 +6%
AC
1605
AIFG Consultants
New York
$877K -$121K -307 -12%
SPWM
1606
Schrum Private Wealth Management
Florida
$877K +$4.71K +12 +0.5%
EBA
1607
Eagle Bay Advisors
New York
$875K +$27.5K +70 +3%
MCM
1608
MV Capital Management
Maryland
$875K – – –
ATPW
1609
Ashton Thomas Private Wealth
Arizona
$873K +$235K +598 +37%
PI
1610
PFG Investments
New York
$873K +$12.6K +32 +1%
EF
1611
Exeter Financial
Arizona
$873K +$9.43K +24 +1%
CCG
1612
Coastwise Capital Group
California
$870K +$502K +1,278 +136%
CSI
1613
Cross Staff Investments
New York
$870K – – –
ST
1614
Sabal Trust
Florida
$868K +$22.8K +58 +3%
CWM
1615
Chemistry Wealth Management
New York
$867K +$109K +278 +14%
AA
1616
Alesco Advisors
New York
$863K +$119K +304 +16%
IFWM
1617
Institute for Wealth Management
Colorado
$862K -$64K -163 -7%
PGIM
1618
Pacific Global Investment Management
California
$858K -$2.75K -7 -0.3%
DE
1619
Day & Ennis
Georgia
$857K +$9.03K +23 +1%
DPI
1620
Diversified Portfolios Inc
Michigan
$857K +$279K +710 +48%
BIA
1621
Bigelow Investment Advisors
Maine
$856K – – –
SWM
1622
Segment Wealth Management
Texas
$855K – – –
RWM
1623
Rezny Wealth Management
Florida
$855K -$37.7K -96 -4%
NFP
1624
Narus Financial Partners
Utah
$851K +$104K +265 +14%
WA
1625
WP Advisors
California
$848K +$27.1K +69 +3%
63 64
65
66 67