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 %
SXL
1776
Summit X LLC
Missouri
$608K +$608K +1,548 New
CD
1777
Chapin Davis
Maryland
$608K +$166K +424 +38%
WJA
1778
Willis Johnson & Associates
Texas
$607K +$91.1K +232 +18%
CIA
1779
Covington Investment Advisors
Pennsylvania
$607K – – –
BAWC
1780
Boyce & Associates Wealth Consulting
Texas
$607K – – –
OW
1781
Olistico Wealth
Oklahoma
$604K +$1.96K +5 +0.3%
SSW
1782
Stone Summit Wealth
Florida
$604K +$296K +754 +96%
DCM
1783
Dimension Capital Management
Florida
$602K -$12.6K -32 -2%
FWSM
1784
First Wilshire Securities Management
California
$602K – – –
LB
1785
Legacy Bridge
Iowa
$600K – – –
PFA
1786
Pathway Financial Advisors
Vermont
$599K – – –
PWAG
1787
Polaris Wealth Advisory Group
California
$599K +$58.9K +150 +11%
JWBC
1788
J.W. Burns & Co
New York
$597K -$113K -287 -16%
TW
1789
Transform Wealth
Colorado
$595K +$5.13K +13 +0.9%
WDG
1790
Wealth Dimensions Group
Ohio
$595K +$393 +1 +0.1%
CFO
1791
Custos Family Office
Texas
$594K -$1.47M -3,733 -71%
FMN
1792
Financial Management Network
California
$588K -$48.8K -125 -8%
HCM
1793
Hall Capital Management
Rhode Island
$587K – – –
THL
1794
Tillman Hartley LLC
Colorado
$586K – – –
AFP
1795
Alpha Financial Partners
Kentucky
$585K -$393 -1 -0.1%
BHWM
1796
Bar Harbor Wealth Management
New Hampshire
$585K -$25.5K -65 -4%
GI
1797
Gradient Investments
Minnesota
$582K -$21.2K -54 -4%
AA
1798
Axiom Advisory
California
$581K -$3.14K -8 -0.5%
RPCONE
1799
Retirement Planning Company of New England
Rhode Island
$581K -$675K -1,720 -54%
LG
1800
LAM Group
Oregon
$579K – – –
70 71
72
73 74