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 %
CFS
1801
CRA Financial Services
New Jersey
$884K +$183K +420 +26%
PFS
1802
Prospect Financial Services
New York
$881K +$881K +2,018 New
CFA
1803
Cahill Financial Advisors
Minnesota
$881K +$318K +728 +56%
SN
1804
Sittner & Nelson
Oregon
$880K – – –
VFIC
1805
Valley Forge Investment Consultants
Pennsylvania
$879K -$369K -845 -30%
CFS
1806
Cannon Financial Strategists
Georgia
$875K – – –
GLLW
1807
Graves Light Lenhart Wealth
Virginia
$875K -$12.7K -29 -1%
PWG
1808
Portside Wealth Group
Utah
$870K +$12.7K +29 +1%
FAM
1809
Formidable Asset Management
Ohio
$867K -$205K -470 -19%
SFG
1810
SNS Financial Group
Minnesota
$866K +$313K +716 +57%
MWA
1811
Meridian Wealth Advisors
Texas
$866K +$86K +197 +11%
SIA
1812
Schechter Investment Advisors
Michigan
$865K -$1.75K -4 -0.2%
TNBTD
1813
Trustmark National Bank Trust Department
Mississippi
$865K +$865K +1,981 New
PSA
1814
Plum Street Advisors
Louisiana
$864K +$864K +1,979 New
MWM
1815
Moulton Wealth Management
Washington
$864K +$13.1K +30 +2%
CCM
1816
Carlson Capital Management
Minnesota
$862K +$477K +1,091 +124%
FF
1817
Financial Futures
New Jersey
$858K -$13.5K -31 -2%
AWM
1818
Austin Wealth Management
Texas
$857K -$311K -678 -27%
KWMG
1819
King Wealth Management Group
Florida
$856K +$79.5K +182 +10%
KCM
1820
Kanawha Capital Management
Virginia
$856K +$86.5K +198 +11%
PWM
1821
Power Wealth Management
Georgia
$855K +$855K +1,958 New
SFC
1822
SYM Financial Corp
Indiana
$853K -$70.3K -161 -8%
Jane Street
1823
Jane Street
New York
$852K -$1.04M -2,377 -55%
RVPG
1824
Relative Value Partners Group
$851K +$449K +1,027 +112%
RFS
1825
Richardson Financial Services
Massachusetts
$850K +$850K +1,945 New
71 72
73
74 75