VOO icon

Vanguard S&P 500 ETF
VOO

Overview Fund Activity

2,912 hedge funds and large institutions have $199B invested in Vanguard S&P 500 ETF in 2024 Q3 according to their latest regulatory filings, with 211 funds opening new positions, 1,435 increasing their positions, 881 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,912
Holders Change
+100
Holders Change %
+3.56%
% of All Funds
42.12%
Holding in Top 10
673
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.66%
% of All Funds
9.73%
New
211
Increased
1,435
Reduced
881
Closed
75
Calls
$1.45B
Puts
$1.75B
Net Calls
-$302M
Net Calls Change
-$257M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.52B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.27B
3
Morgan Stanley
Morgan Stanley
New York
+$1.12B
4
ECM
Element Capital Management
New York
+$954M
5
IL
Investure LLC
Virginia
+$560M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$3.82B
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.34B
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$724M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$647M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$335M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSF
1851
Mustard Seed Financial
Arkansas
$1.17M +$112K +213 +11%
MPW
1852
Melone Private Wealth
Michigan
$1.17M -$123K -233 -10%
SWIM
1853
Smallwood Wealth Investment Management
New Jersey
$1.17M +$3.17K +6 +0.3%
HPC
1854
HM Payson & Co
Maine
$1.17M -$250K -473 -18%
BWM
1855
Brophy Wealth Management
New Hampshire
$1.16M +$1.16M +2,206 New
CA
1856
Cresta Advisors
Texas
$1.16M +$614K +1,164 +112%
CA
1857
CGN Advisors
Kansas
$1.16M +$146K +276 +14%
AEPWM
1858
Atlantic Edge Private Wealth Management
Florida
$1.16M -$642K -1,217 -36%
KC
1859
Kingfisher Capital
North Carolina
$1.15M +$433K +821 +60%
VAM
1860
Verity Asset Management
North Carolina
$1.15M -$114K -216 -9%
BWP
1861
Bernardo Wealth Planning
Pennsylvania
$1.15M +$1.61K +3 +0.1%
MA
1862
Mezzasalma Advisors
New Jersey
$1.15M +$1.15M +2,183 New
CICC
1863
Capital Investment Counsel (Colorado)
Colorado
$1.15M -$1.26M -2,382 -52%
CB
1864
Community Bank
New York
$1.15M -$57K -108 -5%
CTA
1865
Colonial Trust Advisors
South Carolina
$1.15M +$1.15M +2,177 New
SCA
1866
Stokes Capital Advisors
South Carolina
$1.15M -$79.7K -151 -6%
OFG
1867
Orcam Financial Group
California
$1.13M +$98.1K +186 +9%
GEA
1868
Glen Eagle Advisors
New Jersey
$1.13M +$1.58K +3 +0.1%
MAS
1869
Meeder Advisory Services
Ohio
$1.13M -$40.1K -76 -3%
EIA
1870
Edgemoor Investment Advisors
Maryland
$1.13M +$54.4K +103 +5%
DF
1871
DecisionPoint Financial
Arizona
$1.12M – – –
FWP
1872
Falcon Wealth Planning
California
$1.12M +$668K +1,265 +147%
APWM
1873
Argonautica Private Wealth Management
Massachusetts
$1.12M +$147K +278 +15%
PPC
1874
Park Place Capital
Alabama
$1.12M +$565K +1,071 +102%
TNB
1875
Thomasville National Bank
Georgia
$1.12M -$66K -125 -6%
73 74
75
76 77