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 %
GAM
1976
Gotham Asset Management
New York
$396K -$285K -726 -42%
CWM
1977
C2C Wealth Management
Arizona
$395K – – –
CWM
1978
Chesapeake Wealth Management
Virginia
$395K – – –
ACP
1979
Aviance Capital Partners
Florida
$395K +$785 +2 +0.2%
TI
1980
tru Independence
Oregon
$393K – – –
FTC
1981
Farmers Trust Company
Ohio
$393K – – –
HFM
1982
Hartford Financial Management
Connecticut
$393K – – –
RSS
1983
Rosenblum Silverman Sutton
California
$393K +$5.89K +15 +2%
DTC
1984
Davidson Trust Company
Washington
$392K -$20.4K -52 -5%
LNB
1985
Ledyard National Bank
$391K +$77K +196 +25%
SIAS
1986
Summit Investment Advisory Services
Minnesota
$390K +$1.18K +3 +0.3%
BIAS
1987
Beacon Investment Advisory Services
New Jersey
$389K +$191K +486 +96%
GIM
1988
Goelzer Investment Management
Indiana
$389K +$389K +991 New
NL
1989
Navalign LLC
California
$389K +$3.14K +8 +0.8%
MSR
1990
Main Street Research
Connecticut
$387K +$27.2K +69 +8%
MWAM
1991
Manhattan West Asset Management
California
$387K -$779 -2 -0.2%
AUB
1992
Atlantic Union Bankshares
Virginia
$386K -$13K -33 -3%
CMP
1993
Coston McIsaac & Partners
Maine
$386K +$29.4K +75 +8%
AWP
1994
Accretive Wealth Partners
New Jersey
$385K +$11.4K +29 +3%
GGS
1995
Galvin Gaustad & Stein
Arizona
$384K – – –
PWM
1996
PRW Wealth Management
Massachusetts
$383K -$89.8M -235,166 -100%
CSA
1997
Cottage Street Advisors
Massachusetts
$382K +$165K +420 +76%
DBT
1998
Dubuque Bank & Trust
Iowa
$382K – – –
TCM
1999
Tradewinds Capital Management
Washington
$382K +$3.54K +9 +0.9%
AWA
2000
Archvest Wealth Advisors
California
$382K +$24K +61 +7%
78 79
80
81 82