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 %
CCM
2001
Chiron Capital Management
Florida
$381K +$20.4K +52 +6%
PCMF
2002
Private Capital Management (Florida)
Florida
$381K – – –
PCM
2003
Poehling Capital Management
Wisconsin
$381K +$381K +969 New
BWL
2004
Beacon Wealthcare LLC
North Carolina
$380K +$146K +371 +62%
SDAM
2005
Shulman DeMeo Asset Management
New York
$380K +$786 +2 +0.2%
KFI
2006
Key Financial Inc
Pennsylvania
$380K +$13K +33 +4%
TCM
2007
Towercrest Capital Management
Pennsylvania
$379K +$393 +1 +0.1%
PP
2008
PrairieView Partners
Minnesota
$379K +$63.1K +161 +20%
FFWA
2009
FRG Family Wealth Advisors
Washington
$379K -$43.2K -110 -10%
WCWM
2010
Willow Creek Wealth Management
California
$379K – – –
PFP
2011
Paragon Financial Partners
California
$379K +$58.9K +150 +18%
OHWA
2012
Oak Hill Wealth Advisors
Virginia
$379K +$7.07K +18 +2%
SGK
2013
Steigerwald Gordon & Koch
Virginia
$376K +$13K +33 +4%
OCM
2014
Osterweis Capital Management
California
$375K -$547K – –
DFG
2015
Delta Financial Group
New Jersey
$375K +$375K +955 New
LF
2016
LifeSteps Financial
California
$374K +$374K +952 New
HFS
2017
Heritage Financial Services
Massachusetts
$373K -$285K -726 -43%
BPC
2018
Banque Pictet & Cie
Switzerland
$373K -$2.59M -6,592 -87%
AA
2019
Addison Advisors
Vermont
$373K +$393 +1 +0.1%
SW
2020
SMART Wealth
Nebraska
$371K +$1.96K +5 +0.5%
RIP
2021
RAM Investment Partners
Washington
$371K – – –
HFS
2022
Howard Financial Services
Texas
$371K +$121K +308 +48%
LFA
2023
LGT Financial Advisors
Texas
$371K +$785 +2 +0.2%
NAM
2024
NorthCrest Asset Manangement
Minnesota
$368K -$109K -278 -23%
SSWM
2025
Smith Salley Wealth Management
North Carolina
$366K +$366K +932 New
79 80
81
82 83