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 %
DWMS
2051
Dominguez Wealth Management Solutions
Virginia
$529K +$1.75K +4 +0.3%
CCM
2052
Chiron Capital Management
Florida
$529K +$104K +239 +25%
ICP
2053
Ironvine Capital Partners
Nebraska
$528K +$1.75K +4 +0.3%
STAS
2054
Strong Tower Advisory Services
Minnesota
$528K +$528K +1,209 New
IHWM
2055
Iron Horse Wealth Management
Iowa
$527K +$143K +327 +37%
ES
2056
ETF Store
Kansas
$527K +$2.18K +5 +0.4%
NAM
2057
NTV Asset Management
West Virginia
$525K -$874 -2 -0.2%
IWS
2058
Insight Wealth Strategies
California
$525K +$6.12K +14 +1%
DWM
2059
Darwin Wealth Management
Florida
$524K +$136K +311 +35%
MM
2060
Main Management
California
$521K -$437 -1 -0.1%
FA
2061
Financial Advisors
Massachusetts
$520K +$27.1K +62 +5%
RL
2062
Retireful LLC
Michigan
$520K +$520K +1,190 New
SPAS
2063
Spectrum Planning & Advisory Services
California
$520K – – –
PPC
2064
Park Place Capital
Alabama
$516K +$1.75K +4 +0.3%
FCM
2065
Family Capital Management
Michigan
$516K -$17.9K -41 -3%
BCP
2066
Berkeley Capital Partners
Georgia
$516K -$18.8K -43 -4%
VHAM
2067
Van Hulzen Asset Management
California
$515K -$251K -576 -33%
MPIA
2068
Mountain Pacific Investment Advisers
Idaho
$510K -$10.9K -25 -2%
GWSG
2069
GPS Wealth Strategies Group
Colorado
$510K -$117K -268 -19%
SFA
2070
Source Financial Advisors
New York
$510K -$1.29M -2,944 -72%
DFG
2071
Delta Financial Group
New Jersey
$508K +$90.5K +207 +22%
WA
2072
Wealth Alliance
New York
$507K +$8.3K +19 +2%
BHBT
2073
Burke & Herbert Bank & Trust
Virginia
$507K – – –
CGFA
2074
Colton Groome Financial Advisors
North Carolina
$504K +$504K +1,155 New
RFWA
2075
RPg Family Wealth Advisory
Massachusetts
$504K -$37.6K -86 -7%
81 82
83
84 85