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 %
CSC
2101
Caldwell Sutter Capital
California
$303K – – –
LWCFA
2102
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$303K -$35.6K -90 -11%
SSWM
2103
Strait & Sound Wealth Management
California
$301K +$67.5K +172 +29%
EL
2104
Envoi LLC
Minnesota
$301K +$301K +766 New
HR
2105
Howe & Rusling
New York
$300K -$3.14K -8 -1%
SC
2106
Sinecera Capital
Texas
$297K – – –
MLFP
2107
MPS Loria Financial Planners
Illinois
$296K – – –
WAM
2108
Weatherly Asset Management
California
$296K +$61.5K +156 +26%
AT
2109
Arden Trust
Delaware
$295K -$68.7K -175 -19%
FAP
2110
Financial Advisory Partners
Florida
$295K -$352K -896 -54%
EL
2111
EMFO LLC
Florida
$295K – – –
PAM
2112
Pegasus Asset Management
New York
$293K +$393 +1 +0.1%
MAM
2113
MMA Asset Management
Pennsylvania
$293K +$393 +1 +0.1%
CIS
2114
Connors Investor Services
Pennsylvania
$293K – – –
FA
2115
Financial Alternatives
California
$293K +$293K +746 New
HWA
2116
Heartwood Wealth Advisors
Virginia
$293K – – –
CISOA
2117
Capital Investment Services of America
Wisconsin
$292K +$15.3K +39 +6%
EP
2118
Essential Planning
New Hampshire
$292K +$64K +163 +28%
EAM
2119
Empirical Asset Management
Massachusetts
$289K +$1.18K +3 +0.4%
FM
2120
Foster & Motley
Ohio
$287K -$25.1K -64 -8%
PEA
2121
Park Edge Advisors
Ohio
$285K – – –
TCM
2122
Tandem Capital Management
New Jersey
$285K -$7.85K -20 -3%
QC
2123
QCM Cayman
Texas
$284K +$284K +724 New
WIM
2124
Waycross Investment Management
Washington
$282K – – –
NRG
2125
Nemes Rush Group
Michigan
$282K -$7.85K -20 -3%
83 84
85
86 87