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 %
AA
2176
AlphaQ Advisors
Florida
$425K -$19.2K -44 -4%
HB
2177
HTLF Bank
Colorado
$425K +$425K +973 New
SDAM
2178
Shulman DeMeo Asset Management
New York
$425K +$2.18K +5 +0.5%
RIP
2179
RAM Investment Partners
Washington
$423K +$10.5K +24 +3%
DSN
2180
D. Scott Neal
Kentucky
$423K -$19.7K -45 -4%
PCM
2181
Poehling Capital Management
Wisconsin
$423K – – –
LF
2182
LifeSteps Financial
California
$423K +$7.43K +17 +2%
SCA
2183
Stonebridge Capital Advisors
Minnesota
$423K +$54.2K +124 +15%
TCM
2184
Towercrest Capital Management
Pennsylvania
$422K +$437 +1 +0.1%
WCWM
2185
Willow Creek Wealth Management
California
$422K – – –
OHWA
2186
Oak Hill Wealth Advisors
Virginia
$421K – – –
MBTD
2187
Mechanics Bank - Trust Department
California
$421K +$421K +964 New
UIA
2188
Ulland Investment Advisors
Minnesota
$421K -$65.1K -149 -13%
KCIC
2189
Kuhn & Co Investment Counsel
Illinois
$419K +$419K +959 New
QPWM
2190
Quadrant Private Wealth Management
Pennsylvania
$419K +$113K +258 +37%
OCM
2191
Osterweis Capital Management
California
$418K -$375K – –
WGCA
2192
Wolf Group Capital Advisors
Virginia
$417K – – –
MCM
2193
Maple Capital Management
Vermont
$417K -$59.9K -137 -13%
KFI
2194
Key Financial Inc
Pennsylvania
$417K -$5.68K -13 -1%
BPC
2195
Banque Pictet & Cie
Switzerland
$415K – – –
MSR
2196
Main Street Research
Connecticut
$414K -$15.3K -35 -4%
HFS
2197
Hantz Financial Services
Michigan
$411K +$110K +251 +36%
SRL
2198
Scientech Research LLC
New Jersey
$410K +$410K +939 New
LWM
2199
Lakeridge Wealth Management
Ohio
$410K +$410K +939 New
AWM
2200
Atticus Wealth Management
Florida
$409K -$77.3K -177 -16%
86 87
88
89 90