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 %
LMIM
201
Lockheed Martin Investment Management
Maryland
$76M +$84.8K +216 +0.1%
KAS
202
Kestra Advisory Services
Texas
$76M +$7.49M +19,066 +11%
MPW
203
MA Private Wealth
California
$75.5M -$22M -55,979 -23%
FMWA
204
Forvis Mazars Wealth Advisors
Missouri
$75.2M +$3.16M +8,052 +4%
DADC
205
D.A. Davidson & Co
Montana
$72.9M +$21.7M +55,157 +42%
GA
206
GoalVest Advisory
New York
$71.7M +$3.65M +9,282 +5%
FAG
207
Financial Advisory Group
Texas
$71.6M -$8.11M -20,660 -10%
ZF
208
Zhang Financial
Michigan
$71.4M +$9.9M +25,166 +16%
MC
209
McMorgan & Co
California
$71.1M +$496K +1,264 +0.7%
CST
210
Charles Schwab Trust
Nevada
$70.9M -$4.54M -11,561 -6%
KHLMVGHM
211
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$70M – – –
SFP
212
Sweet Financial Partners
Minnesota
$68.7M +$613K +1,562 +0.9%
SFBLI
213
Southern Farm Bureau Life Insurance
Mississippi
$68M -$47.7M -121,385 -41%
WWM
214
Wiser Wealth Management
Georgia
$67.3M +$1.93M +4,913 +3%
CAM
215
Cresset Asset Management
Illinois
$66.6M +$2M +5,075 +3%
William Blair & Company
216
William Blair & Company
Illinois
$66.6M +$3.14M +7,999 +5%
GWSA
217
Global Wealth Strategies & Associates
Colorado
$64.9M +$12M +30,592 +23%
LSAG
218
Lake Street Advisors Group
New Hampshire
$64.9M -$1.01M -2,579 -2%
QAM
219
Q3 Asset Management
Michigan
$64.4M +$63.6M +162,000 +8,100%
CA
220
Cambridge Advisors
Nebraska
$63.6M -$3.16M -8,049 -5%
MCCA
221
Mill Creek Capital Advisors
Pennsylvania
$62.8M +$62.8K +160 +0.1%
CWA
222
CJM Wealth Advisers
Virginia
$62.8M +$3.56M +9,067 +6%
CG
223
Caprock Group
Idaho
$62.6M +$432K +1,096 +0.7%
SCM
224
Stordahl Capital Management
Colorado
$62.2M -$1.54M -3,934 -2%
CSIA
225
Conrad Siegel Investment Advisors
Pennsylvania
$61.8M +$38.4M +97,700 +164%
7 8
9
10 11