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
$15.8B
2
Goldman Sachs
Goldman Sachs
New York
$6.58B
3
Cerity Partners
Cerity Partners
New York
$1.22B
4
Vanguard Group
Vanguard Group
Pennsylvania
$9.98B
5
Wolverine Trading
Wolverine Trading
Illinois
$694M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.74B
2
FA
Fiducient Advisors
Illinois
$52.8M
3
UCFA
United Capital Financial Advisors
Texas
$883M
4
CI
Clal Insurance
Israel
$33.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.49B
Name Holding Trade Value Shares
Change 		Shares
Change %
ZF
201
Zhang Financial
Michigan
$88.5M +$9.28M +21,248 +12%
DADC
202
D.A. Davidson & Co
Montana
$88.1M +$7.06M +16,152 +9%
GWSA
203
Global Wealth Strategies & Associates
Colorado
$88M +$15.8M +36,232 +22%
CCM
204
Condor Capital Management
New Jersey
$87.8M +$1.84M +4,210 +2%
NSLI
205
Nan Shan Life Insurance
Taiwan
$86M – – –
GA
206
GoalVest Advisory
New York
$84.8M +$5M +11,440 +6%
LMIM
207
Lockheed Martin Investment Management
Maryland
$84.4M -$94.3K -216 -0.1%
MPW
208
MA Private Wealth
California
$83.7M -$308K -706 -0.4%
FMWA
209
Forvis Mazars Wealth Advisors
Missouri
$83.5M -$76K -174 -0.1%
JAWM
210
J. Arnold Wealth Management
Ohio
$83.4M +$40.6M +92,863 +95%
EA
211
Efficient Advisors
Ohio
$82.6M -$9.72M -22,247 -11%
GG
212
Greenwood Gearhart
Arkansas
$82.4M +$82.4M +188,685 New
CAM
213
Cresset Asset Management
Illinois
$79.7M +$5.86M +13,412 +8%
CST
214
Charles Schwab Trust
Nevada
$78.3M -$508K -1,163 -0.6%
FAG
215
Financial Advisory Group
Texas
$78.2M -$1.46M -3,336 -2%
SFP
216
Sweet Financial Partners
Minnesota
$78M +$1.64M +3,754 +2%
MFIM
217
Mesirow Financial Investment Management
Illinois
$77.2M +$77.2M +181,190 New
William Blair & Company
218
William Blair & Company
Illinois
$76.6M +$2.53M +5,802 +3%
NP
219
NorthRock Partners
Minnesota
$76.1M +$75.3M +172,378 +9,263%
SC
220
Sepio Capital
Utah
$75.8M -$10.2M -23,383 -12%
SFBLI
221
Southern Farm Bureau Life Insurance
Mississippi
$75.6M – – –
MC
222
McMorgan & Co
California
$75.4M -$3.61M -8,264 -5%
IL
223
Investure LLC
Virginia
$75.1M +$8.5M +19,462 +13%
MCCA
224
Mill Creek Capital Advisors
Pennsylvania
$73.6M +$3.82M +8,744 +5%
AGA
225
Arkos Global Advisors
Texas
$73.4M +$19.8M +45,329 +37%
7 8
9
10 11