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.

Holders
2,399
Holders Change
+28
Holders Change %
+1.18%
% of All Funds
38.26%
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
1
Fiducient Advisors
Illinois
$848M
2
RJA
2
Raymond James & Associates
Florida
$8.96B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.48B
4
PFO
4
Pathstone Family Office
New Jersey
$520M
5
CI
5
Clal Insurance
Israel
$688M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$7.31B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.31B
3
Cerity Partners
3
Cerity Partners
New York
$367M
4
CS
4
Credit Suisse
Switzerland
$480M
5
UCFA
5
United Capital Financial Advisors
Texas
$1.56B
Name Holding Trade Value Shares
Change 		Shares
Change %
UOTTAIMCU
2376
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$9.82K +$9.82K +25 New
KA
2377
Kozak & Associates
Colorado
$9.08K – – –
VDBMI
2378
Van Den Berg Management I
Texas
$8.2K – – –
IRC
2379
Investors Research Corp
Georgia
$7.64K – – –
CWM
2380
Compass Wealth Management
Connecticut
$7.07K – – –
EWM
2381
EPG Wealth Management
Georgia
$5.89K – – –
CCM
2382
Copeland Capital Management
Pennsylvania
$5.89K – – –
DF
2383
DecisionPoint Financial
Arizona
$5.11K +$786 +2 +18%
IPW
2384
Impact Partnership Wealth
Georgia
$5.11K -$83.6K -213 -94%
MCA
2385
Maryland Capital Advisors
Maryland
$4.32K – – –
FFA
2386
Fairfield Financial Advisors
Massachusetts
$3.56K – – –
HCP
2387
Hexagon Capital Partners
Arkansas
$3.55K +$2.76K +7 +350%
SL
2388
Savior LLC
Massachusetts
$3.53K – – –
BHWM
2389
Bay Harbor Wealth Management
Maryland
$3.15K – – –
CIM
2390
Contravisory Investment Management
Massachusetts
$3.14K +$3.14K +8 New
CFG
2391
CKW Financial Group
Hawaii
$3K – – –
SGC
2392
Slocum, Gordon & Co
Rhode Island
$2.92K +$2.92K +7 New
BCPWM
2393
Bradley & Co Private Wealth Management
Florida
$2.75K – – –
VNA
2394
Valley National Advisers
Pennsylvania
$2K -$33.3K -100 -94%
NA
2395
Nordwand Advisors
Pennsylvania
$1.96K – – –
PPWM
2396
PFG Private Wealth Management
Florida
$1.18K -$22.4K -57 -95%
PWMG
2397
Provence Wealth Management Group
California
$1.18K +$1.18K +3 New
PI
2398
PEAK6 Investments
Illinois
$1.07K – – –
TFA
2399
Transamerica Financial Advisors
Florida
$1K – – –
C
2400
Covestor
United Kingdom
$1K – – –
94 95
96
97 98