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
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$869M
2
FA
2
Fiducient Advisors
Illinois
$848M
3
RJA
3
Raymond James & Associates
Florida
$8.96B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$8.48B
5
PFO
5
Pathstone Family Office
New Jersey
$520M

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
V
3
Veritable
Delaware
$0
4
Cerity Partners
4
Cerity Partners
New York
$367M
5
CS
5
Credit Suisse
Switzerland
$480M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$8.96B 22,820,508 +1,541,029 +7%
Bank of America
2
Bank of America
North Carolina
$8.58B 21,858,674 +17,542 +0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.48B 21,606,379 +1,231,615 +6%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$7.31B 18,627,424 -4,009,780 -18%
Morgan Stanley
5
Morgan Stanley
New York
$6.72B 17,118,800 -256,938 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.31B 13,512,220 -2,385,687 -15%
Goldman Sachs
7
Goldman Sachs
New York
$4.37B 11,119,543 +694,098 +7%
AA
8
Acorns Advisers
California
$3.06B 7,796,892 +63,167 +0.8%
UCFA
9
United Capital Financial Advisors
Texas
$1.56B 3,960,806 -541,896 -12%
LPL Financial
10
LPL Financial
California
$1.52B 3,882,823 +273,438 +8%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.52B 3,880,245 +226,856 +6%
Wells Fargo
12
Wells Fargo
California
$1.51B 3,834,243 +120,120 +3%
Ameriprise
13
Ameriprise
Minnesota
$1.49B 3,800,767 +176,281 +5%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.3B 3,299,338 +21,566 +0.7%
AssetMark Inc
15
AssetMark Inc
California
$1.22B 3,110,101 -4,577 -0.1%
UBS Group
16
UBS Group
Switzerland
$1.14B 2,909,588 +182,361 +7%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$1.12B 2,857,667 +662,473 +30%
NMIFOAC
18
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.11B 2,827,650 – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.09B 2,772,144 +95,839 +4%
Osaic Holdings
20
Osaic Holdings
Arizona
$978M 2,489,708 +563,210 +29%
ELFC
21
E-L Financial Corp
Ontario, Canada
$880M 1,653,658 +4 +0%
Truist Financial
22
Truist Financial
North Carolina
$872M 2,220,830 +27,177 +1%
Envestnet Portfolio Solutions
23
Envestnet Portfolio Solutions
Illinois
$869M 2,213,150 +2,213,150 New
FA
24
Fiducient Advisors
Illinois
$848M 2,160,361 +2,040,784 +1,707%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$775M 1,972,787 -137,213 -7%
1
2 3 4 5