At Holdings Channel, we have reviewed the latest batch of the 63 most recent 13F filings for the 06/30/2026 reporting period, and noticed that Vanguard Index Funds Mid-Cap Value Index VIPER Shs (Symbol: VOO) was held by 38 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.
Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.
Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let’s take a look at the change in VOO positions, for this latest batch of 13F filers:
FundNew Position?Change In Share CountChange In Market Value ($ in 1000’s)
Ariston Services Group
Existing
+9,476+$6,508Bouchey Financial Group Ltd.
Existing
+8,551+$20,997OmniStar Financial Group Inc.
NEW
+311+$214Financial Futures Ltd Liability Co.
Existing
+323,148+$36,856Tempo Wealth LLC
Existing
+84+$1,118Facet Wealth Inc.
Existing
+10,215+$9,740New Hampshire Trust
Existing
+1,272+$330Private Wealth Management Group LLC
Existing
–72+$20Cambridge Investment Research Advisors Inc.
Existing
+1,179,762+$454,271Wealth Management Nebraska
Existing
–10+$163Tufton Capital Management
Existing
+230+$230Ellenbecker Investment Group
Existing
+13+$66NORTHSTAR ASSET MANAGEMENT Co
Existing
+403+$1,719Bare Financial Services Inc
Existing
+12+$10Westside Investment Management Inc.
Existing
+66+$52Allen Capital Group LLC
Existing
+5,768+$1,567Peterson Wealth Services
Existing
+34+$282TD Waterhouse Canada Inc.
Existing
–4,887+$3,605Prospera Capital Management LLC
Existing
+16,379+$13,327Global Assets Advisory LLC
Existing
–8,952–$4,370Align Financial LLC
Existing
+2,768+$604FFT Wealth Management LLC
Existing
+2+$99Hegarty Advisors LLC
Existing
–1,045+$1,477Schear Investment Advisers LLC
Existing
–103+$303Third View Private Wealth LLC
Existing
+1,672+$1,358Dudley Capital Management LLC
Existing
+54+$203Nottingham Advisors Inc.
Existing
+23+$2,713Miramar Capital LLC
NEW
+4,462+$563LGL Partners LLC
NEW
+2,181+$1,063Elevation Capital Advisory LLC
Existing
–460+$245Evermay Wealth Management LLC
Existing
–12,991+$1,641S&A Financial Services Inc.
Existing
–319+$67Raffa Wealth Management LLC
Existing
+26+$854Morey & Quinn Wealth Partners LLC
Existing
+243+$458Opulen Financial Group LLC
Existing
–94+$530TKG Advisors LLC
Existing
+84,853+$18,378Private Advisor Group LLC
Existing
–65,141–$17,953Center For Asset Management LLC
Existing
+950+$2,549Aggregate Change:
+1,558,884+$561,857
In terms of shares owned, we count 24 of the above funds having increased existing VOO positions from 03/31/2026 to 06/30/2026, with 11 having decreased their positions and 3 new positions.
Looking beyond these particular funds in this one batch of most recent filers, we tallied up the VOO share count in the aggregate among all of the funds which held VOO at the 06/30/2026 reporting period (out of the 2,527 we looked at in total). We then compared that number to the sum total of VOO shares those same funds held back at the 03/31/2026 period, to see how the aggregate share count held by hedge funds has moved for VOO. We found that between these two periods, funds reduced their holdings by 35,759,204 shares in the aggregate, from 41,502,513 down to 5,743,309 for a share count decline of approximately -86.16%. The overall top three funds holding VOO on 06/30/2026 were:
We’ll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like Vanguard Index Funds Mid-Cap Value Index VIPER Shs (Symbol: VOO).
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