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Vanguard S&P 500 ETF

2,257 hedge funds and large institutions have $124B invested in Vanguard S&P 500 ETF in 2022 Q4 according to their latest regulatory filings, with 316 funds opening new positions, 1,035 increasing their positions, 651 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more first-time investments, than exits

New positions opened: 316 | Existing positions closed: 80

59% more repeat investments, than reductions

Existing positions increased: 1,035 | Existing positions reduced: 651

9% more funds holding

Funds holding: 2,0662,257 (+191)

8% more capital invested

Capital invested by funds: $114B → $124B (+$9.62B)

6% more funds holding in top 10

Funds holding in top 10: 496526 (+30)

8% more call options, than puts

Call options by funds: $1.23B | Put options by funds: $1.13B

1.14% less ownership

Funds ownership: 39.91%38.76% (-1.1%)

Holders
2,257
Holders Change
+191
Holders Change %
+9.24%
% of All Funds
36.28%
Holding in Top 10
526
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+6.05%
% of All Funds
8.46%
New
316
Increased
1,035
Reduced
651
Closed
80
Calls
$1.23B
Puts
$1.13B
Net Calls
+$95.4M
Net Calls Change
+$2.61B
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
251
Deutsche Bank
Germany
$41.5M -$3.92M -11,093 -9%
VWM
252
Venturi Wealth Management
Texas
$41.4M +$40.3M +113,949 +2,901%
OFS
253
Oldfather Financial Services
Nebraska
$41.4M +$1.9M +5,379 +5%
BP
254
Ballentine Partners
Massachusetts
$41.2M +$2.27M +6,417 +6%
GWSA
255
Global Wealth Strategies & Associates
Colorado
$41.1M +$41.4M +117,052 New
WSWA
256
Warren Street Wealth Advisors
California
$40.7M +$16.1M +45,534 +65%
Legal & General Group
257
Legal & General Group
United Kingdom
$40.5M +$6.21M +17,590 +18%
RWP
258
Reliant Wealth Planning
Kentucky
$40.3M +$190K +537 +0.5%
SCA
259
Scott Capital Advisors
Oregon
$40M +$1.25M +3,548 +3%
MDSL
260
M.D. Sass LLC
New York
$39.7M +$14.8M +41,765 +59%
TRCT
261
Tower Research Capital (TRC)
New York
$39.3M +$37.4M +105,748 +1,717%
CGPCS
262
Capital Group Private Client Services
California
$39.2M +$32.5M +92,087 +475%
RWB
263
RMR Wealth Builders
New Jersey
$39.1M +$2.09M +5,919 +6%
Canada Life
264
Canada Life
Manitoba, Canada
$38.9M +$7.66M +21,675 +24%
FFA
265
Fragasso Financial Advisors
Pennsylvania
$38.7M -$313K -887 -0.8%
BP
266
BCK Partners
New York
$38.3M +$989K +2,800 +3%
GA
267
GoalVest Advisory
New York
$37.9M +$2.03M +5,749 +6%
CWA
268
CJM Wealth Advisers
Virginia
$37.7M -$1.91M -5,402 -5%
SWM
269
Selective Wealth Management
Virginia
$37.6M +$9.56M +27,060 +35%
Prudential Financial
270
Prudential Financial
New Jersey
$37.1M +$2.62M +7,409 +8%
AAS
271
Avantax Advisory Services
Texas
$36.4M +$3.29M +9,315 +10%
PG
272
Proffitt & Goodson
Tennessee
$36.3M +$372K +1,052 +1%
SWA
273
Safir Wealth Advisors
New Hampshire
$36.2M -$345K -977 -0.9%
ZF
274
Zhang Financial
Michigan
$36M +$9.94M +28,125 +38%
HCM
275
Hollencrest Capital Management
California
$35.9M -$11M -31,029 -23%

VOO Hedge Fund Activity: Q4 2022 in Review

2,257 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q4 2022, worth a combined $124B — up 8.4% from $114B a quarter earlier.

Buyers outnumbered sellers: 316 funds opened new VOO positions and 80 closed out — a net gain of 236 holders — while 1,035 added to existing stakes and 651 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $861M. The largest seller was Bank of America, cutting an estimated $4.37B.

  • 2,257 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q4 2022, up from 2,066 in Q3 2022.
  • Funds reported $124B of Vanguard S&P 500 ETF stock for Q4 2022, up 8.4% quarter-over-quarter.
  • 316 funds opened new Vanguard S&P 500 ETF positions in Q4 2022 and 80 closed out, a net change of +236 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q4 2022 was Goldman Sachs, an estimated $861M added.
  • The largest Vanguard S&P 500 ETF seller in Q4 2022 was Bank of America, an estimated $4.37B sold.

Based on aggregated 13F filings for Q4 2022.