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Vanguard S&P 500 ETF

2,067 hedge funds and large institutions have $114B invested in Vanguard S&P 500 ETF in 2022 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 1,018 increasing their positions, 660 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 1,018 | Existing positions reduced: 660

15% more capital invested

Capital invested by funds: $99.4B → $114B (+$15B)

13% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 93

3% more funds holding in top 10

Funds holding in top 10: 480496 (+16)

0.68% less ownership

Funds ownership: 40.59%39.91% (-0.68%)

1% less funds holding

Funds holding: 2,0852,067 (-18)

73% less call options, than puts

Call options by funds: $950M | Put options by funds: $3.46B

Holders
2,067
Holders Change
-18
Holders Change %
-0.86%
% of All Funds
35.6%
Holding in Top 10
496
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+3.33%
% of All Funds
8.54%
New
105
Increased
1,018
Reduced
660
Closed
93
Calls
$950M
Puts
$3.46B
Net Calls
-$2.51B
Net Calls Change
-$558M
Name Holding Trade Value Shares
Change
Change in
Stake
RC
401
Roundview Capital
New Jersey
$18.5M +$771K +2,111 +4%
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$18.4M +$556K +1,522 +3%
BWM
403
BerganKDV Wealth Management
Minnesota
$18.4M +$697K +1,907 +4%
BAM
404
Banta Asset Management
California
$18.3M -$992K -2,715 -5%
RWG
405
Ratio Wealth Group
Colorado
$18.3M -$81.1K -222 -0.4%
FMP
406
Financial Management Professionals
Texas
$18.1M +$727K +1,991 +4%
MA
407
Momentum Advisors
New York
$17.8M +$561K +1,535 +3%
WAP
408
Wealthcare Advisory Partners
Pennsylvania
$17.7M -$310K -850 -2%
GG
409
GenWealth Group
New Jersey
$17.6M -$670K -1,834 -3%
OPS
410
Orion Portfolio Solutions
Nebraska
$17.6M +$664K +1,818 +4%
SFG
411
Sage Financial Group
Pennsylvania
$17.4M +$1.01M +2,760 +5%
OIA
412
OneDigital Investment Advisors
Kansas
$17.3M -$24.1M -66,003 -56%
SFG
413
StrategIQ Financial Group
Indiana
$17.2M +$11K +30 +0.1%
TSW
414
Thompson Siegel & Walmsley
Virginia
$17.2M -$1.21M -3,306 -6%
COCM
415
Charter Oak Capital Management
New Hampshire
$17.1M +$5.18M +14,185 +37%
SC
416
Stephens Consulting
Michigan
$17.1M +$324K +888 +2%
OHWP
417
Oak Harbor Wealth Partners
North Carolina
$17M +$664K +1,819 +4%
TFCP
418
Twin Focus Capital Partners
Massachusetts
$16.9M +$1.03M +2,818 +6%
SAM
419
Sompo Asset Management
Japan
$16.9M +$401K +1,097 +2%
SC
420
Savant Capital
Illinois
$16.8M +$412K +1,127 +2%
First Trust Advisors
421
First Trust Advisors
Illinois
$16.8M +$2.7M +7,383 +17%
Amundi
422
Amundi
France
$16.7M -$1.64M -4,500 -9%
AWM
423
Avior Wealth Management
Nebraska
$16.5M +$1.15M +3,135 +7%
SF
424
Synovus Financial
Georgia
$16.5M +$3.36M +9,202 +22%
MIAN
425
Mariner Independent Advisor Network
Kansas
$16.5M -$432K -1,182 -2%

VOO Hedge Fund Activity: Q3 2022 in Review

2,067 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q3 2022, worth a combined $114B — up 15% from $99.4B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new VOO positions and 93 closed out — a net gain of 12 holders — while 1,018 added to existing stakes and 660 trimmed.

The largest buyer was Employees Retirement System of Texas, opening a new position worth an estimated $495M. The largest seller was Bank of America, cutting an estimated $332M.

  • 2,067 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q3 2022, down from 2,085 in Q2 2022.
  • Funds reported $114B of Vanguard S&P 500 ETF stock for Q3 2022, up 15% quarter-over-quarter.
  • 105 funds opened new Vanguard S&P 500 ETF positions in Q3 2022 and 93 closed out, a net change of +12 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q3 2022 was Employees Retirement System of Texas, an estimated $495M added.
  • The largest Vanguard S&P 500 ETF seller in Q3 2022 was Bank of America, an estimated $332M sold.

Based on aggregated 13F filings for Q3 2022.