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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
NB
551
NBT Bank
New York
$9.78M
MFGP
552
Marshall Financial Group (Pennsylvania)
Pennsylvania
$9.77M +$471K +1,289 +5%
BAM
553
Brave Asset Management
New Jersey
$9.76M +$13.5K +37 +0.1%
SEP
554
Southland Equity Partners
Missouri
$9.71M -$805K -2,204 -7%
IAA
555
Independent Advisor Alliance
North Carolina
$9.7M +$1.45M +3,963 +15%
SWM
556
Sendero Wealth Management
Texas
$9.67M -$1.38M -3,790 -11%
APG
557
Abacus Planning Group
South Carolina
$9.64M +$182K +498 +2%
Lido Advisors
558
Lido Advisors
California
$9.63M +$1.11M +3,039 +12%
CW
559
Connectus Wealth
Ohio
$9.59M -$97.5K -267 -0.9%
KWM
560
Kingsview Wealth Management
Oregon
$9.54M +$294K +806 +3%
IMPI
561
Ilmarinen Mutual Pension Insurance
Finland
$9.54M +$93.5K +256 +0.9%
AC
562
Avory & Company
Florida
$9.46M
CAG
563
Crestwood Advisors Group
Massachusetts
$9.36M -$118K -322 -1%
GWA
564
Gibson Wealth Advisors
Texas
$9.35M -$649K -1,776 -6%
CFMC
565
Curbstone Financial Management Corp
New Hampshire
$9.33M +$475K +1,300 +5%
MW
566
Marcum Wealth
Ohio
$9.29M +$329K +900 +3%
DWT
567
Dorsey & Whitney Trust
South Dakota
$9.23M +$1.16M +3,183 +13%
MMPW
568
Mitchell McLeod Pugh & Williams
Alabama
$9.2M +$645K +1,765 +7%
MA
569
MKT Advisors
California
$9.18M +$22.3K +61 +0.2%
CBC
570
Coombe, Bender & Co
New York
$9.17M +$91.3K +250 +0.9%
AT
571
Arden Trust
Delaware
$9.17M -$1.43M -3,925 -12%
DWA
572
Divergent Wealth Advisors
Utah
$9.16M +$10.2M +27,909 New
BL
573
Balentine LLC
Georgia
$9.16M -$1.16M -3,188 -10%
TA
574
TruWealth Advisors
Louisiana
$9.14M +$409K +1,120 +4%
RPGK
575
Retirement Planning Group (Kansas)
Kansas
$9.13M -$1.29M -3,530 -11%

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.