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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
NB
576
NBT Bank
New York
$10.5M +$44.9K +127 +0.4%
TWA
577
TPB Wealth Advisors
Texas
$10.5M +$11.5M +32,497 +5,094%
Principal Financial Group
578
Principal Financial Group
Iowa
$10.5M +$4.27M +12,095 +68%
SEP
579
Southland Equity Partners
Missouri
$10.4M +$18K +51 +0.2%
LPAM
580
Lodestar Private Asset Management
California
$10.4M +$10.5M +29,614 New
EPM
581
Elm Partners Management
Pennsylvania
$10.4M -$3.49M -9,874 -25%
TWC
582
TD Waterhouse Canada
Ontario, Canada
$10.3M +$914K +2,588 +10%
BFAG
583
Blackston Financial Advisory Group
Florida
$10.3M -$327K -925 -3%
AAG
584
Armstrong Advisory Group
Massachusetts
$10.3M +$10.4M +29,371 New
CAG
585
Crestwood Advisors Group
Massachusetts
$10.3M +$277K +784 +3%
MW
586
Marcum Wealth
Ohio
$10.3M +$347K +983 +3%
LIA
587
LBMC Investment Advisors
Tennessee
$10.3M -$451K -1,276 -4%
BTWM
588
Baker Tilly Wealth Management
Wisconsin
$10.2M +$1.01M +2,868 +11%
WWC
589
Waypoint Wealth Counsel
Georgia
$10.2M +$10.3M +29,100 New
PA
590
Pinnacle Associates
New York
$10.2M -$3.86M -10,923 -27%
AC
591
Avory & Company
Florida
$10.1M
VFM
592
Valley Financial Management
New York
$10.1M -$7.32M -20,730 -42%
TWM
593
Tradition Wealth Management
Minnesota
$10.1M -$5.06M -14,319 -33%
KWM
594
Kingsview Wealth Management
Oregon
$10.1M -$129K -364 -1%
BEAM
595
Baker Ellis Asset Management
Washington
$10.1M -$524K -1,483 -5%
SWA
596
Stratos Wealth Advisors
Ohio
$10.1M -$3.32M -9,389 -25%
CFMC
597
Curbstone Financial Management Corp
New Hampshire
$10M +$60.1K +170 +0.6%
MFWM
598
Motley Fool Wealth Management
Virginia
$10M +$6.3M +17,840 +167%
TFCP
599
Twin Focus Capital Partners
Massachusetts
$9.99M -$8.14M -23,036 -45%
SC
600
SRB Corp
Massachusetts
$9.96M +$9.13M +25,832 +1,021%

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.