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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
TI
701
Truepoint Inc
Ohio
$7.37M +$1.03M +2,929 +16%
AG
702
Ascent Group
Virginia
$7.37M +$1.15M +3,259 +18%
LWIC
703
Leith Wheeler Investment Counsel
British Columbia, Canada
$7.31M
KSWA
704
Kathleen S. Wright Associates
Pennsylvania
$7.19M +$2.59M +7,324 +56%
SMG
705
Smart Money Group
Texas
$7.16M +$3.73M +10,550 +107%
NFG
706
Nations Financial Group
Iowa
$7.12M +$5.79M +16,389 +422%
GG
707
Gofen & Glossberg
Illinois
$7.08M +$426K +1,206 +6%
GT
708
Glenview Trust
Kentucky
$7.07M -$56.2K -159 -0.8%
HPM
709
Hoxton Planning & Management
West Virginia
$7.05M +$7.09M +20,057 New
WP
710
Westmount Partners
California
$7.04M +$7.08M +20,040 New
UW
711
Unique Wealth
Florida
$7.04M +$7.08M +20,033 New
AIP
712
Almanack Investment Partners
Pennsylvania
$7M +$7.04M +19,937 New
BAM
713
Belpointe Asset Management
Nevada
$6.98M -$3.72M -10,544 -35%
AF
714
Affiance Financial
Minnesota
$6.95M -$532K -1,505 -7%
FUBT
715
First United Bank & Trust
Maryland
$6.92M -$39.6K -112 -0.6%
ECM
716
Evergreen Capital Management
Washington
$6.86M +$495K +1,402 +8%
SFS
717
Security Financial Services
Indiana
$6.82M +$981K +2,777 +17%
CWM
718
Connecticut Wealth Management
Connecticut
$6.77M +$3.4M +9,616 +100%
HP
719
Hikari Power
Japan
$6.75M
WB
720
WesBanco Bank
West Virginia
$6.73M +$1.1M +3,101 +19%
CA
721
Claro Advisors
Massachusetts
$6.72M +$1.19M +3,365 +21%
LWP
722
Laurel Wealth Planning
Minnesota
$6.67M +$96.1K +272 +1%
XS
723
XR Securities
Illinois
$6.66M +$6.7M +18,965 New
EC
724
EdgeRock Capital
Colorado
$6.65M -$38.3M -108,279 -85%
GWM
725
Greenhouse Wealth Management
Connecticut
$6.62M +$956K +2,705 +17%

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.