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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
WW
801
Waterfront Wealth
Kansas
$4.44M -$245K -672 -5%
YIA
802
YHB Investment Advisors
Connecticut
$4.43M +$320K +875 +7%
MFS
803
Monetta Financial Services
Illinois
$4.43M -$548K -1,500 -10%
AFO
804
Allie Family Office
Florida
$4.43M +$2.81M +7,681 +132%
CPFP
805
Clear Perspectives Financial Planning
Ohio
$4.41M +$439K +1,202 +10%
MP
806
McDonald Partners
Ohio
$4.4M -$1.9M -5,193 -28%
CFGS
807
Concourse Financial Group Securities
Alabama
$4.39M -$32.9K -90 -0.5%
KWM
808
Keebeck Wealth Management
Illinois
$4.38M +$69.8K +191 +1%
PWPCM
809
Perella Weinberg Partners Capital Management
New York
$4.34M
BJL
810
Brighton Jones LLC
Washington
$4.32M +$529K +1,449 +12%
KSWA
811
Kathleen S. Wright Associates
Pennsylvania
$4.31M +$1.3M +3,568 +37%
TIA
812
Traphagen Investment Advisors
New Jersey
$4.28M +$859K +2,351 +22%
CAG
813
Csenge Advisory Group
Florida
$4.28M +$785K +2,150 +20%
PWS
814
Private Wealth Strategies
Ohio
$4.27M +$232K +634 +5%
GB
815
Gunma Bank
Japan
$4.27M +$3.65M +10,000 +333%
CWS
816
Cypress Wealth Services
California
$4.27M +$11.7K +32 +0.3%
TFS
817
Thoroughbred Financial Services
Tennessee
$4.27M +$359K +984 +8%
GVAG
818
Great Valley Advisor Group
Delaware
$4.23M +$1.79M +4,913 +62%
OMC
819
Old Mission Capital
Illinois
$4.22M +$4.69M +12,845 New
EB
820
Eastern Bank
Massachusetts
$4.2M -$2.27M -6,210 -33%
VNB
821
Virginia National Bank
Virginia
$4.2M -$2.19M -5,985 -32%
AIM
822
Anchor Investment Management
South Carolina
$4.2M +$20.8K +57 +0.4%
CWM
823
Cherrydale Wealth Management
New Jersey
$4.19M +$19.4K +53 +0.4%
HCM
824
Howland Capital Management
Massachusetts
$4.18M +$46.4K +127 +1%
CS
825
Cannell & Spears
New York
$4.17M -$1.15M -3,155 -20%

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.