We are live on ! Find out more
VOO icon

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
RT
826
Rockland Trust
Massachusetts
$5.06M +$616K +1,744 +14%
WP
827
WealthSource Partners
California
$5.06M -$312K -883 -6%
APC
828
Asset Planning Corporation
Tennessee
$5.04M -$39.9K -113 -0.8%
ACP
829
Aveo Capital Partners
Colorado
$5.04M +$1.03M +2,909 +25%
JSW
830
Journey Strategic Wealth
New Jersey
$5.03M +$3.41M +9,666 +208%
CSPIA
831
Cary Street Partners Investment Advisory
Virginia
$4.99M +$529K +1,497 +12%
MWM
832
Mission Wealth Management
California
$4.98M +$1.18M +3,327 +31%
SAM
833
Secure Asset Management
Michigan
$4.97M -$771K -2,182 -13%
LSIA
834
LaSalle St. Investment Advisors
Illinois
$4.97M +$5M +14,147 New
KL
835
KilterHowling LLC
Colorado
$4.94M +$116K +328 +2%
HCM
836
Howland Capital Management
Massachusetts
$4.94M +$472K +1,337 +11%
FD
837
Financial Designs
California
$4.92M +$4.95M +14,008 New
ZIG
838
Zuckerman Investment Group
Illinois
$4.91M +$21.2K +60 +0.4%
GFPC
839
Global Financial Private Client
Florida
$4.88M -$553K -1,565 -10%
CAS
840
Coppell Advisory Solutions
Texas
$4.88M +$4.91M +13,899 New
CASC
841
Coppell Advisory Solutions Corp
Texas
$4.88M +$4.91M +13,899 New
BMM
842
Berkshire Money Management
Massachusetts
$4.84M +$745K +2,109 +18%
LIA
843
Luken Investment Analytics
Tennessee
$4.83M +$4.86M +13,753 New
AO
844
Advisor OS
Illinois
$4.82M +$38.9K +110 +0.8%
CAG
845
Csenge Advisory Group
Florida
$4.82M +$242K +685 +5%
CCM
846
Coerente Capital Management
Ontario, Canada
$4.81M
FA
847
Fermata Advisors
California
$4.81M -$673K -1,905 -12%
MSWMA
848
Market Street Wealth Management Advisors
Indiana
$4.8M +$4.48M +12,686 +1,288%
CDH
849
Charles D. Hyman
$4.79M +$4.59K +13 +0.1%
YIA
850
YHB Investment Advisors
Connecticut
$4.79M +$40.3K +114 +0.8%

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.