We are live on ! Find out more
VOO icon

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
PFS
851
Prospera Financial Services
Texas
$3.85M -$789K -2,159 -16%
TWP
852
TFO Wealth Partners
Ohio
$3.85M +$90.6K +248 +2%
HA
853
Harfst & Associates
Wyoming
$3.84M -$117K -321 -3%
BMM
854
Berkshire Money Management
Massachusetts
$3.83M +$4.26M +11,668 New
DWM
855
Doyle Wealth Management
Florida
$3.82M +$321K +879 +8%
CCM
856
Canal Capital Management
Virginia
$3.82M +$105K +287 +3%
NAMP
857
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.81M +$1.27M +3,466 +43%
SWPG
858
Strategic Wealth Partners Group
Illinois
$3.81M -$48.9K -134 -1%
GCL
859
Gouws Capital LLC
North Carolina
$3.77M +$35.8K +98 +0.9%
TL
860
Tradewinds LLC
North Carolina
$3.77M +$345K +944 +9%
PAIM
861
Punch & Associates Investment Management
Minnesota
$3.77M +$3.79M +10,381 +954%
ACP
862
Aveo Capital Partners
Colorado
$3.75M +$217K +594 +5%
DA
863
Detalus Advisors
Missouri
$3.74M -$190K -521 -4%
SWM
864
Soundmark Wealth Management
Washington
$3.72M -$285K -780 -6%
KWS
865
Keystone Wealth Services
California
$3.72M +$142K +389 +4%
IIA
866
Integral Investment Advisors
California
$3.72M -$1.6M -4,375 -28%
CAN
867
Claraphi Advisory Network
United States
$3.7M -$708K -1,938 -15%
WLIM
868
White Lighthouse Investment Management
Massachusetts
$3.69M +$495K +1,356 +14%
Mitsubishi UFJ Asset Management
869
Mitsubishi UFJ Asset Management
Japan
$3.67M -$269K -736 -6%
TF
870
Tompkins Financial
New York
$3.66M +$107K +292 +3%
CWM
871
Capital Wealth Management
Rhode Island
$3.66M +$263K +720 +7%
MC
872
Mount Capital
United Kingdom
$3.64M
DOA
873
D'Orazio & Associates
Virginia
$3.59M +$12.4K +34 +0.3%
Retirement Systems of Alabama
874
Retirement Systems of Alabama
Alabama
$3.59M -$409K -1,121 -9%
SBH
875
Segall Bryant & Hamill
Illinois
$3.58M +$962K +2,634 +32%

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.