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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
KBFS
926
Kohmann Bosshard Financial Services
Ohio
$3.12M +$649K +1,778 +23%
LC
927
Lindbrook Capital
California
$3.12M -$17.2K -47 -0.5%
SIA
928
Soltis Investment Advisors
Utah
$3.11M +$609K +1,667 +21%
LBC
929
Lowe Brockenbrough & Co
Virginia
$3.09M +$751K +2,056 +28%
BBPWM
930
Blue Bell Private Wealth Management
Pennsylvania
$3.09M -$2.62M -7,182 -43%
IIC
931
Integrated Investment Consultants
Michigan
$3.08M -$199K -544 -5%
JCM
932
Jacobi Capital Management
Pennsylvania
$3.06M -$6.37M -17,442 -65%
BONH
933
Bank of New Hampshire
New Hampshire
$3.04M -$4.38K -12 -0.1%
CSPAM
934
Cary Street Partners Asset Management
Virginia
$3.03M +$237K +650 +8%
KA
935
Klingman & Associates
New York
$3.01M -$166K -454 -5%
FPCM
936
Financial Partners Capital Management
New York
$3M +$56.2K +154 +2%
CA
937
Crumly & Associates
Illinois
$2.98M
MG
938
Mather Group
Illinois
$2.98M +$222K +607 +7%
SMFG
939
Sumitomo Mitsui Financial Group
Japan
$2.96M +$676K +1,851 +26%
AWM
940
Adams Wealth Management
Utah
$2.96M +$3.29M +9,018 New
CW
941
CreativeOne Wealth
Kansas
$2.96M -$301K -823 -8%
BSG
942
Black Swift Group
Colorado
$2.96M +$813K +2,225 +33%
AIM
943
AMI Investment Management
Indiana
$2.95M -$7.3K -20 -0.2%
AWA
944
AmeriServ Wealth Advisors
Pennsylvania
$2.93M +$261K +715 +9%
CFO
945
Collective Family Office
Pennsylvania
$2.92M -$745K -2,041 -19%
EAM
946
Evanson Asset Management
California
$2.91M +$166K +454 +5%
XWM
947
Xcel Wealth Management
Florida
$2.89M +$196K +538 +7%
CFD
948
Creative Financial Designs
Indiana
$2.88M +$206K +564 +7%
SIC
949
Sigma Investment Counselors
Michigan
$2.86M +$168K +461 +6%
GL
950
Graypoint LLC
New York
$2.86M -$171K -469 -5%

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.