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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
SWM
1051
SFG Wealth Management
Maryland
$2.18M -$36.5K -100 -1%
BWP
1052
BSW Wealth Partners
Colorado
$2.17M -$5.48K -15 -0.2%
ACA
1053
Aptus Capital Advisors
Alabama
$2.16M +$801K +2,193 +50%
SW
1054
SkyOak Wealth
Michigan
$2.15M +$82.9K +227 +4%
AMBIA
1055
Allen Mooney & Barnes Investment Advisors
Georgia
$2.15M +$3.65K +10 +0.2%
CCM
1056
Cribstone Capital Management
Maine
$2.15M +$421K +1,154 +21%
BS
1057
Boenning & Scattergood
Pennsylvania
$2.14M -$66.1K -181 -3%
ADL
1058
Asset Dedication LLC
California
$2.12M +$2.36M +6,456 New
BMA
1059
Brooks Moore & Associates
Tennessee
$2.12M +$111K +303 +5%
WT
1060
Whittier Trust
California
$2.1M +$19K +52 +0.8%
CAAS
1061
Capital Asset Advisory Services
Michigan
$2.1M +$317K +869 +16%
SAM
1062
SP Asset Management
California
$2.1M +$67.6K +185 +3%
HWM
1063
Hemington Wealth Management
Virginia
$2.1M -$145K -396 -6%
CCA
1064
Cobblestone Capital Advisors
New York
$2.1M +$55.2K +151 +2%
RWM
1065
RKL Wealth Management
Pennsylvania
$2.09M +$3.65K +10 +0.2%
AFP
1066
Ausdal Financial Partners
Iowa
$2.09M -$260K -711 -10%
SNB
1067
Security National Bank
Nebraska
$2.07M +$156K +427 +7%
USCWA
1068
U.S. Capital Wealth Advisors
Texas
$2.07M -$70.9K -194 -3%
GFS
1069
GYL Financial Synergies
Connecticut
$2.07M +$1.01M +2,777 +79%
SWA
1070
Sax Wealth Advisors
New Jersey
$2.06M +$24.1K +66 +1%
BPFA
1071
Barnes Pettey Financial Advisors
Mississippi
$2.05M +$585K +1,601 +34%
SWM
1072
SeaCrest Wealth Management
New York
$2.05M +$81.1K +222 +4%
SFA
1073
Sequoia Financial Advisors
Ohio
$2.05M -$1.21M -3,325 -35%
PWM
1074
Penobscot Wealth Management
Maine
$2.05M +$37.3K +102 +2%
WWM
1075
Wolff Wiese Magana
California
$2.05M +$19.4K +53 +0.9%

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.