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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
NFG
1051
Northeast Financial Group
Pennsylvania
$2.79M +$2.81M +7,943 New
CWM
1052
Concentric Wealth Management
California
$2.79M -$177K -500 -6%
TCOO
1053
Trust Company of Oklahoma
Oklahoma
$2.77M +$15.5K +44 +0.6%
NS
1054
Newman & Schimel
Illinois
$2.77M +$243K +688 +10%
KA
1055
Klingman & Associates
New York
$2.76M -$462K -1,309 -14%
Nisa Investment Advisors
1056
Nisa Investment Advisors
Missouri
$2.76M +$2.62M +7,410 +1,684%
TSS
1057
Two Sigma Securities
New York
$2.74M +$2.75M +7,796 New
IFA
1058
Interactive Financial Advisors
Illinois
$2.73M +$353K +999 +15%
RI
1059
Ridgewood Investments
New Jersey
$2.73M -$215K -608 -7%
CCT
1060
Capital City Trust
Florida
$2.72M +$156K +442 +6%
PK
1061
Pflug Koory
Nebraska
$2.72M
MFG
1062
MidWestOne Financial Group
Iowa
$2.72M +$305K +864 +13%
NHT
1063
New Hampshire Trust
New Hampshire
$2.72M +$2.74M +7,750 New
TCOV
1064
Trust Company of Vermont
Vermont
$2.71M +$68.2K +193 +3%
AP
1065
Americana Partners
Texas
$2.7M +$2.72M +7,697 New
FOFP
1066
Fee-Only Financial Planning
South Carolina
$2.7M +$2.72M +7,695 New
RIL
1067
Rothschild Investment LLC
Illinois
$2.7M +$593K +1,679 +28%
WIP
1068
WealthCare Investment Partners
Rhode Island
$2.69M +$952K +2,695 +54%
SQA
1069
Simon Quick Advisors
New Jersey
$2.69M +$61.5K +174 +2%
GSIS
1070
Global Strategic Investment Solutions
Arizona
$2.69M +$1.77K +5 +0.1%
CPP
1071
Capasso Planning Partners
South Carolina
$2.66M -$29.7K -84 -1%
WMA
1072
West Michigan Advisors
Michigan
$2.65M -$355K -1,006 -12%
WIA
1073
World Investment Advisors
California
$2.65M +$253K +716 +10%
LWAC
1074
Laurel Wealth Advisors (California)
California
$2.65M +$25.1K +71 +0.9%
PPWP
1075
Proquility Private Wealth Partners
Nevada
$2.65M +$2.66M +7,539 New

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.