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Vanguard S&P 500 ETF
VOO

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: 2,066 → 2,257 (+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: 496 → 526 (+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

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$861M
2
GWA
Gibson Wealth Advisors
Texas
+$569M
3
Calamos Advisors
Calamos Advisors
Illinois
+$474M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$305M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$285M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$4.37B
2
CI
Clal Insurance
Israel
-$343M
3
AIA
Angeles Investment Advisors
California
-$313M
4
NAM
Nissay Asset Management
Japan
-$299M
5
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$280M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1101
Cobblestone Capital Advisors
New York
$2.48M +$243K +689 +11%
JGIA
1102
Jackson Grant Investment Advisers
Connecticut
$2.48M +$35.3K +100 +1%
PIA
1103
Perennial Investment Advisors
California
$2.47M -$156K -441 -6%
MHS
1104
M Holdings Securities
Oregon
$2.46M -$8.95M -25,326 -78%
BMA
1105
Brooks Moore & Associates
Tennessee
$2.45M +$188K +532 +8%
CWM
1106
ClientFirst Wealth Management
Arkansas
$2.45M – – –
IFO
1107
Independent Family Office
New York
$2.44M +$591K +1,672 +32%
JWWM
1108
Johnson & White Wealth Management
Pennsylvania
$2.43M +$48.8M +138,027 New
SWM
1109
SeaCrest Wealth Management
New York
$2.43M +$231K +653 +10%
GC
1110
Giverny Capital
Quebec, Canada
$2.42M +$2.44M +6,900 New
BA
1111
Bristlecone Advisors
Washington
$2.42M -$3.77M -10,658 -61%
CCA
1112
Childress Capital Advisors
Texas
$2.41M +$28.6K +81 +1%
BFS
1113
Bradley Foster & Sargent
Connecticut
$2.4M +$230K +651 +11%
QCG
1114
Quadrant Capital Group
Ohio
$2.39M -$5.65K -16 -0.2%
SCA
1115
Sage Capital Advisors
South Dakota
$2.37M +$2.12K +6 +0.1%
OSAM
1116
O'Shaughnessy Asset Management
Connecticut
$2.37M -$189K -536 -7%
BPFA
1117
Barnes Pettey Financial Advisors
Mississippi
$2.37M +$173K +491 +8%
CWP
1118
CFM Wealth Partners
Texas
$2.36M -$4.59K -13 -0.2%
SLG
1119
Stanley-Laman Group
Pennsylvania
$2.36M +$15.9K +45 +0.7%
CWP
1120
Curated Wealth Partners
California
$2.36M -$1.04M -2,931 -30%
BCM
1121
Bayesian Capital Management
New York
$2.35M +$2.37M +6,700 New
CWA
1122
Consilio Wealth Advisors
Washington
$2.35M -$543K -1,538 -19%
PIMG
1123
Patriot Investment Management Group
Tennessee
$2.33M -$2.75M -7,795 -56%
ZIM
1124
Zacks Investment Management
Illinois
$2.32M +$173K +489 +8%
WRPWM
1125
Werba Rubin Papier Wealth Management
California
$2.3M +$2.32M +6,556 New
43 44
45
46 47

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.