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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
MWM
1176
Moulton Wealth Management
Washington
$1.49M -$4.68M -12,827 -74%
PPW
1177
Parcion Private Wealth
Washington
$1.49M -$484K -1,324 -23%
SWA
1178
SFMG Wealth Advisors
Texas
$1.47M +$310K +850 +23%
EDRH
1179
Edmond de Rothschild Holding
Switzerland
$1.47M +$1.46M +4,000 +833%
CHA
1180
Cooper/Haims Advisors
New York
$1.46M +$4.75K +13 +0.3%
FPB
1181
First PREMIER Bank
South Dakota
$1.46M
RIA
1182
Realta Investment Advisors
Delaware
$1.45M +$29.9K +82 +2%
FBA
1183
Front Barnett Associates
Illinois
$1.45M +$81.4K +223 +5%
BFO
1184
Boston Family Office
Massachusetts
$1.44M -$86.9K -238 -5%
WA
1185
Wealthstream Advisors
New York
$1.44M +$59.9K +164 +4%
EIP
1186
Ellis Investment Partners
Pennsylvania
$1.44M +$29.9K +82 +2%
WFA
1187
WMG Financial Advisors
Tennessee
$1.43M -$9.13K -25 -0.6%
HS
1188
Horan Securities
United States
$1.43M -$84K -230 -5%
LSPW
1189
Lake Street Private Wealth
Illinois
$1.42M -$74.1K -203 -4%
BMM
1190
Buffington Mohr McNeal
Idaho
$1.42M +$8.4K +23 +0.5%
TBWA
1191
Three Bridge Wealth Advisors
California
$1.42M +$40.2K +110 +3%
WFA
1192
Wipfli Financial Advisors
Wisconsin
$1.42M +$757K +2,073 +93%
CAMG
1193
CWA Asset Management Group
Florida
$1.42M +$86.6K +237 +6%
YWS
1194
Yarger Wealth Strategies
Ohio
$1.42M -$1.03M -2,830 -40%
BL
1195
BFSG LLC
California
$1.42M +$516K +1,413 +49%
HPC
1196
HM Payson & Co
Maine
$1.41M +$1.51M +4,139 +2,670%
GIA
1197
GHP Investment Advisors
Colorado
$1.41M +$646K +1,770 +70%
BFA
1198
Beacon Financial Advisory
Ohio
$1.4M -$148K -405 -9%
CCM
1199
Covington Capital Management
California
$1.39M -$870K -2,381 -36%
RTC
1200
Riverview Trust Company
Washington
$1.39M -$414K -1,134 -21%

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.