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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
BMO
1301
Beck Mack & Oliver
New York
$1.07M
FRA
1302
Frank Rimerman Advisors
California
$1.06M +$365 +1 +0%
VPIM
1303
Vanguard Personalized Indexing Management
California
$1.05M -$672K -1,841 -36%
BIA
1304
Benchmark Investment Advisors
Illinois
$1.05M -$31K -85 -3%
GHA
1305
GW Henssler & Associates
Georgia
$1.05M -$3.65K -10 -0.3%
SIA
1306
Sage Investment Advisers
New York
$1.05M +$18.3K +50 +2%
AIC
1307
Archer Investment Corporation
Indiana
$1.05M +$365 +1 +0%
MWA
1308
Meridian Wealth Advisors
Texas
$1.04M +$260K +713 +29%
FWM
1309
Fortress Wealth Management
California
$1.04M -$326K -892 -22%
OLVIG
1310
Oliver Lagore Vanvalin Investment Group
Michigan
$1.04M +$163K +447 +16%
BI
1311
Berkeley Inc
Idaho
$1.04M +$45.7K +125 +4%
CAI
1312
Capital Advisors Inc
Oklahoma
$1.04M -$28.5K -78 -2%
AI
1313
Accredited Investors
Minnesota
$1.03M +$6.94K +19 +0.6%
BCM
1314
Bluefin Capital Management
New York
$1.02M +$1.13M +3,100 New
NCM
1315
Next Capital Management
New York
$1.02M
ST
1316
Spinnaker Trust
Maine
$1.01M -$35.4K -97 -3%
CPWMP
1317
Cardinal Point Wealth Management Partners
California
$1.01M +$192K +525 +21%
AAIM
1318
Asset Advisors Investment Management
Georgia
$1.01M -$120K -329 -10%
IWA
1319
Intercontinental Wealth Advisors
Texas
$1.01M
RWA
1320
RGT Wealth Advisors
Texas
$1M +$730 +2 +0.1%
BHIC
1321
Bassett Hargrove Investment Counsel
Delaware
$993K +$1.1M +3,025 New
MHB
1322
Midwest Heritage Bank
Iowa
$990K -$118K -324 -10%
RPCONE
1323
Retirement Planning Company of New England
Rhode Island
$986K +$129K +354 +13%
VCAM
1324
Van Cleef Asset Management
Ohio
$983K
RMAM
1325
Raab & Moskowitz Asset Management
New Jersey
$983K +$35.8K +98 +3%

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.