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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
AWA
1301
Aaron Wealth Advisors
Illinois
$1.41M +$1.41M +4,001 New
BMM
1302
Buffington Mohr McNeal
Idaho
$1.4M -$120K -341 -8%
MWM
1303
MorganRosel Wealth Management
Colorado
$1.4M +$815K +2,308 +137%
TSWM
1304
Tyler-Stone Wealth Management
Ohio
$1.4M +$7.77K +22 +0.6%
RWA
1305
River Wealth Advisors
Pennsylvania
$1.39M -$86.9K -246 -6%
FWA
1306
FOCUS Wealth Advisors
Texas
$1.38M -$407K -1,152 -23%
SOS
1307
Silver Oak Securities
Tennessee
$1.37M +$380K +1,076 +38%
PGA
1308
Portland Global Advisors
Maine
$1.37M +$50.2K +142 +4%
SIS
1309
Strategic Investment Solutions
Illinois
$1.37M +$1.26M +3,566 New
ACM
1310
Absolute Capital Management
Pennsylvania
$1.36M +$120K +341 +10%
PA
1311
Procyon Advisors
Connecticut
$1.36M +$840K +2,379 +160%
VC
1312
Veery Capital
Delaware
$1.35M +$372K +1,052 +38%
CHA
1313
Carmichael Hill & Associates
Maryland
$1.35M -$628K -1,778 -32%
HS
1314
Horan Securities
United States
$1.34M -$188K -531 -12%
BFA
1315
Beacon Financial Advisory
Ohio
$1.34M -$156K -443 -10%
AC
1316
Apella Capital
Connecticut
$1.33M -$347K -981 -21%
SAM
1317
SignalPoint Asset Management
Missouri
$1.33M +$98.2K +278 +8%
MC
1318
Moors & Cabot
Massachusetts
$1.33M +$50.2K +142 +4%
HIA
1319
HTG Investment Advisors
Connecticut
$1.33M +$1.34M +3,785 New
SCP
1320
Seizert Capital Partners
Michigan
$1.33M +$1.34M +3,783 New
PWA
1321
Physician Wealth Advisors
Utah
$1.33M +$56.9K +161 +5%
LRIA
1322
Leonard Rickey Investment Advisors
Washington
$1.32M +$23K +65 +2%
PWG
1323
Private Wealth Group
Florida
$1.32M
CIAS
1324
Capital Investment Advisory Services
North Carolina
$1.32M +$543K +1,536 +69%
AWM
1325
Axxcess Wealth Management
California
$1.31M +$721K +2,041 +121%

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.