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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
1WM
1376
1900 Wealth Management
Texas
$1.19M -$530K -1,501 -31%
Lazard Asset Management
1377
Lazard Asset Management
New York
$1.19M
IWA
1378
Intercontinental Wealth Advisors
Texas
$1.19M +$109K +309 +10%
GFL
1379
Granite FO LLC
New Hampshire
$1.19M +$1.12M +3,168 New
ARMT
1380
Amica Retiree Medical Trust
Rhode Island
$1.18M -$707K -2,000 -37%
CWP
1381
Core Wealth Partners
California
$1.18M +$1.19M +3,355 New
SIA
1382
Sage Investment Advisers
New York
$1.18M +$54.8K +155 +5%
LW
1383
Libra Wealth
California
$1.17M
NAG
1384
Northstar Advisory Group
New Jersey
$1.17M -$13.1K -37 -1%
AI
1385
Accredited Investors
Minnesota
$1.17M +$67.8K +192 +6%
LS
1386
Leelyn Smith
Illinois
$1.17M +$1.17M +3,318 +47,400%
HFW
1387
Horizon Family Wealth
Illinois
$1.17M +$11K +31 +0.9%
W
1388
WealthOne
New York
$1.16M -$4.95K -14 -0.4%
OWA
1389
Octavia Wealth Advisors
Ohio
$1.16M +$1.17M +3,305 New
MWA
1390
Monograph Wealth Advisors
California
$1.16M
VCA
1391
Verdence Capital Advisors
Maryland
$1.16M +$4.59K +13 +0.4%
PSP
1392
Principal Street Partners
Tennessee
$1.15M +$10.6K +30 +0.9%
KC
1393
Kinloch Capital
Virginia
$1.15M -$43.5K -123 -4%
BWM
1394
Baron Wealth Management
Michigan
$1.14M +$1.14M +3,240 New
HDIM
1395
Hanson & Doremus Investment Management
Vermont
$1.14M +$95K +269 +9%
FRA
1396
Frank Rimerman Advisors
California
$1.14M
AFM
1397
Andesa Financial Management
Pennsylvania
$1.14M -$119K -338 -9%
CWA
1398
Clarity Wealth Advisors
California
$1.14M +$674K +1,907 +144%
CPWMP
1399
Cardinal Point Wealth Management Partners
California
$1.14M +$67.1K +190 +6%
CPCM
1400
Cardinal Point Capital Management
Ontario, Canada
$1.14M +$1.14M +3,232 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.