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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
AWC
1401
Adamsbrown Wealth Consultants
Kansas
$794K +$63.9K +175 +8%
PAS
1402
Professional Advisory Services
Florida
$793K -$491K -1,345 -36%
HGERS
1403
Householder Group Estate & Retirement Specialist
Arizona
$793K +$277K +758 +46%
OFS
1404
OneAscent Financial Services
Alabama
$791K +$219K +599 +33%
WA1
1405
Wimmer Associates 1
California
$784K -$126K -345 -14%
B
1406
Brightworth
Georgia
$784K -$23.4K -64 -3%
CTA
1407
Colonial Trust Advisors
South Carolina
$784K
RDWM
1408
Red Door Wealth Management
Tennessee
$784K +$239K +653 +38%
TC
1409
TownSquare Capital
Utah
$783K +$211K +577 +32%
BWM
1410
BlackDiamond Wealth Management
New York
$780K -$73.4K -201 -8%
BI
1411
Blooom Inc
Kansas
$771K +$107K +292 +72%
MIG
1412
McGuire Investment Group
Rhode Island
$769K
FANJ
1413
Financial Architects (New Jersey)
New Jersey
$769K +$855K +2,342 New
CT
1414
Caldwell Trust
Florida
$768K -$82.5K -226 -9%
Financial Engines Advisors
1415
Financial Engines Advisors
California
$764K -$76.3K -209 -8%
CSI
1416
Cross Staff Investments
New York
$762K
DTC
1417
Davidson Trust Company
Washington
$762K +$138K +378 +19%
SWM
1418
Segment Wealth Management
Texas
$761K
ZCA
1419
Zeke Capital Advisors
Pennsylvania
$760K
BHIA
1420
Birch Hill Investment Advisors
Massachusetts
$758K
CC
1421
Cannell & Co
New York
$752K +$16.4K +45 +2%
WIM
1422
WealthPlan Investment Management
Nebraska
$750K +$758K +2,075 New
BWP
1423
Bernardo Wealth Planning
Pennsylvania
$748K
IFA
1424
Index Fund Advisors
California
$747K +$1.83K +5 +0.2%
NWM
1425
NEIRG Wealth Management
Massachusetts
$743K -$160K -438 -16%

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.