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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
IIC
1451
Ironwood Investment Counsel
Arizona
$699K +$171K +467 +28%
BAAM
1452
Baker Avenue Asset Management
California
$698K +$97.5K +267 +14%
IFWM
1453
Institute for Wealth Management
Colorado
$697K +$19K +52 +3%
FCAG
1454
First Capital Advisors Group
New Jersey
$696K
SIA
1455
SkyView Investment Advisors
New Jersey
$696K
BOTW
1456
Bank of the West
California
$694K -$56.2K -154 -7%
WIC
1457
Whitegate Investment Counselors
New Hampshire
$694K
MWM
1458
Marion Wealth Management
Pennsylvania
$693K +$3.29K +9 +0.4%
TCOT
1459
Trust Company of Toledo
Ohio
$693K +$110K +300 +17%
TVWM
1460
Tower View Wealth Management
Wisconsin
$692K +$49.3K +135 +7%
DCM
1461
DGS Capital Management
New Jersey
$692K -$43.5K -119 -5%
EIA
1462
Edgemoor Investment Advisors
Maryland
$691K +$768K +2,104 New
GI
1463
Gradient Investments
Minnesota
$690K +$55.9K +153 +8%
LA
1464
Latitude Advisors
Florida
$688K +$97.9K +268 +15%
HIC
1465
Hartline Investment Corp
Illinois
$688K +$766K +2,096 New
KAM
1466
Knightsbridge Asset Management
California
$683K
CCB
1467
Country Club Bank
Missouri
$683K +$310K +850 +71%
GLLW
1468
Graves Light Lenhart Wealth
Virginia
$682K
SFG
1469
Sather Financial Group
Texas
$678K
VBFP
1470
Valtinson Bruner Financial Planning
Minnesota
$675K +$24.8K +68 +3%
MAM
1471
Mystic Asset Management
Rhode Island
$674K -$67.6K -185 -8%
APP
1472
Avantax Planning Partners
Iowa
$670K -$122K -335 -14%
TIM
1473
Tortoise Investment Management
New York
$670K +$1.83K +5 +0.2%
SPFA
1474
Summit Place Financial Advisors
New Jersey
$668K +$1.83K +5 +0.2%
CA
1475
Cornerstone Advisory
Maryland
$668K +$3.65K +10 +0.5%

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.