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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
LF
1476
Lee Financial
Texas
$665K -$90.9K -249 -11%
CBT
1477
Central Bank & Trust
Kentucky
$664K -$722K -1,976 -49%
WMR
1478
Wealth Management Resources
Rhode Island
$664K
HF
1479
Halpern Financial
Virginia
$660K -$21.9K -60 -3%
GGS
1480
Galvin Gaustad & Stein
Arizona
$659K -$466K -1,275 -39%
WPA
1481
Winning Points Advisors
Florida
$658K
CBFP
1482
Cedar Brook Financial Partners
Ohio
$658K +$8.77K +24 +1%
HWMA
1483
Heritage Wealth Management (Arizona)
Arizona
$657K +$193K +529 +36%
AR
1484
Apeiron RIA
Texas
$657K +$730K +2,000 New
CIA
1485
Capital Investment Advisors
Georgia
$655K -$96.4K -264 -12%
TFA
1486
Toth Financial Advisory
Virginia
$655K +$22.6K +62 +3%
SFP
1487
Sandbox Financial Partners
Maryland
$653K -$18.3K -50 -2%
HA
1488
HC Advisors
Georgia
$653K
PGAM
1489
Princeton Global Asset Management
New Jersey
$653K +$365 +1 +0.1%
IWN
1490
Independent Wealth Network
Iowa
$652K -$805K -2,204 -53%
AC
1491
Avenir Corporation
Virginia
$651K
APF
1492
Alaska Permanent Fund
Alaska
$650K
APW
1493
Aurora Private Wealth
New Jersey
$649K +$1.46K +4 +0.2%
RDFA
1494
Ritter Daniher Financial Advisory
Ohio
$647K +$201K +549 +39%
AWM
1495
Accel Wealth Management
Iowa
$645K
CFS
1496
Cannon Financial Strategists
Georgia
$641K
SWP
1497
Strategic Wealth Partners
Ohio
$641K +$713K +1,953 New
SIA
1498
Schechter Investment Advisors
Michigan
$639K +$411K +1,125 +137%
MM
1499
Meridian Management
Arkansas
$637K
CWA
1500
Centennial Wealth Advisory
Michigan
$634K +$46.4K +127 +7%

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.