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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
ECM
1476
EagleClaw Capital Management
Massachusetts
$911K
CWM
1477
Cherrydale Wealth Management
New Jersey
$910K -$3.59M -10,167 -80%
MWP
1478
Meridian Wealth Partners
Pennsylvania
$908K +$47.7K +135 +6%
IAG
1479
Investment Advisory Group
Massachusetts
$908K +$403K +1,140 +79%
SIM
1480
Sterling Investment Management
Arizona
$908K +$311K +879 +52%
RFG
1481
RFP Financial Group
Georgia
$906K +$911K +2,580 New
CGA
1482
Crescent Grove Advisors
Illinois
$900K +$272K +771 +43%
SC
1483
Sawyer & Company
Massachusetts
$897K +$385K +1,091 +75%
LA
1484
Latitude Advisors
Florida
$896K +$160K +453 +22%
AC
1485
AIFG Consultants
New York
$891K +$896K +2,535 New
BCP
1486
Berkeley Capital Partners
Georgia
$888K +$477K +1,351 +115%
SAS
1487
SMI Advisory Services
Indiana
$887K
TNB
1488
Thomasville National Bank
Georgia
$886K +$250K +707 +39%
MTC
1489
McDaniel Terry & Co
Texas
$882K +$886K +2,509 New
RRCM
1490
Rappaport Reiches Capital Management
Illinois
$881K +$2.12K +6 +0.2%
AA
1491
AlphaQ Advisors
Florida
$881K +$886K +2,508 New
BFC
1492
Bedel Financial Consulting
Indiana
$881K -$26.8K -76 -3%
CBT
1493
Central Bank & Trust
Kentucky
$879K +$169K +477 +24%
KWILP
1494
Kiwi Wealth Investments Limited Partnership
New Zealand
$878K +$883K +2,499 New
MPW
1495
Melone Private Wealth
Michigan
$877K +$707 +2 +0.1%
DWA
1496
Douglass Winthrop Advisors
New York
$868K +$7.77K +22 +0.9%
FAM
1497
Formidable Asset Management
Ohio
$867K
GI
1498
Gradient Investments
Minnesota
$865K +$127K +360 +17%
BW
1499
Bison Wealth
Georgia
$865K -$56.2K -159 -6%
CWM
1500
Collaborative Wealth Management
Florida
$861K -$66.1K -187 -7%

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.