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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
CA
1526
CapWealth Advisors
Tennessee
$585K -$75.2K -206 -10%
AA
1527
Apriem Advisors
California
$585K -$11K -30 -2%
CWMGP
1528
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$585K -$7.3K -20 -1%
BC
1529
Barrett & Company
Rhode Island
$584K +$607K +1,661 New
SVCP
1530
Silicon Valley Capital Partners
California
$583K +$2.56K +7 +0.4%
GCM
1531
Glaxis Capital Management
Florida
$581K +$2.56K +7 +0.4%
LP
1532
LGL Partners
Pennsylvania
$580K
KIG
1533
Kowal Investment Group
Wisconsin
$577K +$91.7K +251 +17%
VFG
1534
V2 Financial group
Illinois
$573K +$7.67K +21 +1%
JWBC
1535
J.W. Burns & Co
New York
$573K +$89.1K +244 +16%
SSB
1536
Sandy Spring Bank
Maryland
$571K -$5.11K -14 -0.8%
I
1537
IMPACTfolio
Colorado
$570K -$68.7K -188 -10%
SPWM
1538
Schrum Private Wealth Management
Florida
$570K -$35.4K -97 -5%
W
1539
Wealthsimple
Ontario, Canada
$567K -$24.1K -66 -4%
GWM
1540
Geneos Wealth Management
Colorado
$566K -$239K -654 -27%
RCA
1541
Reitz Capital Advisors
Michigan
$566K +$26.7K +73 +4%
PWA
1542
PCG Wealth Advisors
Kansas
$566K +$353K +966 +127%
NCM
1543
Northwest Capital Management
Oregon
$565K -$1.83K -5 -0.3%
TFM
1544
TFC Financial Management
Massachusetts
$565K +$365 +1 +0.1%
MCM
1545
McRae Capital Management
New Jersey
$564K -$73K -200 -10%
FFA
1546
Founders Financial Alliance
North Carolina
$562K +$166K +455 +36%
SIM
1547
Sterling Investment Management
Arizona
$559K -$730 -2 -0.1%
HWA
1548
HHM Wealth Advisors
Tennessee
$559K +$365 +1 +0.1%
FC
1549
Financial Consulate
Maryland
$558K +$1.46K +4 +0.2%
ACM
1550
Allred Capital Management
Texas
$557K -$163K -445 -21%

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.