We are live on ! Find out more
VOO icon

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
MIG
1526
McGuire Investment Group
Rhode Island
$823K
CT
1527
Caldwell Trust
Florida
$822K
RDWM
1528
Red Door Wealth Management
Tennessee
$821K -$18.7K -53 -2%
SWIM
1529
Smallwood Wealth Investment Management
New Jersey
$820K -$45.9K -130 -5%
Financial Engines Advisors
1530
Financial Engines Advisors
California
$819K +$4.24K +12 +0.5%
PAS
1531
Professional Advisory Services
Florida
$816K -$32.9K -93 -4%
CSI
1532
Cross Staff Investments
New York
$815K
WA
1533
WP Advisors
California
$804K +$36.4K +103 +5%
KA
1534
Kooman & Associates
Pennsylvania
$804K +$808K +2,288 New
IFA
1535
Index Fund Advisors
California
$802K +$3.18K +9 +0.4%
CFO
1536
Callan Family Office
Pennsylvania
$798K +$802K +2,270 New
AA
1537
Apriem Advisors
California
$797K +$172K +487 +27%
NWM
1538
NEIRG Wealth Management
Massachusetts
$797K +$1.41K +4 +0.2%
CFO
1539
Colony Family Offices
North Carolina
$797K -$1.16M -3,285 -59%
TWM
1540
Triton Wealth Management
Arizona
$794K -$373K -1,055 -33%
TVWM
1541
Tower View Wealth Management
Wisconsin
$793K +$51.9K +147 +7%
WAG
1542
Winthrop Advisory Group
Massachusetts
$791K +$309K +876 +64%
OWM
1543
Orgel Wealth Management
Wisconsin
$791K -$242K -684 -23%
NWMG
1544
National Wealth Management Group
Ohio
$790K
BWM
1545
BlackDiamond Wealth Management
New York
$787K -$3.53K -10 -0.5%
SWA
1546
Sightline Wealth Advisors
Connecticut
$786K +$438K +1,239 +124%
CNBTD
1547
Citizens National Bank Trust Department
Mississippi
$781K
MCM
1548
MV Capital Management
Maryland
$781K
PNAA
1549
Pictet North America Advisors
Switzerland
$780K -$70.7K -200 -8%
MM
1550
Meridian Management
Arkansas
$778K +$97.1K +275 +14%

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.