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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
AWM
1551
Axxcess Wealth Management
California
$554K
FAP
1552
Financial Advisory Partners
Florida
$553K -$39.4K -108 -6%
MWM
1553
MorganRosel Wealth Management
Colorado
$552K +$47.5K +130 +8%
WDG
1554
Wealth Dimensions Group
Ohio
$544K +$365 +1 +0.1%
FFM
1555
Forum Financial Management
Illinois
$543K +$290K +794 +92%
SHJ
1556
Sharkey, Howes & Javer
Colorado
$543K +$604K +1,653 New
FF
1557
Financial Futures
New Jersey
$542K
DPI
1558
Diversified Portfolios Inc
Michigan
$540K +$3.65K +10 +0.6%
CAM
1559
Concorde Asset Management
Michigan
$537K -$69.4K -190 -10%
RF
1560
Resolute Financial
Massachusetts
$536K +$2.19K +6 +0.4%
TCM
1561
Tradewinds Capital Management
Washington
$533K +$2.19K +6 +0.4%
MWP
1562
Madison Wealth Partners
Wisconsin
$532K +$12.1K +33 +2%
IF
1563
Intrua Financial
Texas
$531K -$19K -52 -3%
BF
1564
Brooklyn FI
New York
$528K +$213K +584 +57%
CC
1565
Courier Capital
New York
$525K -$4.38K -12 -0.7%
BFS
1566
Bard Financial Services
Connecticut
$524K
QC
1567
Quent Capital
New York
$524K
AWP
1568
Abacus Wealth Partners
California
$521K -$260K -713 -31%
SI
1569
Shaker Investments
Ohio
$519K +$8.4K +23 +1%
YWP
1570
YorkBridge Wealth Partners
New York
$517K -$164K -448 -22%
RCWMU
1571
Rothschild & Co Wealth Management (UK)
United Kingdom
$517K
MCM
1572
Morton Capital Management
California
$516K +$172K +472 +43%
TW
1573
Transform Wealth
Colorado
$514K -$16.8K -46 -3%
RPSA
1574
Richard P. Slaughter Associates
Texas
$514K
MAM
1575
McLean Asset Management
Virginia
$514K +$1.1K +3 +0.2%

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.