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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
FC
1551
Financial Consulate
Maryland
$776K +$181K +511 +30%
WAM
1552
Weinberger Asset Management
California
$775K +$5.65K +16 +0.7%
BWP
1553
Bernardo Wealth Planning
Pennsylvania
$774K +$9.89K +28 +1%
MWM
1554
Marion Wealth Management
Pennsylvania
$772K +$30.4K +86 +4%
OWM
1555
OneAscent Wealth Management
Alabama
$771K +$97.1K +275 +14%
OCM
1556
Osterweis Capital Management
California
$770K
CWG
1557
Crown Wealth Group
North Carolina
$770K -$13.1K -37 -2%
PGIM
1558
Pacific Global Investment Management
California
$768K +$353 +1 +0%
BIA
1559
Bigelow Investment Advisors
Maine
$766K
SWM
1560
Segment Wealth Management
Texas
$765K -$49.8K -141 -6%
FPCG
1561
Forum Private Client Group
Indiana
$761K
LWMG
1562
Levy Wealth Management Group
Pennsylvania
$759K -$1.77K -5 -0.2%
LC
1563
Lavaca Capital
Texas
$759K
GSIAS
1564
Garden State Investment Advisory Services
New Jersey
$758K +$762K +2,156 New
FMTC
1565
Farmers & Merchants Trust Company
California
$755K
6F
1566
626 Financial
Michigan
$755K +$759K +2,148 New
CBFP
1567
Cedar Brook Financial Partners
Ohio
$752K +$48.4K +137 +7%
IAS
1568
IMA Advisory Services
Colorado
$752K +$756K +2,140 New
FWM
1569
Focused Wealth Management
New York
$750K +$353 +1 +0%
CC
1570
Cannell & Co
New York
$748K -$57.2K -162 -7%
SIA
1571
SkyView Investment Advisors
New Jersey
$745K
FCAG
1572
First Capital Advisors Group
New Jersey
$745K
IFWM
1573
Institute for Wealth Management
Colorado
$744K -$2.12K -6 -0.3%
BOTW
1574
Bank of the West
California
$742K
MWA
1575
Meridian Wealth Advisors
Texas
$741K -$379K -1,074 -34%

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.