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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
TAM
1576
Taurus Asset Management
New York
$512K +$95K +260 +20%
PFM
1577
Parsec Financial Management
North Carolina
$511K -$38.7K -106 -6%
WA
1578
Wealth Architects
California
$511K
OPWM
1579
Oakwell Private Wealth Management
Texas
$509K -$9.13K -25 -2%
CIA
1580
Covington Investment Advisors
Pennsylvania
$508K
VHAM
1581
Van Hulzen Asset Management
California
$505K -$47.1K -129 -8%
FWSM
1582
First Wilshire Securities Management
California
$503K
RS
1583
Retirement Solution
Washington
$502K +$365 +1 +0.1%
PFA
1584
Pathway Financial Advisors
Vermont
$501K +$214K +587 +63%
SFG
1585
Synergy Financial Group
California
$498K +$3.29K +9 +0.6%
JFGIW
1586
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$496K -$57.3K -157 -10%
AWC
1587
Abundance Wealth Counselors
Pennsylvania
$496K
PAMG
1588
Patton Albertson Miller Group
Tennessee
$492K +$56.6K +155 +12%
TFGT
1589
TS Financial Group (TSFG)
Illinois
$492K +$362K +990 +194%
HCM
1590
Hall Capital Management
Rhode Island
$491K
RPWA
1591
Regent Peak Wealth Advisors
Georgia
$489K -$103K -281 -16%
WFA
1592
Wade Financial Advisory
California
$489K +$543K +1,488 New
PA
1593
Procyon Advisors
Connecticut
$488K +$11K +30 +2%
BWA
1594
Bordeaux Wealth Advisors
California
$486K +$32.9K +90 +6%
OIM
1595
Opus Investment Management
Massachusetts
$483K -$84K -230 -14%
AAP
1596
Arax Advisory Partners
Colorado
$483K +$21.9K +60 +4%
SF
1597
Safeguard Financial
Wisconsin
$483K +$134K +368 +33%
GEA
1598
Glen Eagle Advisors
New Jersey
$482K -$100K -274 -16%
AAS
1599
Annex Advisory Services
Wisconsin
$480K -$5.11K -14 -0.9%
LB
1600
Legacy Bridge
Iowa
$480K

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.