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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
SCM
1651
SOL Capital Management
Maryland
$433K +$146K +399 +43%
FB
1652
Fulton Bank
Pennsylvania
$432K -$203K -555 -30%
WWG
1653
West Wealth Group
California
$432K +$1.83K +5 +0.4%
MCWS
1654
McKinley Carter Wealth Services
West Virginia
$430K +$89.1K +244 +23%
VDI
1655
Vaughan David Investments
Illinois
$429K +$35.8K +98 +8%
LA
1656
Lakeside Advisors
Washington
$427K
SFM
1657
Signet Financial Management
New Jersey
$426K
SW
1658
SlateStone Wealth
Florida
$426K +$1.83K +5 +0.4%
BWA
1659
Beam Wealth Advisors
Louisiana
$425K +$4.38K +12 +0.9%
AA
1660
Axiom Advisory
California
$424K
FC
1661
Forte Capital
New York
$423K -$196K -536 -29%
TFO
1662
Tarbox Family Office
California
$422K
CP
1663
Castleview Partners
Texas
$422K +$450K +1,231 +2,280%
KCFA
1664
Key Client Fiduciary Advisors
New Jersey
$421K +$11.7K +32 +3%
GWA
1665
Geometric Wealth Advisors
District of Columbia
$420K -$39.8K -109 -8%
RCM
1666
RB Capital Management
Nevada
$420K +$111K +303 +35%
FWA
1667
FSM Wealth Advisors
Ohio
$419K +$466K +1,276 New
AIFAIM
1668
American Institute for Advanced Investment Management
Arizona
$418K
BTIM
1669
BancFirst Trust & Investment Management
Oklahoma
$417K
AUB
1670
Atlantic Union Bankshares
Virginia
$417K +$73K +200 +19%
WOSD
1671
WFA of San Diego
California
$415K -$99.3K -272 -18%
LIA
1672
LS Investment Advisors
Michigan
$414K
RWM
1673
Refined Wealth Management
Utah
$414K
SAM
1674
Silvercrest Asset Management
New York
$414K +$25.6K +70 +6%
Janus Henderson Group
1675
Janus Henderson Group
United Kingdom
$411K +$14.2K +39 +3%

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.