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
AIM
151
Allen Investment Management
New York
$84.6M +$80M +226,441 +1,591%
USAA
152
United Services Automobile Association
Texas
$84.3M +$4.18M +11,846 +5%
MPW
153
MA Private Wealth
California
$84.3M +$3.6M +10,181 +4%
AWS
154
AJ Wealth Strategies
New York
$84.2M -$28.2M -79,718 -25%
AFFA
155
ALM First Financial Advisors
Texas
$83.6M +$90.5M +256,093 New
CCA
156
Catalyst Capital Advisors
New York
$83.2M +$6.91M +19,569 +9%
MRC
157
Millburn Ridgefield Corp
New York
$83.2M +$6.91M +19,569 +9%
NFC
158
Northeast Financial Consultants
Connecticut
$83M +$43.5M +123,023 +109%
Cetera Investment Advisers
159
Cetera Investment Advisers
Illinois
$82.3M +$35.8M +101,357 +76%
BC
160
Bartlett & Co
Ohio
$81.5M +$6.07M +17,195 +8%
BCWM
161
Bartlett & Co Wealth Management
Ohio
$81.5M +$6.07M +17,195 +8%
FAAM
162
First Ascent Asset Management
Colorado
$80.9M +$1.34M +3,795 +2%
CCM
163
Coldstream Capital Management
Washington
$80.6M +$81.1M +229,431 New
SPIA
164
Steward Partners Investment Advisory
New York
$79.8M -$2.16M -6,115 -3%
SC
165
Sepio Capital
Utah
$79.6M +$31.2M +88,360 +64%
SW
166
SVB Wealth
Massachusetts
$79.3M +$16.5M +46,729 +26%
MB
167
Mizuho Bank
Japan
$78.7M
LFS
168
Lutz Financial Services
Nebraska
$78.5M +$565K +1,600 +0.7%
MC
169
McMorgan & Co
California
$77.5M -$1.53M -4,322 -2%
OPAM
170
Ocean Park Asset Management
California
$77.2M +$77.6M +219,700 New
Brown Advisory
171
Brown Advisory
Maryland
$77M +$448K +1,268 +0.6%
PGFC
172
Peapack-Gladstone Financial Corp
New Jersey
$76.2M +$849K +2,404 +1%
YC
173
Yarbrough Capital
Tennessee
$76M +$2.66M +7,542 +4%
ODIJL
174
One Day In July LLC
Vermont
$75.9M +$5.09M +14,416 +7%
Betterment LLC
175
Betterment LLC
New York
$74.8M +$19.8M +55,943 +36%

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.