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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
NG
1726
NatWest Group
United Kingdom
$524K -$143K -404 -21%
NEGWA
1727
New England Guild Wealth Advisors
Connecticut
$523K +$295K +835 +127%
KCFA
1728
Key Client Fiduciary Advisors
New Jersey
$522K +$71.7K +203 +16%
RPWA
1729
Regent Peak Wealth Advisors
Georgia
$522K
OIM
1730
Opus Investment Management
Massachusetts
$516K
ACM
1731
Advisors Capital Management
New Jersey
$515K -$202K -571 -28%
VHAM
1732
Van Hulzen Asset Management
California
$514K -$26.8K -76 -5%
CAM
1733
Concorde Asset Management
Michigan
$514K -$61.5K -174 -11%
LB
1734
Legacy Bridge
Iowa
$514K
WTFG
1735
Wells Trecaso Financial Group
Ohio
$513K +$28.3K +80 +6%
MWP
1736
Madison Wealth Partners
Wisconsin
$512K -$56.9K -161 -10%
CAM
1737
Congress Asset Management
Massachusetts
$511K
HCM
1738
Hengehold Capital Management
Ohio
$509K -$133K -377 -21%
GP
1739
Girard Partners
Pennsylvania
$506K
BFP
1740
Beacon Financial Planning
Massachusetts
$506K +$509K +1,440 New
AAS
1741
Annex Advisory Services
Wisconsin
$505K -$8.83K -25 -2%
P
1742
&Partners
Tennessee
$505K
RWM
1743
Refined Wealth Management
Utah
$504K +$61.8K +175 +14%
BHBT
1744
Burke & Herbert Bank & Trust
Virginia
$499K
MIC
1745
Meridian Investment Counsel
California
$495K
BFA
1746
BMS Financial Advisors
South Dakota
$492K +$21.5K +61 +6%
AFP
1747
Alpha Financial Partners
Kentucky
$492K +$495K +1,401 New
FFH
1748
Fairfax Financial Holdings
Ontario, Canada
$492K
LAM
1749
Lakewood Asset Management
Illinois
$490K +$493K +1,396 New
SIS
1750
Sound Income Strategies
Florida
$490K -$19.8K -56 -4%

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.