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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
1W
1851
1776 Wealth
Georgia
$259K +$45.7K +125 +19%
JSL
1852
JT Stratford LLC
Georgia
$258K -$75.2K -206 -21%
LWA
1853
LWS Wealth Advisors
New Jersey
$256K
TCMP
1854
Thrive Capital Management (Pennsylvania)
Pennsylvania
$256K +$365 +1 +0.1%
TCWM
1855
Total Clarity Wealth Management
Illinois
$255K -$260K -712 -48%
DIP
1856
DT Investment Partners
Pennsylvania
$254K -$240K -656 -46%
PWP
1857
Pursue Wealth Partners
California
$253K -$3.29K -9 -1%
LI
1858
Lafayette Investments
Maryland
$252K -$32.9K -90 -11%
NCM
1859
Neumann Capital Management
California
$252K +$280K +767 New
GWMI
1860
Guardian Wealth Management (Illinois)
Illinois
$251K +$1.46K +4 +0.5%
SWMG
1861
Signature Wealth Management Group
Georgia
$251K +$30.7K +84 +12%
CAM
1862
Covenant Asset Management
New Jersey
$251K +$279K +764 New
MA
1863
Modus Advisors
Minnesota
$251K +$279K +765 New
FSA
1864
Financial Services Advisory
Maryland
$250K -$37.6K -103 -12%
EL
1865
Essex LLC
Illinois
$250K +$50K +137 +22%
WC
1866
Whitney & Co
New York
$250K +$278K +762 New
RWML
1867
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$250K +$365 +1 +0.1%
SAM
1868
Strategy Asset Managers
California
$249K -$108K -296 -28%
MWAM
1869
Manhattan West Asset Management
California
$249K -$365 -1 -0.1%
HIC
1870
Holderness Investments Company
North Carolina
$248K -$53K -145 -16%
EL
1871
EMFO LLC
Florida
$246K
WKSWA
1872
White Knight Strategic Wealth Advisors
New Jersey
$246K
SNBOSCI
1873
Security National Bank of Sioux City Iowa
Iowa
$246K +$274K +750 New
HWA
1874
Heartwood Wealth Advisors
Virginia
$245K -$68.3K -187 -20%
VC
1875
Vestor Capital
Illinois
$245K

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.