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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
APW
1926
Acima Private Wealth
Virginia
$208K
PFWA
1927
Paces Ferry Wealth Advisors
Georgia
$208K +$15.7K +43 +7%
ACA
1928
Affinity Capital Advisors
California
$208K +$232K +635 New
MAM
1929
MMA Asset Management
Pennsylvania
$207K +$5.84K +16 +3%
GC
1930
Gibson Capital
Pennsylvania
$206K
OPWM
1931
Oxinas Partners Wealth Management
Indiana
$206K +$365 +1 +0.2%
LWAM
1932
Legacy Wealth Asset Management
Minnesota
$205K
PSB
1933
Piscataqua Savings Bank
New Hampshire
$201K
D
1934
Drystone
Virginia
$200K
Bank of Montreal
1935
Bank of Montreal
Ontario, Canada
$197K +$17.2M +46,996 +10%
IIL
1936
Insight Inv LLC
California
$196K
VWM
1937
Valley Wealth Managers
New Jersey
$192K +$365 +1 +0.2%
HWA
1938
Heritage Wealth Advisors
Virginia
$191K
LPIC
1939
LeJeune Puetz Investment Counsel
Michigan
$190K +$9.13K +25 +5%
MW
1940
Milestone Wealth
New York
$189K
CSB
1941
City State Bank
Iowa
$182K
BAM
1942
Baldrige Asset Management
Pennsylvania
$172K
PP
1943
Pacifica Partners
Canada
$167K
NFSG
1944
Newbridge Financial Services Group
Florida
$164K -$70.9K -194 -28%
Nisa Investment Advisors
1945
Nisa Investment Advisors
Missouri
$153K -$4.04M -11,060 -96%
KOCAA
1946
Knights of Columbus Asset Advisors
Connecticut
$144K -$14.2K -39 -8%
SWM
1947
Sugarloaf Wealth Management
Georgia
$143K +$730 +2 +0.5%
WWMSC
1948
Wagner Wealth Management (South Carolina)
South Carolina
$133K -$484K -1,324 -77%
BCV
1949
Banque Cantonale Vaudoise
Switzerland
$131K
WFA
1950
Wells Financial Advisors
Massachusetts
$131K

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.