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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
MHR
2001
Matthew Hamilton Rosenberg
$42K -$210K -574 -82%
BAM
2002
Bellevue Asset Management
Washington
$42K
PP
2003
PFS Partners
New Jersey
$41.7K +$365 +1 +0.8%
JWBC
2004
John W. Brooker & Co
California
$41K +$10.6K +29 +30%
CI
2005
Cordant Inc
Oregon
$41K +$45.3K +124 New
NIC
2006
Northwest Investment Counselors
Oregon
$39K
PWC
2007
PYA Waltman Capital
Tennessee
$38K
VCM
2008
Vigilant Capital Management
Maine
$36K -$59.2K -162 -59%
MAWCM
2009
Mine & Arao Wealth Creation & Management
California
$34K +$365 +1 +1%
CWM
2010
CarsonAllaria Wealth Management
Illinois
$33K
BCM
2011
Bourgeon Capital Management
Connecticut
$33K +$36.5K +100 New
RG
2012
Retirement Group
California
$32K -$129K -353 -78%
KFS
2013
Kelly Financial Services
Massachusetts
$31.4K +$365 +1 +1%
WAM
2014
WFA Asset Management
Wisconsin
$31.3K +$8.04K +22 +30%
AWM
2015
Aberdeen Wealth Management
Illinois
$28K
ZC
2016
Zeit Capital
Colorado
$26K
DWA
2017
Dougherty Wealth Advisers
Minnesota
$25K
LCM
2018
Logan Capital Management
Pennsylvania
$25K
NL
2019
NVWM LLC
Pennsylvania
$25K +$27.4K +75 New
PFT
2020
Providence First Trust
Arizona
$25K +$27.4K +75 New
RF
2021
Robbins Farley
New Hampshire
$24K -$6.57K -18 -20%
GCM
2022
Garland Capital Management
Washington
$24K
FCMT
2023
Founders Capital Management (Texas)
Texas
$23K +$1.46K +4 +6%
HBW
2024
Hazlett, Burt & Watson
West Virginia
$21K -$25.6K -70 -52%
CAM
2025
Costello Asset Management
Pennsylvania
$21K

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.