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Vanguard S&P 500 ETF
VOO

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: 2,066 → 2,257 (+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: 496 → 526 (+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

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$861M
2
GWA
Gibson Wealth Advisors
Texas
+$569M
3
Calamos Advisors
Calamos Advisors
Illinois
+$474M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$305M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$285M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$4.37B
2
CI
Clal Insurance
Israel
-$343M
3
AIA
Angeles Investment Advisors
California
-$313M
4
NAM
Nissay Asset Management
Japan
-$299M
5
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$280M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2001
Lodestone Wealth Management
Washington
$269K +$271K +766 New
ACM
2002
Advance Capital Management
Michigan
$269K -$31.1K -88 -10%
LGG
2003
Luts & Greenleigh Group
Maryland
$268K +$269K +762 New
PCH
2004
PGIM Custom Harvest
New Jersey
$267K +$269K +761 New
SWMG
2005
Signature Wealth Management Group
Georgia
$267K -$2.12K -6 -0.8%
WAM
2006
Walker Asset Management
Missouri
$267K +$8.48K +24 +3%
SAM
2007
Strategy Asset Managers
California
$267K +$707 +2 +0.3%
HPC
2008
Hobart Private Capital
North Carolina
$266K -$27.6K -78 -9%
HIC
2009
Holderness Investments Company
North Carolina
$265K – – –
RW
2010
RVW Wealth
California
$265K -$158K -448 -37%
CF
2011
Clarity Financial
Texas
$265K +$266K +753 New
EL
2012
EMFO LLC
Florida
$264K – – –
FPGT
2013
Financial Partners Group (Tennessee)
Tennessee
$264K +$265K +750 New
TCM
2014
Tandem Capital Management
New Jersey
$264K +$265K +750 New
FWM
2015
Fingerlakes Wealth Management
New York
$263K +$2.12K +6 +0.8%
SWP
2016
Semus Wealth Partners
Florida
$263K +$265K +749 New
SC
2017
Sinecera Capital
Texas
$263K +$1.41K +4 +0.5%
CIS
2018
Connors Investor Services
Pennsylvania
$262K +$264K +747 New
PAM
2019
Pegasus Asset Management
New York
$262K +$21.9K +62 +9%
VC
2020
Vestor Capital
Illinois
$262K – – –
CP
2021
Capital Planning
Washington
$262K +$263K +745 New
KFI
2022
Key Financial Inc
Pennsylvania
$261K – – –
WIM
2023
Waycross Investment Management
Washington
$261K +$262K +743 New
IIC
2024
Ironwood Investment Counsel
Arizona
$261K -$491K -1,389 -65%
SOAG
2025
Silver Oak Advisory Group
Oregon
$260K +$262K +741 New
79 80
81
82 83

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.