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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
MFWP
2101
Mosaic Family Wealth Partners
Missouri
$207K +$208K +588 New
VWM
2102
Valley Wealth Managers
New Jersey
$206K +$353 +1 +0.2%
HWA
2103
Heritage Wealth Advisors
Virginia
$204K
JWM
2104
Jessup Wealth Management
Ohio
$204K +$205K +581 New
AP
2105
Appleton Partners
Massachusetts
$203K +$204K +577 New
KWMG
2106
King Wealth Management Group
Florida
$203K +$205K +579 New
SIMM
2107
Stillwater Investment Management (Minnesota)
Minnesota
$203K +$204K +578 New
TWP
2108
TFO Wealth Partners
Ohio
$202K -$2.7M -7,648 -65%
AAM
2109
Ascension Asset Management
New York
$202K +$203K +575 New
PFG
2110
Prosperity Financial Group
California
$202K +$203K +575 New
MPM
2111
Meritage Portfolio Management
Kansas
$202K +$203K +575 New
MAM
2112
Morse Asset Management
Connecticut
$202K +$203K +575 New
RA
2113
Rodgers & Associates
Pennsylvania
$201K +$202K +572 New
TAM
2114
Townsend Asset Management
North Carolina
$201K -$36.7K -104 -15%
LC
2115
Lincoln Capital
Nebraska
$200K +$201K +569 New
OWA
2116
One Wealth Advisors
California
$200K +$201K +569 New
JGCM
2117
Joseph Group Capital Management
Ohio
$197K +$194K +549 +4,575%
IIL
2118
Insight Inv LLC
California
$181K -$27.9K -79 -13%
NFSG
2119
Newbridge Financial Services Group
Florida
$171K -$3.53K -10 -2%
PP
2120
Pacifica Partners
Canada
$170K
RFA
2121
Register Financial Advisors
Georgia
$151K +$152K +430 New
BAM
2122
Baldrige Asset Management
Pennsylvania
$148K -$36.4K -103 -20%
FA
2123
Fiduciary Alliance
South Carolina
$145K +$146K +412 New
OCM
2124
Orion Capital Management
California
$141K +$78.8K +223 +125%
WFA
2125
Wells Financial Advisors
Massachusetts
$141K

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.