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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
ECG
201
Edge Capital Group
Georgia
$55.1M -$370K -1,014 -0.6%
HCC
202
Hirtle Callaghan & Co
Pennsylvania
$54.7M +$7.48M +20,481 +14%
Betterment LLC
203
Betterment LLC
New York
$54.5M
AFS
204
Amtrust Financial Services
New York
$53.8M
EWM
205
Evermay Wealth Management
Virginia
$53.6M +$1.87M +5,133 +3%
CPIG
206
Chicago Partners Investment Group
Illinois
$52.4M +$3.03M +8,284 +6%
AIP
207
Ameritas Investment Partners
Nebraska
$51.3M -$2.46M -6,725 -4%
DC
208
Davenport & Co
Virginia
$50.8M -$194K -531 -0.3%
SCM
209
Stordahl Capital Management
Colorado
$50.7M +$928K +2,540 +2%
WFA
210
WestHill Financial Advisors
California
$50.4M +$1.45M +3,958 +3%
First Manhattan
211
First Manhattan
New York
$50M +$603K +1,651 +1%
AL
212
Aspiriant LLC
California
$49.9M -$106K -289 -0.2%
CA
213
Cetera Advisors
Colorado
$49.8M +$1.29M +3,520 +2%
LSAG
214
Lake Street Advisors Group
New Hampshire
$49.2M -$5.48M -14,991 -9%
CG
215
Caprock Group
Idaho
$49.1M +$2.29M +6,276 +4%
AFAS
216
Acorn Financial Advisory Services
Virginia
$48.7M +$1.4M +3,845 +3%
DY
217
Dowling & Yahnke
California
$48.5M +$5.9M +16,155 +12%
WWM
218
Wiser Wealth Management
Georgia
$48.4M +$3.03M +8,291 +6%
LGWM
219
Litman Gregory Wealth Management
California
$47.8M -$2.02M -5,520 -4%
EW
220
Evoke Wealth
California
$47.7M +$732K +2,004 +1%
WB
221
Webster Bank
Connecticut
$47.5M -$195K -534 -0.4%
ICG
222
InterOcean Capital Group
Tennessee
$47.5M +$6.78M +18,560 +15%
SL
223
Salomon & Ludwin
Virginia
$46.4M +$666K +1,823 +1%
CG
224
CFO4Life Group
Texas
$45.8M +$1.75M +4,788 +4%
SC
225
Sepio Capital
Utah
$45.4M +$5.63M +15,414 +13%

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.