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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
AWA
1
Arete Wealth Advisors
Illinois
$22.4B +$1.29M +3,639 +6%
RJA
2
Raymond James & Associates
Florida
$7.46B +$169M +479,607 +2%
Bank of America
3
Bank of America
North Carolina
$6.97B -$4.37B -12,372,260 -38%
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.78B +$194M +549,588 +3%
Morgan Stanley
5
Morgan Stanley
New York
$6.19B -$36.1M -102,283 -0.6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$4.84B +$285M +806,085 +6%
Goldman Sachs
7
Goldman Sachs
New York
$3.35B +$861M +2,437,208 +34%
JP Morgan Chase
8
JP Morgan Chase
New York
$3.16B +$38.1M +107,890 +1%
AA
9
Acorns Advisers
California
$2.6B +$149M +422,127 +6%
UCFA
10
United Capital Financial Advisors
Texas
$1.43B +$116M +327,632 +9%
Wells Fargo
11
Wells Fargo
California
$1.37B +$37.3M +105,468 +3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.28B +$43.2M +122,280 +3%
LPL Financial
13
LPL Financial
California
$1.26B +$58.6M +165,988 +5%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.09B -$14.8M -41,984 -1%
Ameriprise
15
Ameriprise
Minnesota
$1.08B +$27.9M +78,917 +3%
AssetMark Inc
16
AssetMark Inc
California
$1.05B -$7.33M -20,752 -0.7%
NMIFOAC
17
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$993M -$280M -794,000 -22%
UBS Group
18
UBS Group
Switzerland
$986M -$68.4M -193,495 -6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$972M +$37.5M +106,133 +4%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$932M +$7.15M +20,243 +0.8%
ELFC
21
E-L Financial Corp
Ontario, Canada
$786M +$1.77K +5 +0%
CS
22
Credit Suisse
Switzerland
$670M -$1.53M -4,341 -0.2%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$634M -$126M -356,875 -17%
Cerity Partners
24
Cerity Partners
New York
$629M +$135M +380,891 +27%
Osaic Holdings
25
Osaic Holdings
Arizona
$612M +$9.96M +28,195 +2%

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.