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Vanguard S&P 500 ETF

2,107 hedge funds and large institutions have $117B invested in Vanguard S&P 500 ETF in 2021 Q4 according to their latest regulatory filings, with 416 funds opening new positions, 907 increasing their positions, 518 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

462% more first-time investments, than exits

New positions opened: 416 | Existing positions closed: 74

75% more repeat investments, than reductions

Existing positions increased: 907 | Existing positions reduced: 518

18% more funds holding in top 10

Funds holding in top 10: 391461 (+70)

18% more funds holding

Funds holding: 1,7932,107 (+314)

8% more capital invested

Capital invested by funds: $108B → $117B (+$8.6B)

1.97% less ownership

Funds ownership: 44.04%42.07% (-2%)

78% less call options, than puts

Call options by funds: $585M | Put options by funds: $2.66B

Holders
2,107
Holders Change
+314
Holders Change %
+17.51%
% of All Funds
32.43%
Holding in Top 10
461
Holding in Top 10 Change
+70
Holding in Top 10 Change %
+17.9%
% of All Funds
7.09%
New
416
Increased
907
Reduced
518
Closed
74
Calls
$585M
Puts
$2.66B
Net Calls
-$2.08B
Net Calls Change
-$1.25B
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
251
Trevian Wealth Management
Massachusetts
$44.2M +$42.6M +100,852 New
ANTB
252
AMG National Trust Bank
Colorado
$44M +$3.15M +7,474 +8%
SWA
253
Safir Wealth Advisors
New Hampshire
$43.4M +$295K +700 +0.7%
JRP
254
Jasper Ridge Partners
California
$43.3M +$8.28M +19,625 +25%
SG
255
StoneX Group
New York
$42.9M +$3.8M +8,994 +10%
MFIMFI
256
Mesirow Financial Investment Management - Fixed Income
Illinois
$42.8M -$1.7M -4,020 -4%
OFS
257
Oldfather Financial Services
Nebraska
$42.7M +$1.17M +2,768 +3%
PWS
258
Paragon Wealth Strategies
Florida
$42.2M +$2.38M +5,630 +6%
TCM
259
Twele Capital Management
Minnesota
$42.2M -$2.47M -5,843 -6%
SIS
260
SVB Investment Services
Utah
$42.2M -$6.02M -14,267 -13%
FCH
261
Freestone Capital Holdings
Washington
$42.1M +$4.12M +9,764 +11%
KA
262
Kearns & Associates
California
$41.8M +$40.4M +95,785 New
SMA
263
Sage Mountain Advisors
Georgia
$41.2M -$941K -2,230 -2%
TA
264
Tectonic Advisors
Texas
$41M +$5.53M +13,089 +16%
SC
265
Sierra Capital
Florida
$40.9M +$103K +243 +0.3%
AI
266
Atria Investments
North Carolina
$40.7M +$2.3M +5,454 +6%
AAS
267
Avantax Advisory Services
Texas
$40.3M +$3.23M +7,659 +9%
William Blair & Company
268
William Blair & Company
Illinois
$39.9M +$6.4M +15,171 +20%
PG
269
Proffitt & Goodson
Tennessee
$39.8M +$228K +541 +0.6%
FCI
270
Financial Counselors Inc
Kansas
$39.6M +$5.57M +13,189 +17%
FT
271
Fiduciary Trust
Massachusetts
$39.5M -$243K -575 -0.6%
AMI
272
Amica Mutual Insurance
Rhode Island
$39M
AA
273
Alta Advisers
United Kingdom
$38.7M -$61.2K -145 -0.2%
AAMA
274
Advanced Asset Management Advisors
Ohio
$38.5M -$19K -45 -0.1%
CWA
275
CJM Wealth Advisers
Virginia
$38.3M +$37M +87,735 New

VOO Hedge Fund Activity: Q4 2021 in Review

2,107 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q4 2021, worth a combined $117B — up 8% from $108B a quarter earlier.

Buyers outnumbered sellers: 416 funds opened new VOO positions and 74 closed out — a net gain of 342 holders — while 907 added to existing stakes and 518 trimmed.

The largest buyer was California Public Employees Retirement System, opening a new position worth an estimated $3.58B. The largest seller was Bank of America, cutting an estimated $11.2B.

  • 2,107 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q4 2021, up from 1,793 in Q3 2021.
  • Funds reported $117B of Vanguard S&P 500 ETF stock for Q4 2021, up 8% quarter-over-quarter.
  • 416 funds opened new Vanguard S&P 500 ETF positions in Q4 2021 and 74 closed out, a net change of +342 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q4 2021 was California Public Employees Retirement System, an estimated $3.58B added.
  • The largest Vanguard S&P 500 ETF seller in Q4 2021 was Bank of America, an estimated $11.2B sold.

Based on aggregated 13F filings for Q4 2021.