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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
GH
276
GAM Holding
Switzerland
$38.1M -$4.49M -10,640 -11%
Mitsubishi UFJ Asset Management
277
Mitsubishi UFJ Asset Management
Japan
$37.8M -$664K -1,574 -2%
HPWM
278
Highland Private Wealth Management
Washington
$37.6M +$2.77M +6,573 +8%
DADC
279
D.A. Davidson & Co
Montana
$37.5M +$1.69K +4 +0%
CA
280
Cetera Advisors
Colorado
$37.5M -$201K -475 -0.6%
William Blair Investment Management
281
William Blair Investment Management
Illinois
$37.4M -$5.32M -12,600 -13%
HCC
282
Hirtle Callaghan & Co
Pennsylvania
$37.2M +$4.38M +10,368 +14%
HWA
283
Hillcrest Wealth Advisors
New Jersey
$36.9M +$2.89M +6,850 +9%
Deutsche Bank
284
Deutsche Bank
Germany
$36.8M +$3.09M +7,319 +10%
SFP
285
Sweet Financial Partners
Minnesota
$36.6M +$35.4M +83,947 New
Wellington Management Group
286
Wellington Management Group
Massachusetts
$36.5M
EWP
287
Engrave Wealth Partners
Texas
$36.1M +$2.06M +4,881 +6%
RH
288
RFG Holdings
Texas
$35.9M +$3M +7,107 +9%
LFGH
289
Lee Financial Group Hawaii
Hawaii
$35.8M -$75.1K -178 -0.2%
AFS
290
Amtrust Financial Services
New York
$35.8M +$34.6M +82,000 New
BC
291
Bowman & Company
Wisconsin
$35.7M +$34.5M +81,686 New
First Manhattan
292
First Manhattan
New York
$35.6M +$4.74M +11,228 +16%
FA
293
FDx Advisors
Illinois
$35.5M +$12.6M +29,961 +58%
RA
294
Resolute Advisors
California
$35.3M -$7.31M -17,312 -18%
ZIG
295
Zurich Insurance Group
Switzerland
$35.3M +$19.7M +46,769 +138%
Natixis Advisors
296
Natixis Advisors
Massachusetts
$34.9M -$7.43M -17,591 -18%
DY
297
Dowling & Yahnke
California
$34.9M +$7.45M +17,639 +28%
PNC Financial Services Group
298
PNC Financial Services Group
Pennsylvania
$34.8M +$637K +1,509 +2%
CCA
299
Column Capital Advisors
Indiana
$34.6M +$65.5M +155,136 +10%
RA
300
Rational Advisors
New York
$34.6M +$6.21M +14,716 +23%

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.