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Vanguard S&P 500 ETF

1,794 hedge funds and large institutions have $108B invested in Vanguard S&P 500 ETF in 2021 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 837 increasing their positions, 549 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 51

52% more repeat investments, than reductions

Existing positions increased: 837 | Existing positions reduced: 549

3% more funds holding

Funds holding: 1,7421,794 (+52)

2% more funds holding in top 10

Funds holding in top 10: 382391 (+9)

4% more capital invested

Capital invested by funds: $103B → $108B (+$4.49B)

0.54% less ownership

Funds ownership: 44.58%44.04% (-0.54%)

74% less call options, than puts

Call options by funds: $285M | Put options by funds: $1.11B

Holders
1,794
Holders Change
+52
Holders Change %
+2.99%
% of All Funds
31.4%
Holding in Top 10
391
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+2.36%
% of All Funds
6.84%
New
128
Increased
837
Reduced
549
Closed
51
Calls
$285M
Puts
$1.11B
Net Calls
-$829M
Net Calls Change
+$184M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
326
IFG Advisory
Georgia
$24.4M +$2.83M +6,979 +13%
WT
327
Washington Trust
Rhode Island
$24.3M -$3.39M -8,357 -12%
AAM
328
Ameraudi Asset Management
New York
$24.2M -$268K -661 -1%
FWM
329
ForthRight Wealth Management
Georgia
$24.1M +$670K +1,651 +3%
AWA
330
AmeriServ Wealth Advisors
Pennsylvania
$23.8M +$19.2M +47,430 +367%
DCM
331
DeGreen Capital Management
Arizona
$23.7M -$2.35M -5,799 -9%
NIM
332
Northeast Investment Management
Massachusetts
$23.3M -$323K -796 -1%
WAP
333
Wealthcare Advisory Partners
Pennsylvania
$23.2M +$770K +1,898 +3%
IAN
334
Integrated Advisors Network
Texas
$23.1M +$3.24M +7,981 +16%
RWG
335
Ratio Wealth Group
Colorado
$22.5M +$1.16M +2,865 +5%
KHLMTHM
336
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$22M
PAI
337
Pittenger & Anderson Inc
Nebraska
$21.9M +$420K +1,034 +2%
TF
338
Tompkins Financial
New York
$21.7M +$22.4M +55,128 New
LNC
339
Lincoln National Corp
Pennsylvania
$21.7M +$669K +1,649 +3%
IA
340
IFP Advisors
Florida
$21.7M +$2.18M +5,368 +11%
CWC
341
Carolinas Wealth Consulting
North Carolina
$21.6M +$677K +1,669 +3%
GG
342
GenWealth Group
New Jersey
$21.6M +$78.3K +193 +0.4%
SFA
343
Souders Financial Advisors
Ohio
$21.5M +$884K +2,180 +4%
ABC
344
Associated Banc-Corp
Wisconsin
$21.5M +$222K +548 +1%
FNBOO
345
First National Bank of Omaha
Nebraska
$21.5M -$1.41M -3,471 -6%
SPC
346
Sigma Planning Corp
Michigan
$21.5M +$393K +968 +2%
BF
347
BOK Financial
Oklahoma
$21.4M +$22M +54,286 New
BAM
348
Banta Asset Management
California
$21.3M
SIA
349
Strategic Investment Advisors
Michigan
$21.3M +$3.28M +8,074 +18%
Citadel Advisors
350
Citadel Advisors
Florida
$21.1M +$21.7M +53,499 New

VOO Hedge Fund Activity: Q3 2021 in Review

1,794 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q3 2021, worth a combined $108B — up 4.3% from $103B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new VOO positions and 51 closed out — a net gain of 77 holders — while 837 added to existing stakes and 549 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $696M. The largest seller was Alaska Permanent Fund, cutting an estimated $880M.

  • 1,794 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q3 2021, up from 1,742 in Q2 2021.
  • Funds reported $108B of Vanguard S&P 500 ETF stock for Q3 2021, up 4.3% quarter-over-quarter.
  • 128 funds opened new Vanguard S&P 500 ETF positions in Q3 2021 and 51 closed out, a net change of +77 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q3 2021 was Bank of New York Mellon, an estimated $696M added.
  • The largest Vanguard S&P 500 ETF seller in Q3 2021 was Alaska Permanent Fund, an estimated $880M sold.

Based on aggregated 13F filings for Q3 2021.