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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
LGWM
326
Litman Gregory Wealth Management
California
$30.4M +$16.4M +38,820 +126%
FMP
327
Financial Management Professionals
Texas
$30.2M +$1.23M +2,919 +4%
CI
328
Conning Inc
Connecticut
$30M +$6.61M +15,665 +30%
PFM
329
Phillips Financial Management
Indiana
$29.9M +$104K +246 +0.4%
FMWA
330
Forvis Mazars Wealth Advisors
Missouri
$29.9M -$801K -1,898 -3%
IA
331
IFG Advisory
Georgia
$29.8M +$2.7M +6,397 +10%
RWRC
332
R.W. Roge & Company
New York
$29.7M -$1.78M -4,210 -5%
Cetera Investment Advisers
333
Cetera Investment Advisers
Illinois
$29.7M +$570K +1,351 +2%
CL
334
Choreo LLC
Illinois
$29.5M +$326K +772 +1%
GFP
335
Guardian Financial Partners
California
$29.2M +$28.2M +66,881 New
SI
336
Stephens Inc
Arkansas
$29.1M -$6.26M -14,830 -18%
AF
337
Allworth Financial
California
$29.1M +$24.2M +57,375 +617%
AA
338
Aufman Associates
Pennsylvania
$28.9M +$631K +1,494 +2%
CPW
339
Crestmont Private Wealth
Texas
$28.8M +$27.9M +65,990 New
CB
340
Commerce Bank
Missouri
$28.7M +$245K +581 +0.9%
EPM
341
Elm Partners Management
Pennsylvania
$28.6M -$33.8K -80 -0.1%
PCP
342
Proficio Capital Partners
Massachusetts
$28.3M +$10.9M +25,909 +67%
AWA
343
AmeriServ Wealth Advisors
Pennsylvania
$28M +$1.64M +3,883 +6%
GBT
344
Grove Bank & Trust
Florida
$27.9M +$130K +308 +0.5%
AAM
345
Ameraudi Asset Management
New York
$27.8M +$956K +2,264 +4%
MA
346
MJP Associates
Connecticut
$27.5M -$399K -946 -1%
SIA
347
Strategic Investment Advisors
Michigan
$27.3M +$3.65M +8,637 +16%
FWM
348
ForthRight Wealth Management
Georgia
$27.3M +$611K +1,448 +2%
BP
349
BBR Partners
New York
$27.2M +$25.1M +59,537 +2,085%
CH
350
Canton Hathaway
Rhode Island
$27.2M

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.