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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
HPWM
401
High Pines Wealth Management
Massachusetts
$15.9M +$1.08M +2,673 +7%
RIM
402
Rockbridge Investment Management
New York
$15.9M -$95.7K -236 -0.6%
WPA
403
West Paces Advisors
Georgia
$15.8M +$269K +663 +2%
VAM
404
Verity Asset Management
North Carolina
$15.7M -$1.81M -4,454 -10%
DC
405
DeDora Capital
California
$15.7M -$551K -1,357 -3%
BRWA
406
B. Riley Wealth Advisors
Florida
$15.6M +$567K +1,398 +4%
IMPI
407
Ilmarinen Mutual Pension Insurance
Finland
$15.6M -$521K -1,285 -3%
GC
408
GFG Capital
Florida
$15.6M -$1.04M -2,563 -6%
FPCP
409
Fort Point Capital Partners
California
$15.5M +$161K +396 +1%
SF
410
Synovus Financial
Georgia
$15.4M +$2.39M +5,879 +18%
GRP
411
Global Retirement Partners
California
$15.3M +$480K +1,183 +3%
PCP
412
Proficio Capital Partners
Massachusetts
$15.3M -$4M -9,852 -20%
MCM
413
Manchester Capital Management
Vermont
$15.2M +$3.55M +8,761 +29%
KTC
414
Kistler-Tiffany Companies
Pennsylvania
$15.1M +$2.73M +6,718 +21%
BAM
415
Belpointe Asset Management
Nevada
$15M +$1.98M +4,871 +15%
OC
416
Oppenheimer & Co
New York
$15M +$835K +2,058 +6%
FMII
417
Farmers & Merchants Investments Inc
Nebraska
$15M -$710K -1,750 -4%
AL
418
ADE LLC
Maryland
$14.9M +$258K +635 +2%
MIAN
419
Mariner Independent Advisor Network
Kansas
$14.7M +$593K +1,462 +4%
BSA
420
Braun Stacey Associates
New York
$14.7M -$741K -1,827 -5%
EPA
421
Element Pointe Advisors
Florida
$14.7M +$45K +111 +0.3%
PFA
422
Professional Financial Advisors
Nebraska
$14.7M -$8.18M -20,158 -35%
RFM
423
Royal Fund Management
Florida
$14.5M +$1.21M +2,976 +9%
Lazard Asset Management
424
Lazard Asset Management
New York
$14.5M -$3.9M -9,607 -21%
BCM
425
Brookstone Capital Management
Illinois
$14.4M +$3.12M +7,701 +27%

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.