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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
HAS
426
HBW Advisory Services
California
$14.4M +$312K +770 +2%
PIMJS
427
PKO Investment Management Joint-Stock
Poland
$14.3M +$2.62M +6,456 +22%
VST
428
Van Strum & Towne
California
$14.3M -$424K -1,045 -3%
TW
429
Transform Wealth
Colorado
$14.3M +$12.6M +31,094 +612%
WPW
430
Waldron Private Wealth
Pennsylvania
$14M +$10.5M +25,852 +272%
FA
431
Fiducient Advisors
Illinois
$14M +$1.85M +4,572 +15%
RG
432
Rathbones Group
United Kingdom
$14M -$2.27M -5,588 -14%
FMC
433
First Merchants Corp
Indiana
$13.8M +$36.1K +89 +0.3%
EFSCE
434
Enterprise Financial Services Corp (EFSC)
Missouri
$13.6M -$498K -1,227 -3%
S
435
Schroders
United Kingdom
$13.6M
BCI
436
Brinker Capital Investments
Pennsylvania
$13.5M -$11K -27 -0.1%
RWMH
437
Riverpoint Wealth Management Holdings
Illinois
$13.5M -$1.11M -2,740 -7%
PCM
438
Parsons Capital Management
Rhode Island
$13.4M -$93.7K -231 -0.7%
PI
439
Pachira Investments
California
$13.3M -$92.1K -227 -0.7%
AAM
440
Autus Asset Management
Arizona
$13.3M +$259K +639 +2%
APA
441
American Portfolios Advisors
New York
$13.3M +$2.55M +6,280 +23%
SWM
442
Southern Wealth Management
Texas
$13.3M +$229K +564 +2%
ACM
443
AlphaStar Capital Management
North Carolina
$13.2M +$7.23M +17,824 +124%
NSIM
444
North Star Investment Management
Illinois
$13.2M +$249K +614 +2%
ACM
445
Ategra Capital Management
Virginia
$13.1M -$256K -632 -2%
CPA
446
Clear Perspective Advisors
Illinois
$13.1M +$379K +934 +3%
UOC
447
University of Chicago
Illinois
$13.1M +$2.98M +7,346 +29%
PWLP
448
Prio Wealth Limited Partnership
Massachusetts
$13M +$499K +1,230 +4%
HIM
449
HawsGoodwin Investment Management
Tennessee
$13M +$517K +1,275 +4%
TWM
450
Tradition Wealth Management
Minnesota
$13M +$1.2M +2,946 +10%

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.