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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
ZIG
451
Zurich Insurance Group
Switzerland
$12.9M +$1.83M +4,500 +15%
FFC
452
First Financial Corp
Indiana
$12.7M -$6.49K -16 -0%
ASN
453
Advisory Services Network
Georgia
$12.7M +$74.2K +183 +0.6%
AP
454
Adero Partners
California
$12.7M -$12.2M -29,987 -48%
SC
455
Scotia Capital
Ontario, Canada
$12.7M +$696K +1,716 +6%
PAG
456
Private Advisory Group
Washington
$12.6M +$889K +2,192 +7%
CAM
457
Cresset Asset Management
Illinois
$12.6M +$650K +1,601 +5%
DCM
458
Disciplina Capital Management
Tennessee
$12.6M -$1.62M -3,985 -11%
Toronto Dominion Bank
459
Toronto Dominion Bank
Ontario, Canada
$12.5M
KPWS
460
Kestra Private Wealth Services
Texas
$12.5M +$290K +716 +2%
COCM
461
Charter Oak Capital Management
New Hampshire
$12.5M +$502K +1,238 +4%
PFO
462
Pathstone Family Office
New Jersey
$12.5M +$126K +311 +1%
STB
463
S&T Bank
Pennsylvania
$12.5M +$58.4K +144 +0.5%
NRI
464
NFP Retirement Inc
California
$12.4M +$115K +284 +0.9%
BC
465
Burney Company
Virginia
$12.4M +$54K +133 +0.4%
ICG
466
InterOcean Capital Group
Tennessee
$12.3M +$3.69M +9,091 +41%
AWE
467
Avidian Wealth Enterprises
Texas
$12.3M +$241K +594 +2%
Parallax Volatility Advisers
468
Parallax Volatility Advisers
California
$12.3M +$7.49M +18,473 +146%
MWM
469
Moulton Wealth Management
Washington
$12.2M +$6.95M +17,121 +127%
SFPM
470
Sensible Financial Planning & Management
Massachusetts
$12.2M +$2.03K +5 +0%
KW
471
KWB Wealth
California
$12.2M -$1.07M -2,630 -8%
CWA
472
Canvas Wealth Advisors
Kansas
$12.2M +$1.02M +2,512 +9%
VRM
473
Vectors Research Management
New York
$12.1M +$1.04M +2,563 +9%
LGWM
474
Litman Gregory Wealth Management
California
$12.1M +$8.23M +20,282 +193%
MWM
475
Madison Wealth Management
Ohio
$12.1M +$38.9K +96 +0.3%

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.