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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
Osaic Holdings
26
Osaic Holdings
Arizona
$822M -$8.02M -18,990 -1%
AIA
27
Angeles Investment Advisors
California
$797M +$65.3M +154,797 +9%
Mirae Asset Global Investments
28
Mirae Asset Global Investments
South Korea
$740M +$191M +453,620 +37%
CSIA
29
Charles Schwab Investment Advisory
California
$731M +$40.3M +95,488 +6%
VMPIC
30
Varma Mutual Pension Insurance Co
Finland
$656M +$466M +1,102,800 +276%
Stifel Financial
31
Stifel Financial
Missouri
$608M +$26M +61,619 +5%
NMIMC
32
Northwestern Mutual Investment Management Company
Wisconsin
$544M -$477K -1,130 -0.1%
State of New Jersey Common Pension Fund D
33
State of New Jersey Common Pension Fund D
New Jersey
$531M
Franklin Resources
34
Franklin Resources
California
$526M -$38.2M -90,595 -7%
V
35
Veritable
Delaware
$521M +$7.23M +17,119 +1%
IUHSA
36
Itau Unibanco Holding S.A.
Brazil
$503M -$228M -540,020 -32%
Cerity Partners
37
Cerity Partners
New York
$502M +$9.23M +21,856 +4%
AWM
38
AE Wealth Management
Kansas
$500M +$8.11M +19,203 +2%
SAI
39
Systematic Alpha Investments
New Jersey
$494M +$42.2K +100 +0%
Citigroup
40
Citigroup
New York
$476M +$14.1M +33,481 +3%
Bessemer Group
41
Bessemer Group
New Jersey
$473M -$919K -2,177 -0.2%
JFG
42
JMG Financial Group
Illinois
$473M +$16.2M +38,446 +4%
WANY
43
Wealthspire Advisors (New York)
New York
$445M -$823K -1,950 -0.2%
Truist Financial
44
Truist Financial
North Carolina
$443M -$11.2M -26,416 -3%
MSL
45
Mackay Shields LLC
New York
$440M +$3.48M +8,250 +0.8%
HighTower Advisors
46
HighTower Advisors
Illinois
$432M +$26.7M +63,217 +7%
TF
47
TIAA FSB
Florida
$428M -$4.12M -9,759 -1%
CM
48
Churchill Management
California
$427M +$38K +90 +0%
Fisher Asset Management
49
Fisher Asset Management
Washington
$415M +$11.6M +27,405 +3%
VA
50
Valmark Advisers
Ohio
$407M -$24.2M -57,233 -6%

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.