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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
CCP
526
Clarkston Capital Partners
Michigan
$9.65M +$61.7K +152 +0.6%
MAS
527
Madden Advisory Services
Florida
$9.56M -$113K -279 -1%
WG
528
Welch Group
Alabama
$9.52M
JCM
529
Jacobi Capital Management
Pennsylvania
$9.48M -$952K -2,347 -9%
SWA
530
Stratos Wealth Advisors
Ohio
$9.43M +$2.45M +6,035 +34%
BHB
531
Bank Hapoalim BM
Israel
$9.37M +$9.28M +22,876 +2,629%
RCIM
532
Red Cedar Investment Management
Michigan
$9.36M +$2.03M +5,010 +27%
FAB
533
First American Bank
Illinois
$9.35M +$318K +783 +3%
VFA
534
Valeo Financial Advisors
Indiana
$9.34M +$1.19M +2,935 +14%
KWM
535
Kingsview Wealth Management
Oregon
$9.32M +$654K +1,611 +7%
CIC
536
Carnegie Investment Counsel
Ohio
$9.29M +$87.2K +215 +0.9%
Bank Julius Baer & Co
537
Bank Julius Baer & Co
Switzerland
$9.29M +$1.59M +3,919 +20%
SWM
538
Soundmark Wealth Management
Washington
$9.28M +$1.91M +4,706 +25%
NR
539
Newfound Research
Massachusetts
$9.22M +$4.12M +10,148 +77%
ZCM
540
Ziegler Capital Management
Illinois
$9.2M +$27.2K +67 +0.3%
BC
541
Brio Consultants
California
$9.09M +$338K +832 +4%
RPC
542
Rossmore Private Capital
Connecticut
$9.05M -$50.3K -124 -0.5%
TA
543
TruWealth Advisors
Louisiana
$9.03M +$298K +735 +3%
WEPOG
544
Wealth Enhancement & Preservation of GA
Georgia
$8.99M +$9.25M +22,794 New
AF
545
Affiance Financial
Minnesota
$8.99M -$32.1K -79 -0.3%
FWM
546
Foresight Wealth Management
Utah
$8.93M -$194K -479 -2%
MFA
547
McClarren Financial Advisors
Pennsylvania
$8.91M -$232K -572 -2%
Lido Advisors
548
Lido Advisors
California
$8.9M -$168K -413 -2%
CCM
549
Ciovacco Capital Management
Georgia
$8.87M +$79.5K +196 +0.9%
FSCM
550
Front Street Capital Management
Montana
$8.76M +$1.22M +3,001 +16%

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.