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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
HFG
551
Heron Financial Group
New York
$8.75M +$473K +1,165 +6%
EHC
552
Everett Harris & Co
California
$8.64M +$14.2K +35 +0.2%
WCFA
553
Walkner Condon Financial Advisors
Wisconsin
$8.6M +$243K +599 +3%
PFG
554
Pacific Financial Group
Washington
$8.53M -$254K -627 -3%
RT
555
Rockland Trust
Massachusetts
$8.43M -$2.35M -5,790 -21%
BWM
556
BCGM Wealth Management
Indiana
$8.43M -$328K -809 -4%
WFPG
557
Waller Financial Planning Group
Ohio
$8.41M -$229K -564 -3%
GD
558
Grandfield & Dodd
New York
$8.4M -$2.03K -5 -0%
PCG
559
Private Capital Group
Connecticut
$8.38M +$41K +101 +0.5%
PA
560
Parkside Advisors
California
$8.38M +$99K +244 +1%
American Century Companies
561
American Century Companies
Missouri
$8.36M -$40.6K -100 -0.5%
GIA
562
Gladstone Institutional Advisory
Florida
$8.31M +$3.11M +7,656 +57%
Principal Financial Group
563
Principal Financial Group
Iowa
$8.26M +$854K +2,106 +11%
LAS
564
Lloyd Advisory Services
Georgia
$8.24M -$600K -1,478 -7%
ECM
565
Evergreen Capital Management
Washington
$8.22M +$961K +2,369 +13%
AAMC
566
Asset Allocation & Management Company
Illinois
$8.21M -$3.62M -8,924 -30%
AC
567
Abbrea Capital
California
$8.21M +$153K +377 +2%
FFA
568
First Foundation Advisors
California
$8.2M -$216K -532 -2%
AWM
569
Apollon Wealth Management
South Carolina
$8.17M +$2.4M +5,917 +40%
FAIM
570
Financial Advocates Investment Management
Washington
$8.06M -$128K -315 -2%
EA
571
Elm Advisors
California
$8.06M +$245K +604 +3%
MAM
572
Marotta Asset Management
Virginia
$8.05M +$234K +576 +3%
COI
573
Connable Office Inc
Michigan
$7.99M +$69.8K +172 +0.9%
SWM
574
Spire Wealth Management
Virginia
$7.99M +$907K +2,235 +12%
FHA
575
Flagship Harbor Advisors
Massachusetts
$7.84M

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.