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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
MFGP
576
Marshall Financial Group (Pennsylvania)
Pennsylvania
$7.84M +$383K +945 +5%
CAG
577
Compass Advisory Group
New York
$7.82M +$798K +1,968 +11%
BTW
578
Boston Trust Walden
Massachusetts
$7.77M
Luther King Capital Management (LKCM)
579
Luther King Capital Management (LKCM)
Texas
$7.76M
DCM
580
Dupont Capital Management
Delaware
$7.75M -$5.64M -13,909 -41%
JEST
581
JTC Employer Solutions Trustee
Jersey
$7.74M +$1.36M +3,355 +21%
Cohen & Steers
582
Cohen & Steers
New York
$7.66M -$1.43M -3,517 -15%
AF
583
Advisornet Financial
Minnesota
$7.66M +$6.23M +15,365 +379%
WB
584
WesBanco Bank
West Virginia
$7.63M -$78.3K -193 -1%
LWP
585
Laurel Wealth Planning
Minnesota
$7.62M -$137K -338 -2%
CFC
586
Coyle Financial Counsel
Illinois
$7.57M +$230K +566 +3%
HP
587
Hikari Power
Japan
$7.57M
PA
588
Pinnacle Associates
New York
$7.57M +$661K +1,630 +9%
SFO
589
Stokes Family Office
Louisiana
$7.48M -$45.4K -112 -0.6%
LA
590
LVW Advisors
New York
$7.46M -$333K -821 -4%
HC
591
Hoese & Co
Minnesota
$7.45M -$202K -497 -3%
SCA
592
Snowden Capital Advisors
New York
$7.42M -$9.33K -23 -0.1%
SWPG
593
Strategic Wealth Partners Group
Illinois
$7.42M +$7.63M +18,800 New
PL
594
Plancorp LLC
Missouri
$7.37M +$1.34M +3,311 +22%
EWM
595
Endurance Wealth Management
Rhode Island
$7.31M +$59.2K +146 +0.8%
EWA
596
EP Wealth Advisors
California
$7.3M -$1.83M -4,504 -20%
Comerica Bank
597
Comerica Bank
Texas
$7.22M +$3.43M +8,458 +93%
FFG
598
Frisch Financial Group
New York
$7.17M -$183K -451 -2%
AWM
599
Activest Wealth Management
Florida
$7.11M -$4.23M -10,438 -37%
CSIC
600
Clifford Swan Investment Counsel
California
$7.11M -$2.43K -6 -0%

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.