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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
BONH
726
Bank of New Hampshire
New Hampshire
$4.28M
MA
727
Montag & Associates
Georgia
$4.28M -$279K -687 -6%
VCM
728
Vivaldi Capital Management
Illinois
$4.24M -$26K -64 -0.6%
RIA
729
Regal Investment Advisors
Michigan
$4.23M +$25.6K +63 +0.6%
EDRH
730
Edmond de Rothschild Holding
Switzerland
$4.22M +$1.56M +3,850 +56%
TIA
731
Traphagen Investment Advisors
New Jersey
$4.22M
EFL
732
ERn Financial LLC
Wisconsin
$4.21M +$811 +2 +0%
SCM
733
SevenOneSeven Capital Management
Pennsylvania
$4.2M +$91.3K +225 +2%
SVWAG
734
Sound View Wealth Advisors Group
Georgia
$4.16M +$216K +532 +5%
EGWAG
735
Elwood & Goetz Wealth Advisory Group
Georgia
$4.15M +$55.2K +136 +1%
EFS
736
Essex Financial Services
Connecticut
$4.14M +$1.03M +2,544 +32%
HIMC
737
Heritage Investors Management Corp
Maryland
$4.13M +$19.1K +47 +0.5%
ACM
738
Alamar Capital Management
California
$4.1M +$751K +1,852 +22%
MNBTD
739
Moody National Bank Trust Division
Texas
$4.09M -$7.3K -18 -0.2%
TPM
740
Triasima Portfolio Management
Quebec, Canada
$4.07M -$57.6K -142 -1%
YIA
741
YHB Investment Advisors
Connecticut
$4.07M +$18.7K +46 +0.4%
AWM
742
Altavista Wealth Management
North Carolina
$4.06M -$238K -586 -5%
THWM
743
Taylor Hoffman Wealth Management
Virginia
$4.04M +$104K +257 +3%
SB
744
Strategic Blueprint
Georgia
$4.04M -$3.49M -8,607 -46%
LC
745
Landaas & Company
Wisconsin
$4.01M -$80.7K -199 -2%
LWMM
746
Legacy Wealth Management (Mississippi)
Mississippi
$4.01M
CPFP
747
Clear Perspectives Financial Planning
Ohio
$4M +$916K +2,257 +29%
CCM
748
Chilton Capital Management
Texas
$3.96M -$151K -371 -4%
CCA
749
Childress Capital Advisors
Texas
$3.96M -$118K -291 -3%
Squarepoint
750
Squarepoint
New York
$3.93M +$4.04M +9,954 New

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.