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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
AF
751
Apexium Financial
Texas
$3.92M -$3.36M -8,285 -45%
IIM
752
InTrack Investment Management
Vermont
$3.86M -$78.7K -194 -2%
LWAC
753
Laurel Wealth Advisors (California)
California
$3.84M +$654K +1,612 +20%
LC
754
Lindbrook Capital
California
$3.83M
LPT
755
Legacy Private Trust
Wisconsin
$3.81M -$729K -1,798 -16%
AMCA
756
Arthur M. Cohen & Associates
Illinois
$3.79M +$129K +318 +3%
TCM
757
TD Capital Management
Tennessee
$3.73M +$13K +32 +0.3%
PCA
758
Pallas Capital Advisors
Massachusetts
$3.69M +$277K +682 +9%
AF
759
Allworth Financial
California
$3.67M +$420K +1,034 +13%
RE
760
RBC Europe
United Kingdom
$3.66M -$86K -212 -2%
AIM
761
Allen Investment Management
New York
$3.64M
IFG
762
Independent Financial Group
California
$3.62M +$224K +551 +6%
ATPW
763
Ashton Thomas Private Wealth
Arizona
$3.6M +$134K +331 +4%
CGPCS
764
Capital Group Private Client Services
California
$3.57M +$3.67M +9,052 New
PIA
765
Pinion Investment Advisors
Kansas
$3.5M +$218K +538 +6%
ACM
766
Anfield Capital Management
California
$3.5M +$3.41M +8,406 New
TWP
767
TFO Wealth Partners
Ohio
$3.48M +$57.2K +141 +2%
ACP
768
Aveo Capital Partners
Colorado
$3.46M -$19.5K -48 -0.5%
KC
769
Kinloch Capital
Virginia
$3.42M -$200K -494 -5%
CWM
770
Concentric Wealth Management
California
$3.4M
SIC
771
Sigma Investment Counselors
Michigan
$3.37M -$88.8K -219 -2%
RI
772
Ridgewood Investments
New Jersey
$3.36M +$131K +323 +4%
CAM
773
Cozad Asset Management
Illinois
$3.35M -$198K -487 -5%
WCM
774
Windham Capital Management
Massachusetts
$3.35M
BCM
775
BTC Capital Management
Iowa
$3.35M +$3.45M +8,500 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.