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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
MWA
901
Martel Wealth Advisors
Washington
$2.32M -$327K -806 -12%
CAN
902
Claraphi Advisory Network
United States
$2.32M +$91.3K +225 +4%
CA
903
CGN Advisors
Kansas
$2.31M +$109K +269 +5%
RWA
904
River Wealth Advisors
Pennsylvania
$2.31M +$241K +593 +11%
BIM
905
Bridges Investment Management
Nebraska
$2.3M -$2.03K -5 -0.1%
SAS
906
Stelac Advisory Services
New York
$2.29M +$48.7K +120 +2%
TCOV
907
Trust Company of Vermont
Vermont
$2.28M +$72.6K +179 +3%
BMA
908
Brooks Moore & Associates
Tennessee
$2.27M -$8.93K -22 -0.4%
DWMG
909
DB Wealth Management Group
California
$2.27M -$21.9K -54 -0.9%
PAS
910
Park Avenue Securities
New York
$2.27M +$588K +1,449 +34%
MWM
911
Modera Wealth Management
New Jersey
$2.26M +$98.2K +242 +4%
Bank of Nova Scotia
912
Bank of Nova Scotia
Ontario, Canada
$2.24M
Susquehanna International Group
913
Susquehanna International Group
Pennsylvania
$2.24M -$5.78M -14,248 -72%
TAM
914
Todd Asset Management
Kentucky
$2.23M
KCM
915
Kornitzer Capital Management
Kansas
$2.22M -$197K -485 -8%
SWA
916
Sax Wealth Advisors
New Jersey
$2.21M +$4.06K +10 +0.2%
PK
917
Pflug Koory
Nebraska
$2.21M -$26.4K -65 -1%
NEAM
918
New England Asset Management
Connecticut
$2.21M +$2.27M +5,600 New
SGI
919
Summit Global Investments
Utah
$2.21M -$7.35M -18,122 -76%
PA
920
Parallel Advisors
California
$2.21M -$278K -684 -11%
CWM
921
Capital Wealth Management
Rhode Island
$2.2M -$24.7K -61 -1%
BIA
922
Bell Investment Advisors
California
$2.2M +$2.26M +5,576 New
PNC
923
Park National Corp
Ohio
$2.2M -$4.87K -12 -0.2%
IBOK
924
Independence Bank of Kentucky
Kentucky
$2.19M +$314K +775 +16%
GT
925
Greenleaf Trust
Michigan
$2.18M +$190K +468 +9%

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.