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Vanguard S&P 500 ETF
VOO

1,657 hedge funds and large institutions have $76.5B invested in Vanguard S&P 500 ETF in 2020 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 692 increasing their positions, 485 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

351% more first-time investments, than exits

New positions opened: 275 | Existing positions closed: 61

43% more repeat investments, than reductions

Existing positions increased: 692 | Existing positions reduced: 485

15% more funds holding in top 10

Funds holding in top 10: 324 → 374 (+50)

13% more funds holding

Funds holding: 1,465 → 1,657 (+192)

1% more capital invested

Capital invested by funds: $75.9B → $76.5B (+$555M)

0% less call options, than puts

Call options by funds: $333M | Put options by funds: $334M

4.26% less ownership

Funds ownership: 47.22% → 42.96% (-4.3%)

Holders
1,657
Holders Change
+192
Holders Change %
+13.11%
% of All Funds
29.32%
Holding in Top 10
374
Holding in Top 10 Change
+50
Holding in Top 10 Change %
+15.43%
% of All Funds
6.62%
New
275
Increased
692
Reduced
485
Closed
61
Calls
$333M
Puts
$334M
Net Calls
-$782K
Net Calls Change
-$63.2M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$499M
2
Franklin Resources
Franklin Resources
California
+$206M
3
STA
Summit Trail Advisors
New York
+$173M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$162M
5
EVM
Eaton Vance Management
Massachusetts
+$158M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$7.4B
2
APF
Alaska Permanent Fund
Alaska
-$940M
3
PPA
Parametric Portfolio Associates
Washington
-$776M
4
EMPI
Elo Mutual Pension Insurance
Finland
-$638M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
-$268M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC
926
Park National Corp
Ohio
$1.52M +$58K +178 +4%
CHA
927
Cooper/Haims Advisors
New York
$1.51M -$3.59K -11 -0.2%
BPB
928
Badgley, Phelps & Bell
Washington
$1.5M +$79.2K +243 +6%
W
929
WealthOne
New York
$1.5M +$373K +1,143 +35%
HH
930
Hilltop Holdings
Texas
$1.49M +$67.2K +206 +5%
CBT
931
Capital Bank & Trust
California
$1.49M +$250K +768 +22%
LW
932
Linscomb Wealth
Texas
$1.49M -$19.9K -61 -1%
CFA
933
Carroll Financial Associates
North Carolina
$1.48M -$1.05M -3,209 -43%
IBOK
934
Independence Bank of Kentucky
Kentucky
$1.47M +$156K +479 +13%
FNBSF
935
First National Bank Sioux Falls
South Dakota
$1.46M – – –
FPCG
936
Fort Pitt Capital Group
Pennsylvania
$1.45M +$13.4K +41 +1%
PWG
937
Private Wealth Group
Florida
$1.45M – – –
ML
938
McAdam LLC
Pennsylvania
$1.45M +$841K +2,580 +163%
LSA
939
Lion Street Advisors
Texas
$1.45M -$1.47M -4,522 -50%
RWA
940
River Wealth Advisors
Pennsylvania
$1.44M +$365K +1,121 +37%
GVAG
941
Great Valley Advisor Group
Delaware
$1.44M -$241K -738 -15%
HIA
942
Harbor Investment Advisory
Maryland
$1.42M – – –
WWM
943
Wolff Wiese Magana
California
$1.42M +$1.35M +4,128 New
GT
944
Greenleaf Trust
Michigan
$1.41M – – –
TAM
945
Tocqueville Asset Management
New York
$1.4M – – –
SC
946
Savant Capital
Illinois
$1.4M +$341K +1,047 +34%
AWAP
947
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.39M +$1.32M +4,044 New
AC
948
Alexandria Capital
Virginia
$1.38M +$46.9K +144 +4%
MSU
949
Mizuho Securities USA
New York
$1.38M +$1.3M +4,000 New
CWM
950
CMH Wealth Management
New Hampshire
$1.38M -$127K -390 -9%
36 37
38
39 40

VOO Hedge Fund Activity: Q4 2020 in Review

1,657 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q4 2020, worth a combined $76.5B — up 0.73% from $75.9B a quarter earlier.

Buyers outnumbered sellers: 275 funds opened new VOO positions and 61 closed out — a net gain of 214 holders — while 692 added to existing stakes and 485 trimmed.

The largest buyer was Vanguard Group, adding an estimated $499M. The largest seller was Bank of America, cutting an estimated $7.4B.

  • 1,657 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q4 2020, up from 1,465 in Q3 2020.
  • Funds reported $76.5B of Vanguard S&P 500 ETF stock for Q4 2020, up 0.73% quarter-over-quarter.
  • 275 funds opened new Vanguard S&P 500 ETF positions in Q4 2020 and 61 closed out, a net change of +214 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q4 2020 was Vanguard Group, an estimated $499M added.
  • The largest Vanguard S&P 500 ETF seller in Q4 2020 was Bank of America, an estimated $7.4B sold.

Based on aggregated 13F filings for Q4 2020.