We are live on ! Find out more
VOO icon

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
AP
926
Advisor Partners
California
$2.17M +$138K +340 +7%
PF
927
Phoenix Financial
Israel
$2.16M +$2.22M +5,463 New
VPIM
928
Vanguard Personalized Indexing Management
California
$2.16M
CMO
929
Covenant Multifamily Offices
Texas
$2.15M -$36.9K -91 -2%
RWM
930
RKL Wealth Management
Pennsylvania
$2.14M +$34.9K +86 +2%
TC
931
TAP Consulting
Missouri
$2.14M -$116K -286 -5%
EWM
932
Empirical Wealth Management
Washington
$2.13M +$223K +550 +11%
FMC
933
Financial Management Concepts
Florida
$2.12M -$13.4K -33 -0.6%
NAMM
934
NorthStar Asset Management (Massachusetts)
Massachusetts
$2.11M
BFS
935
Bradley Foster & Sargent
Connecticut
$2.1M -$19.1K -47 -0.9%
QAM
936
QCI Asset Management
New York
$2.1M -$6.09K -15 -0.3%
FP
937
Financial Perspectives
Minnesota
$2.1M -$41K -101 -2%
DAS
938
Dynamic Advisor Solutions
Arizona
$2.1M +$221K +544 +11%
MWM
939
Mascoma Wealth Management
New Hampshire
$2.1M
WFA
940
Wellspring Financial Advisors
Ohio
$2.1M +$1.62K +4 +0.1%
CCT
941
Capital City Trust
Florida
$2.07M +$36.9K +91 +2%
BFEC
942
Benjamin F. Edwards & Company
Missouri
$2.06M -$51.5K -127 -2%
BMCM
943
Bryn Mawr Capital Management
Pennsylvania
$2.06M
FHC
944
First Heartland Consultants
Missouri
$2.05M -$229K -565 -10%
IAIM
945
International Assets Investment Management
Florida
$2.05M +$6.09K +15 +0.3%
QCM
946
Quest Capital Management
Texas
$2.05M +$681K +1,678 +48%
HCIA
947
Hochman Cole Investment Advisors
Illinois
$2.04M -$14.2K -35 -0.7%
SC
948
Savant Capital
Illinois
$2.02M +$454K +1,119 +28%
MWM
949
Minot Wealth Management
Massachusetts
$2.01M
TCM
950
Traynor Capital Management
Pennsylvania
$2M -$301K -743 -13%

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.