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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
CAC
1051
Certified Advisory Corp
Florida
$1.31M +$142K +351 +12%
HFM
1052
Harvest Fund Management
China
$1.3M
PFA
1053
Pure Financial Advisors
California
$1.3M +$653K +1,609 +95%
FC
1054
Forte Capital
New York
$1.3M +$406 +1 +0%
NL
1055
NWAM LLC
Washington
$1.29M -$67.3K -166 -5%
BA
1056
Bridgewater Advisors
New York
$1.29M +$9.74K +24 +0.7%
EFG
1057
Everhart Financial Group
Ohio
$1.28M -$83.6K -206 -6%
SIM
1058
Stratos Investment Management
Ohio
$1.28M +$1.32M +3,249 New
RFA
1059
Reilly Financial Advisors
California
$1.28M +$49.1K +121 +4%
SAM
1060
S.A. Mason
Michigan
$1.27M +$786K +1,938 +151%
TLP
1061
Trinity Legacy Partners
Texas
$1.27M -$372K -916 -22%
CIA
1062
Choate Investment Advisors
Massachusetts
$1.27M -$87.2K -215 -6%
PSP
1063
Principal Street Partners
Tennessee
$1.27M +$4.06K +10 +0.3%
AI
1064
Accredited Investors
Minnesota
$1.26M
SNB
1065
Security National Bank
Nebraska
$1.25M
WA1
1066
Wimmer Associates 1
California
$1.24M -$42.6K -105 -3%
FMBTD
1067
First Midwest Bank Trust Division
Illinois
$1.24M
FNBT
1068
FineMark National Bank & Trust
Florida
$1.24M -$213K -526 -14%
SQA
1069
Simon Quick Advisors
New Jersey
$1.24M +$64.1K +158 +5%
RIS
1070
Retirement Income Solutions
Michigan
$1.23M +$183K +450 +17%
EAM
1071
Evanson Asset Management
California
$1.23M +$241K +594 +23%
FCFC
1072
First Citizens Financial Corp
Iowa
$1.23M -$254K -625 -17%
GSWM
1073
Golden State Wealth Management
California
$1.23M -$27.2K -67 -2%
MFG
1074
MidWestOne Financial Group
Iowa
$1.23M +$46.7K +115 +4%
BHWM
1075
Bar Harbor Wealth Management
New Hampshire
$1.23M +$1.26M +3,109 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.