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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
FAM
1076
Formidable Asset Management
Ohio
$1.22M -$979K -2,414 -44%
C
1077
Certuity
Florida
$1.22M -$22.3K -55 -1%
MG
1078
Mather Group
Illinois
$1.22M +$637K +1,571 +103%
VCA
1079
Verdence Capital Advisors
Maryland
$1.22M +$2.84K +7 +0.2%
PIMG
1080
Patriot Investment Management Group
Tennessee
$1.22M -$37M -91,239 -97%
AMM
1081
American Money Management
California
$1.21M +$1.25M +3,073 New
AWA
1082
Arkadios Wealth Advisors
Georgia
$1.21M -$297K -731 -19%
SWA
1083
SFMG Wealth Advisors
Texas
$1.21M +$112K +276 +10%
ST
1084
Spinnaker Trust
Maine
$1.2M -$43K -106 -3%
OSAM
1085
O'Shaughnessy Asset Management
Connecticut
$1.2M +$406 +1 +0%
IAA
1086
Ironsides Asset Advisors
North Carolina
$1.2M +$28.4K +70 +2%
BAS
1087
Brown Advisory Securities
Maryland
$1.2M +$121K +299 +11%
TPA
1088
Trivium Point Advisory
Connecticut
$1.19M +$54.8K +135 +5%
EWA
1089
Evolution Wealth Advisors
Florida
$1.19M
BOS
1090
Bingham Osborn & Scarborough
California
$1.19M +$811 +2 +0.1%
BST
1091
Bath Savings Trust
Maine
$1.19M +$148K +366 +14%
CAI
1092
Capital Advisors Inc
Oklahoma
$1.19M -$145K -357 -11%
TLFA
1093
True Link Financial Advisors
California
$1.18M +$1.07M +2,644 +745%
BIA
1094
BHK Investment Advisors
Alabama
$1.18M
BDF
1095
Balasa Dinverno & Foltz
$1.18M +$97.4K +240 +9%
RCAG
1096
Rehmann Capital Advisory Group
Michigan
$1.17M +$499K +1,229 +70%
PAM
1097
Peak Asset Management
Colorado
$1.17M +$280K +690 +30%
GL
1098
Graypoint LLC
New York
$1.17M +$30K +74 +3%
PTP
1099
Platform Technology Partners
New York
$1.17M -$395K -974 -25%
BCIM
1100
Bishop & Co Investment Management
Pennsylvania
$1.16M

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.