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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
WCA
1101
Windsor Creek Advisors
Vermont
$1.16M +$4.06K +10 +0.3%
GFS
1102
GYL Financial Synergies
Connecticut
$1.16M +$245K +604 +26%
OCM
1103
Osterweis Capital Management
California
$1.15M
SAM
1104
SignalPoint Asset Management
Missouri
$1.15M +$12.2K +30 +1%
IWA
1105
Intercontinental Wealth Advisors
Texas
$1.15M -$129K -318 -10%
NFG
1106
Nations Financial Group
Iowa
$1.15M +$188K +464 +19%
FWI
1107
Facet Wealth Inc
Maryland
$1.15M +$265K +654 +29%
CWP
1108
Curated Wealth Partners
California
$1.15M +$797K +1,965 +210%
RIL
1109
Rothschild Investment LLC
Illinois
$1.14M -$45.4K -112 -4%
VCAM
1110
Van Cleef Asset Management
Ohio
$1.14M +$17.4K +43 +2%
GWM
1111
Geneos Wealth Management
Colorado
$1.14M +$91.3K +225 +9%
GLLW
1112
Graves Light Lenhart Wealth
Virginia
$1.14M
OA
1113
Oxbow Advisors
Texas
$1.13M
BP
1114
BBR Partners
New York
$1.13M -$31.2K -77 -3%
FNFDCM
1115
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.12M
MPW
1116
Monterey Private Wealth
California
$1.12M +$7.3K +18 +0.6%
AIC
1117
Archer Investment Corporation
Indiana
$1.12M +$45.4K +112 +4%
BO
1118
BRR OpCo
Ohio
$1.12M -$8.52K -21 -0.7%
CA
1119
Continuum Advisory
Idaho
$1.12M +$77.9K +192 +7%
IFG
1120
Investors Financial Group
Minnesota
$1.11M +$125K +307 +12%
RC
1121
Rinet Company
Massachusetts
$1.1M +$406 +1 +0%
SA
1122
SRH Advisors
Kansas
$1.1M +$52.7K +130 +5%
CPIA
1123
Cornell Pochily Investment Advisors
New York
$1.1M +$406 +1 +0%
HC
1124
Hamilton Capital
Ohio
$1.1M +$126K +311 +13%
FSA
1125
Financial Services Advisory
Maryland
$1.09M -$9.74K -24 -0.9%

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.