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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
SBIA
1126
Sheaff Brock Investment Advisors
Indiana
$1.09M +$58K +143 +5%
OBWG
1127
Onyx Bridge Wealth Group
New York
$1.08M +$319K +786 +43%
BDF
1128
Black Diamond Financial
Maryland
$1.08M -$48.7K -120 -4%
JC
1129
JB Capital
Connecticut
$1.08M +$1.11M +2,733 New
CSPIA
1130
Cary Street Partners Investment Advisory
Virginia
$1.07M +$54.4K +134 +5%
KPWG
1131
KFA Private Wealth Group
Virginia
$1.07M +$9.74K +24 +0.9%
FWCM
1132
Ferguson Wellman Capital Management
Oregon
$1.07M +$125K +308 +13%
ACM
1133
Allred Capital Management
Texas
$1.06M
SFA
1134
Sequoia Financial Advisors
Ohio
$1.06M -$2.22M -5,465 -67%
HA
1135
HC Advisors
Georgia
$1.06M +$1.22K +3 +0.1%
EBT
1136
Enterprise Bank & Trust
Massachusetts
$1.06M +$54K +133 +5%
EIP
1137
Ellis Investment Partners
Pennsylvania
$1.05M +$246K +606 +29%
NCM
1138
Next Capital Management
New York
$1.05M
AC
1139
Alexandria Capital
Virginia
$1.05M -$18.7K -46 -2%
HDIM
1140
Hanson & Doremus Investment Management
Vermont
$1.05M +$143K +353 +15%
Wealth Enhancement Advisory Services
1141
Wealth Enhancement Advisory Services
Minnesota
$1.04M +$1.22K +3 +0.1%
MCM
1142
Maryland Capital Management
Maryland
$1.04M +$585K +1,443 +120%
TWM
1143
Tolleson Wealth Management
Texas
$1.04M
EF
1144
Empowered Funds
Pennsylvania
$1.04M +$1.07M +2,628 New
CCA
1145
Cobblestone Capital Advisors
New York
$1.03M -$142K -350 -12%
VC
1146
Veery Capital
Delaware
$1.03M +$4.87K +12 +0.5%
AFM
1147
Andesa Financial Management
Pennsylvania
$1.02M -$196K -484 -16%
AWM
1148
Accel Wealth Management
Iowa
$1.02M +$380K +937 +57%
RMAM
1149
Raab & Moskowitz Asset Management
New Jersey
$1.02M +$23.9K +59 +2%
PCTC
1150
Perkins Coie Trust Company
Washington
$1.01M

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.