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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
WGCA
1151
Wolf Group Capital Advisors
Virginia
$1.01M -$11.4K -28 -1%
ECM
1152
EagleClaw Capital Management
Massachusetts
$1.01M
FMTC
1153
Farmers & Merchants Trust Company
California
$1.01M -$284K -700 -22%
CIA
1154
Capital Investment Advisors
Georgia
$1M +$60.5K +149 +6%
RZH
1155
Relyea Zuckerberg Hanson
Connecticut
$1M +$1.22K +3 +0.1%
AWM
1156
Aries Wealth Management
Maine
$1M -$16.2K -40 -2%
GIA
1157
Guyasuta Investment Advisors
Pennsylvania
$1M -$13.4K -33 -1%
CHJWM
1158
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1M +$157K +386 +20%
APP
1159
Avantax Planning Partners
Iowa
$996K +$13K +32 +1%
CA
1160
Cornerstone Advisory
Maryland
$995K +$75.9K +187 +8%
IFWM
1161
Institute for Wealth Management
Colorado
$993K -$3.69M -9,092 -78%
DWA
1162
Douglass Winthrop Advisors
New York
$993K +$33.3K +82 +3%
AC
1163
Apella Capital
Connecticut
$990K +$4.46K +11 +0.4%
PO
1164
Private Ocean
California
$984K +$555K +1,367 +121%
FSA
1165
Fort Sheridan Advisors
Illinois
$977K +$157K +388 +19%
MAS
1166
Managed Account Services
Florida
$975K -$66.1K -163 -6%
MWP
1167
MYCIO Wealth Partners
Pennsylvania
$973K +$3.25K +8 +0.3%
PCIA
1168
Prime Capital Investment Advisors
Kansas
$972K -$1.85M -4,553 -65%
BCFS
1169
Butensky & Cohen Financial Security
Florida
$972K +$15.4K +38 +2%
TWA
1170
TCI Wealth Advisors
Arizona
$972K +$16.6K +41 +2%
KIA
1171
KCM Investment Advisors
California
$967K -$4.06K -10 -0.4%
HCA
1172
Horan Capital Advisors
Ohio
$961K
MWP
1173
Meridian Wealth Partners
Pennsylvania
$960K -$9.33K -23 -0.9%
1WM
1174
1900 Wealth Management
Texas
$959K -$60.5K -149 -6%
CPWM
1175
Cardinal Point Wealth Management
California
$958K -$86.8K -214 -8%

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.