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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
SAS
1176
SMI Advisory Services
Indiana
$954K -$81.1K -200 -8%
PEA
1177
Pacific Edge Advisors
California
$954K
DI
1178
DFPG Investments
Utah
$951K +$36.5K +90 +4%
PP
1179
PDS Planning
Ohio
$949K +$55.6K +137 +6%
MS
1180
Maven Securities
Jersey
$947K +$487K +1,200 +100%
CWM
1181
Cornerstone Wealth Management
Missouri
$942K +$29.6K +73 +3%
SFP
1182
Strategic Financial Partners
Oregon
$939K +$110K +270 +13%
NEIRG
1183
New England Investment & Retirement Group
Massachusetts
$938K +$4.87K +12 +0.5%
TCM
1184
Triumph Capital Management
Colorado
$938K +$144K +354 +18%
TSA
1185
Tri-Star Advisors
Texas
$937K -$86.8K -214 -8%
BBA
1186
BLB&B Advisors
Pennsylvania
$936K +$16.2K +40 +2%
SWM
1187
Segment Wealth Management
Texas
$933K -$649K -1,600 -40%
GC
1188
Grimes & Company
Massachusetts
$928K -$12.6K -31 -1%
JIP
1189
Jaffetilchin Investment Partners
Florida
$927K -$141K -348 -13%
MIG
1190
McGuire Investment Group
Rhode Island
$924K
PD
1191
Planning Directions
Pennsylvania
$919K +$2.84K +7 +0.3%
ZCA
1192
Zeke Capital Advisors
Pennsylvania
$915K +$232K +572 +33%
AC
1193
Avenir Corporation
Virginia
$911K +$21.5K +53 +2%
CAM
1194
Concorde Asset Management
Michigan
$909K -$4.87K -12 -0.5%
RM
1195
Resource Management
Louisiana
$903K +$6.49K +16 +0.7%
BHIA
1196
Birch Hill Investment Advisors
Massachusetts
$903K +$295K +726 +46%
CB
1197
Community Bank
New York
$901K
WFA
1198
West Financial Advisors
Iowa
$897K +$922K +2,273 New
BI
1199
Blooom Inc
Kansas
$892K -$218K -537 -26%
BL
1200
BFSG LLC
California
$884K +$909K +2,241 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.