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Vanguard S&P 500 ETF

2,107 hedge funds and large institutions have $117B invested in Vanguard S&P 500 ETF in 2021 Q4 according to their latest regulatory filings, with 416 funds opening new positions, 907 increasing their positions, 518 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

462% more first-time investments, than exits

New positions opened: 416 | Existing positions closed: 74

75% more repeat investments, than reductions

Existing positions increased: 907 | Existing positions reduced: 518

18% more funds holding in top 10

Funds holding in top 10: 391461 (+70)

18% more funds holding

Funds holding: 1,7932,107 (+314)

8% more capital invested

Capital invested by funds: $108B → $117B (+$8.6B)

1.97% less ownership

Funds ownership: 44.04%42.07% (-2%)

78% less call options, than puts

Call options by funds: $585M | Put options by funds: $2.66B

Holders
2,107
Holders Change
+314
Holders Change %
+17.51%
% of All Funds
32.43%
Holding in Top 10
461
Holding in Top 10 Change
+70
Holding in Top 10 Change %
+17.9%
% of All Funds
7.09%
New
416
Increased
907
Reduced
518
Closed
74
Calls
$585M
Puts
$2.66B
Net Calls
-$2.08B
Net Calls Change
-$1.25B
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
101
Northern Trust
Illinois
$167M +$10.1M +23,838 +7%
CA
102
Clearstead Advisors
Ohio
$166M -$942K -2,232 -0.6%
WCP
103
Welch Capital Partners
New York
$164M -$3.78M -8,951 -2%
CFFP
104
Center for Financial Planning
Michigan
$164M +$51.4M +121,752 +48%
Wealthfront Advisers
105
Wealthfront Advisers
California
$161M +$10.5M +24,762 +7%
SRG
106
SBB Research Group
Illinois
$158M +$152M +361,000 New
CFG
107
Citizens Financial Group
Rhode Island
$156M +$16.3M +38,528 +12%
PFPT
108
Pinnacle Financial Partners (Tennessee)
Tennessee
$155M +$335K +793 +0.2%
CAN
109
Cetera Advisor Networks
California
$149M -$12.4M -29,399 -8%
WCG
110
Wall Capital Group
Arizona
$144M -$18.4M -43,538 -12%
G
111
GenTrust
Florida
$136M +$20.7M +49,135 +18%
BlackRock
112
BlackRock
New York
$135M +$13.1M +31,065 +11%
PMFA
113
Plante Moran Financial Advisors
Michigan
$134M +$36.9M +87,314 +40%
NA
114
NewEdge Advisors
Louisiana
$134M +$42.2M +99,919 +48%
AWS
115
AJ Wealth Strategies
New York
$134M +$3.94M +9,343 +3%
IB
116
Intrust Bank
Kansas
$134M -$4.5M -10,650 -3%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$134M -$15.4M -36,500 -11%
CCWA
118
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$132M +$977K +2,314 +0.8%
ONB
119
Old National Bancorp
Indiana
$131M +$1.3M +3,080 +1%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$130M +$4.28M +10,150 +4%
PAG
121
Private Advisor Group
New Jersey
$127M -$59.2M -140,304 -33%
MML Investors Services
122
MML Investors Services
Massachusetts
$126M -$25M -59,215 -17%
SFBLI
123
Southern Farm Bureau Life Insurance
Mississippi
$125M
ACH
124
Axis Capital Holdings
Bermuda
$124M
USAA
125
United Services Automobile Association
Texas
$123M

VOO Hedge Fund Activity: Q4 2021 in Review

2,107 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q4 2021, worth a combined $117B — up 8% from $108B a quarter earlier.

Buyers outnumbered sellers: 416 funds opened new VOO positions and 74 closed out — a net gain of 342 holders — while 907 added to existing stakes and 518 trimmed.

The largest buyer was California Public Employees Retirement System, opening a new position worth an estimated $3.58B. The largest seller was Bank of America, cutting an estimated $11.2B.

  • 2,107 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q4 2021, up from 1,793 in Q3 2021.
  • Funds reported $117B of Vanguard S&P 500 ETF stock for Q4 2021, up 8% quarter-over-quarter.
  • 416 funds opened new Vanguard S&P 500 ETF positions in Q4 2021 and 74 closed out, a net change of +342 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q4 2021 was California Public Employees Retirement System, an estimated $3.58B added.
  • The largest Vanguard S&P 500 ETF seller in Q4 2021 was Bank of America, an estimated $11.2B sold.

Based on aggregated 13F filings for Q4 2021.