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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
BHBT
1251
Burke & Herbert Bank & Trust
Virginia
$769K
SIAG
1252
Safeguard Investment Advisory Group
California
$767K +$82.8K +204 +12%
SFG
1253
SNS Financial Group
Minnesota
$766K -$24.3K -60 -3%
MM
1254
Meridian Management
Arkansas
$765K
MWM
1255
Maltin Wealth Management
New Jersey
$763K +$369K +910 +89%
WPA
1256
Winning Points Advisors
Florida
$762K
EI
1257
Ellevest Inc
New York
$759K -$45.4K -112 -5%
KFC
1258
Klingenstein Fields & Co
New York
$759K
SC
1259
Sawyer & Company
Massachusetts
$756K -$406 -1 -0.1%
NEWAS
1260
N.E.W. Advisory Services
Wisconsin
$755K +$406 +1 +0.1%
WOSD
1261
WFA of San Diego
California
$754K +$75.9K +187 +11%
CTC
1262
Central Trust Company
Missouri
$744K -$80.3K -198 -9%
GEA
1263
Glen Eagle Advisors
New Jersey
$743K +$1.62K +4 +0.2%
LFAS
1264
Level Four Advisory Services
Texas
$739K -$354K -873 -32%
CCT
1265
Country Club Trust
Missouri
$739K +$294K +725 +64%
WTFG
1266
Wells Trecaso Financial Group
Ohio
$726K -$14.2K -35 -2%
TTWM
1267
TCV Trust & Wealth Management
Virginia
$725K +$8.11K +20 +1%
RCWMU
1268
Rothschild & Co Wealth Management (UK)
United Kingdom
$722K
WA
1269
Winfield Associates
Ohio
$722K
NAM
1270
NorthCoast Asset Management
Connecticut
$718K +$422K +1,040 +133%
TSS
1271
Two Sigma Securities
New York
$717K +$244K +601 +49%
TNB
1272
Thomasville National Bank
Georgia
$716K -$6.09K -15 -0.8%
NCM
1273
Northwest Capital Management
Oregon
$716K +$361K +891 +108%
RWP
1274
RWA Wealth Partners
Massachusetts
$713K
FWM
1275
Frontier Wealth Management
Missouri
$712K +$732K +1,804 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.