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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
FANJ
1276
Financial Architects (New Jersey)
New Jersey
$710K -$12.6K -31 -2%
CFG
1277
Cooper Financial Group
California
$710K -$4.46K -11 -0.6%
PWM
1278
PRW Wealth Management
Massachusetts
$709K +$368K +907 +102%
AIA
1279
Arcadia Investment Advisors
Idaho
$706K
1IA
1280
1834 Investment Advisors
Wisconsin
$704K -$38.9K -96 -5%
RWA
1281
RGT Wealth Advisors
Texas
$704K
HF
1282
Halpern Financial
Virginia
$703K -$6.09K -15 -0.8%
IF
1283
Intrua Financial
Texas
$701K +$681K +1,679 New
LP
1284
LGL Partners
Pennsylvania
$697K
CFS
1285
Cannon Financial Strategists
Georgia
$695K +$11.8K +29 +2%
AIM
1286
Axiom Investment Management
New York
$692K
CC
1287
Cannell & Co
New York
$692K +$52.3K +129 +8%
PFM
1288
Parsec Financial Management
North Carolina
$690K -$12.2K -30 -2%
RFN
1289
RDA Financial Network
Iowa
$689K -$19.9K -49 -3%
NSAM
1290
North Star Asset Management
Wisconsin
$687K +$50.7K +125 +8%
GCM
1291
Gables Capital Management
Florida
$686K
PP
1292
Palladium Partners
Virginia
$686K
PGAM
1293
Princeton Global Asset Management
New Jersey
$683K +$811 +2 +0.1%
MS
1294
Madden Securities
Texas
$681K -$1.62K -4 -0.2%
RCA
1295
Reitz Capital Advisors
Michigan
$680K -$266K -655 -28%
TFM
1296
TFC Financial Management
Massachusetts
$678K
PWA
1297
Peterson Wealth Advisors
Utah
$673K +$811 +2 +0.1%
PIG
1298
Pantheon Investment Group
California
$672K -$38.5K -95 -5%
SIS
1299
Sound Income Strategies
Florida
$672K -$7.71K -19 -1%
DBT
1300
Dubuque Bank & Trust
Iowa
$671K +$54K +133 +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.