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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
RDWM
1351
Red Door Wealth Management
Tennessee
$583K +$20.7K +51 +4%
AP
1352
Americana Partners
Texas
$582K
JSL
1353
JT Stratford LLC
Georgia
$581K +$75.9K +187 +15%
FFA
1354
Founders Financial Alliance
North Carolina
$580K +$78.3K +193 +15%
WP
1355
WealthShield Partners
North Carolina
$578K -$12.7M -31,229 -96%
CIA
1356
Compass Ion Advisors
Pennsylvania
$578K +$82.4K +203 +16%
LB
1357
Legacy Bridge
Iowa
$577K -$40.6K -100 -6%
CAM
1358
Cidel Asset Management
Ontario, Canada
$575K
ERWM
1359
Elk River Wealth Management
Colorado
$573K -$38.9K -96 -6%
GAM
1360
Gould Asset Management
California
$573K
AIM
1361
Avity Investment Management
Connecticut
$572K +$7.71K +19 +1%
PA
1362
Procyon Advisors
Connecticut
$566K +$582K +1,435 New
CPA
1363
Court Place Advisors
Maryland
$564K +$1.62K +4 +0.3%
BCA
1364
Bernzott Capital Advisors
California
$563K
WDG
1365
Wealth Dimensions Group
Ohio
$561K +$20.7K +51 +4%
JFGIW
1366
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$559K -$11K -27 -2%
TWM
1367
Titus Wealth Management
California
$558K
WWMSC
1368
Wagner Wealth Management (South Carolina)
South Carolina
$558K +$401K +988 +296%
HGWM
1369
Horst & Graben Wealth Management
Oregon
$558K +$574K +1,415 New
GWA
1370
GGM Wealth Advisors
Maryland
$557K +$127K +312 +31%
MIC
1371
Meridian Investment Counsel
California
$556K +$572K +1,410 New
KOCAA
1372
Knights of Columbus Asset Advisors
Connecticut
$555K
LPWM
1373
Lake Point Wealth Management
Texas
$555K
WAG
1374
Winthrop Advisory Group
Massachusetts
$555K +$17K +42 +3%
BWA
1375
Beam Wealth Advisors
Louisiana
$554K +$25.6K +63 +5%

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.