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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
WAM
1376
Weatherly Asset Management
California
$553K -$12.6K -31 -2%
CIAS
1377
CBIZ Investment Advisory Services
Ohio
$548K
WA
1378
WP Advisors
California
$544K +$65.7K +162 +13%
RDFA
1379
Ritter Daniher Financial Advisory
Ohio
$542K -$45.4K -112 -8%
WCM
1380
Wealthcare Capital Management
Virginia
$538K -$20.3K -50 -4%
FFS
1381
Founders Financial Securities
Maryland
$536K -$22.7K -56 -4%
LA
1382
LexAurum Advisors
Kansas
$534K -$54.8K -135 -9%
S
1383
swisspartners
Liechtenstein
$533K -$93.3K -230 -15%
CISOA
1384
Capital Investment Services of America
Wisconsin
$533K -$82K -202 -13%
BWA
1385
Bordeaux Wealth Advisors
California
$533K -$3.65K -9 -0.7%
CTA
1386
Chesley Taft & Associates
Illinois
$532K
RWM
1387
Refined Wealth Management
Utah
$532K
P
1388
&Partners
Tennessee
$532K +$202K +498 +58%
HVP
1389
Hudson Value Partners
Florida
$530K +$268K +661 +97%
PAS
1390
Professional Advisory Services
Florida
$528K +$77.5K +191 +17%
GCP
1391
Gill Capital Partners
Colorado
$521K +$105K +258 +24%
OPWM
1392
Oakwell Private Wealth Management
Texas
$521K +$536K +1,320 New
MFS
1393
Madrona Financial Services
Washington
$519K +$1.62K +4 +0.3%
ODCM
1394
Old Dominion Capital Management
Virginia
$516K -$28.4K -70 -5%
RGC
1395
Roberts, Glore & Co
Illinois
$516K -$18.3K -45 -3%
WHG
1396
Westwood Holdings Group
Texas
$515K -$323K -796 -38%
AAP
1397
Arax Advisory Partners
Colorado
$513K -$112K -275 -17%
TAM
1398
Taurus Asset Management
New York
$513K
SFM
1399
Signet Financial Management
New Jersey
$512K +$527K +1,299 New
EGA
1400
Eagle Global Advisors
Texas
$511K

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.