We are live on ! Find out more
VOO icon

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
PAMG
1401
Patton Albertson Miller Group
Tennessee
$509K +$523K +1,290 New
EWM
1402
Executive Wealth Management
Michigan
$507K +$4.87K +12 +0.9%
CC
1403
Capital Counsel
New York
$506K
CWA
1404
Clarity Wealth Advisors
California
$504K +$518K +1,278 New
CCM
1405
Covington Capital Management
California
$502K
HPWA
1406
Hall Private Wealth Advisors
North Carolina
$502K
MWM
1407
MorganRosel Wealth Management
Colorado
$501K +$1.22K +3 +0.2%
LIA
1408
LS Investment Advisors
Michigan
$497K
YWP
1409
YorkBridge Wealth Partners
New York
$496K -$97.4K -240 -16%
NAM
1410
NTV Asset Management
West Virginia
$494K +$244K +602 +93%
TCM
1411
Telos Capital Management
California
$493K
SW
1412
SlateStone Wealth
Florida
$489K -$8.11K -20 -2%
BHIC
1413
Bassett Hargrove Investment Counsel
Delaware
$489K
DR
1414
Davis Rea
Ontario, Canada
$487K
SSWM
1415
Smith Salley Wealth Management
North Carolina
$486K +$64.9K +160 +15%
CWA
1416
Centennial Wealth Advisory
Michigan
$486K +$78.3K +193 +19%
CT
1417
Caldwell Trust
Florida
$484K +$54.8K +135 +12%
WA
1418
Wealth Architects
California
$483K +$406 +1 +0.1%
BRG
1419
Bay Rivers Group
Virginia
$482K +$10.1K +25 +2%
TFO
1420
Tarbox Family Office
California
$480K -$39.4K -97 -7%
IGGA
1421
Iron Gate Global Advisors
Utah
$478K -$24.3K -60 -5%
FC
1422
FCA Corp
Texas
$477K
VDI
1423
Vaughan David Investments
Illinois
$476K -$2.08M -5,127 -81%
HCMT
1424
Highland Capital Management (Tennessee)
Tennessee
$476K
MF
1425
Montis Financial
Massachusetts
$475K

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.