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Vanguard S&P 500 ETF

2,107 hedge funds and large institutions have $117B invested in Vanguard S&P 500 ETF in 2021 Q4 according to their latest regulatory filings, with 416 funds opening new positions, 907 increasing their positions, 518 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

462% more first-time investments, than exits

New positions opened: 416 | Existing positions closed: 74

75% more repeat investments, than reductions

Existing positions increased: 907 | Existing positions reduced: 518

18% more funds holding in top 10

Funds holding in top 10: 391461 (+70)

18% more funds holding

Funds holding: 1,7932,107 (+314)

8% more capital invested

Capital invested by funds: $108B → $117B (+$8.6B)

1.97% less ownership

Funds ownership: 44.04%42.07% (-2%)

78% less call options, than puts

Call options by funds: $585M | Put options by funds: $2.66B

Holders
2,107
Holders Change
+314
Holders Change %
+17.51%
% of All Funds
32.43%
Holding in Top 10
461
Holding in Top 10 Change
+70
Holding in Top 10 Change %
+17.9%
% of All Funds
7.09%
New
416
Increased
907
Reduced
518
Closed
74
Calls
$585M
Puts
$2.66B
Net Calls
-$2.08B
Net Calls Change
-$1.25B
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
126
Albion Financial Group
Utah
$122M +$3.5M +8,284 +3%
AA
127
Ancora Advisors
Ohio
$122M +$964K +2,284 +0.8%
BFPW
128
BOK Financial Private Wealth
Colorado
$122M +$6.96M +16,484 +6%
GWS
129
Glassman Wealth Services
Virginia
$122M +$3.94M +9,334 +3%
KP
130
Keel Point
Alabama
$117M -$16.7M -39,467 -13%
FFW
131
Fusion Family Wealth
New York
$114M -$6.29M -14,889 -5%
HCM
132
HM Capital Management
Missouri
$111M +$4.33M +10,260 +4%
AF
133
Arrow Financial
New York
$111M -$5.61M -13,298 -5%
DW
134
Domani Wealth
Pennsylvania
$109M -$1.13M -2,677 -1%
SC
135
Sepio Capital
Utah
$106M -$6.18M -14,641 -6%
IC
136
IEQ Capital
California
$105M +$13.3M +31,505 +15%
PGFC
137
Peapack-Gladstone Financial Corp
New Jersey
$105M +$1.2M +2,852 +1%
MB
138
Mizuho Bank
Japan
$105M +$101M +240,000 New
HR
139
Hardy Reed
Mississippi
$103M -$777K -1,840 -0.8%
RPGK
140
Retirement Planning Group (Kansas)
Kansas
$103M +$835K +1,977 +0.8%
BS
141
Banco Santander
Spain
$102M +$3.51M +8,306 +4%
LMIM
142
Lockheed Martin Investment Management
Maryland
$101M
SGCA
143
Steel Grove Capital Advisors
Tennessee
$101M +$3.39M +8,038 +4%
OCG
144
Opus Capital Group
Ohio
$101M +$5.05M +11,974 +5%
Brown Advisory
145
Brown Advisory
Maryland
$100M +$4.69M +11,099 +5%
AIIMS
146
Analyst IMS Investment Management Services
Israel
$99.9M +$96.4M +228,271 New
Allianz Asset Management
147
Allianz Asset Management
Germany
$99.4M +$20.4M +48,346 +27%
HI
148
Human Investing
Oregon
$96.8M +$4.16M +9,846 +5%
BFA
149
Beaumont Financial Advisors
Massachusetts
$94.7M +$924K +2,189 +1%
MA
150
Mangham Associates
Virginia
$93.5M +$2.38M +5,641 +3%

VOO Hedge Fund Activity: Q4 2021 in Review

2,107 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q4 2021, worth a combined $117B — up 8% from $108B a quarter earlier.

Buyers outnumbered sellers: 416 funds opened new VOO positions and 74 closed out — a net gain of 342 holders — while 907 added to existing stakes and 518 trimmed.

The largest buyer was California Public Employees Retirement System, opening a new position worth an estimated $3.58B. The largest seller was Bank of America, cutting an estimated $11.2B.

  • 2,107 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q4 2021, up from 1,793 in Q3 2021.
  • Funds reported $117B of Vanguard S&P 500 ETF stock for Q4 2021, up 8% quarter-over-quarter.
  • 416 funds opened new Vanguard S&P 500 ETF positions in Q4 2021 and 74 closed out, a net change of +342 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q4 2021 was California Public Employees Retirement System, an estimated $3.58B added.
  • The largest Vanguard S&P 500 ETF seller in Q4 2021 was Bank of America, an estimated $11.2B sold.

Based on aggregated 13F filings for Q4 2021.