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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
SAM
1526
Strategy Asset Managers
California
$346K +$406 +1 +0.1%
MKC
1527
M. Kraus & Co
Vermont
$345K -$50.7K -125 -13%
BOPW
1528
Brandywine Oak Private Wealth
Pennsylvania
$342K +$6.49K +16 +2%
LI
1529
Lafayette Investments
Maryland
$337K +$406 +1 +0.1%
CB
1530
CNB Bank
Pennsylvania
$334K -$20.3K -50 -6%
PHAM
1531
Palisades Hudson Asset Management
Florida
$334K +$1.22K +3 +0.4%
EF
1532
Empirical Finance
Pennsylvania
$333K +$3.65K +9 +1%
TW
1533
TrinityPoint Wealth
Connecticut
$332K +$406 +1 +0.1%
VC
1534
Vestor Capital
Illinois
$332K +$162K +400 +90%
BAM
1535
Berkshire Asset Management
Pennsylvania
$331K +$4.46K +11 +1%
FI
1536
Financial Insights
Washington
$329K -$2.43K -6 -0.7%
KWMG
1537
King Wealth Management Group
Florida
$328K -$8.52K -21 -2%
MF
1538
Manchester Financial
California
$328K +$406 +1 +0.1%
CFS
1539
CRA Financial Services
New Jersey
$328K +$59.6K +147 +22%
JWA
1540
JFS Wealth Advisors
Pennsylvania
$327K -$54.8K -135 -14%
SGK
1541
Steigerwald Gordon & Koch
Virginia
$325K +$13.8K +34 +4%
PA
1542
Probity Advisors
Texas
$325K +$334K +823 New
BFA
1543
Bragg Financial Advisors
North Carolina
$323K -$19.5K -48 -6%
PP
1544
PrairieView Partners
Minnesota
$322K -$1.62K -4 -0.5%
SSB
1545
Sandy Spring Bank
Maryland
$321K -$9.74K -24 -3%
S
1546
SimplyRich
California
$319K +$329K +811 New
AWP
1547
Abacus Wealth Partners
California
$319K -$14.2K -35 -4%
IC
1548
Inscription Capital
Texas
$317K -$553K -1,363 -63%
AWP
1549
Accretive Wealth Partners
New Jersey
$317K -$45.8K -113 -12%
SDAM
1550
Shulman DeMeo Asset Management
New York
$317K +$326K +804 New

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.