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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
FFA
1551
Fi3 Financial Advisors
Indiana
$313K -$37.7K -93 -10%
TCMP
1552
Thrive Capital Management (Pennsylvania)
Pennsylvania
$312K -$3.65K -9 -1%
WAS
1553
WESPAC Advisors SoCal
California
$312K +$318K +785 New
APC
1554
Aspire Private Capital
North Carolina
$311K +$11K +27 +4%
CCM
1555
Carlson Capital Management
Minnesota
$310K -$20.3K -50 -6%
LWA
1556
LWS Wealth Advisors
New Jersey
$308K +$316K +780 New
HIC
1557
Holderness Investments Company
North Carolina
$307K +$316K +779 New
I
1558
INVST
Indiana
$306K -$4.06K -10 -1%
SCA
1559
Sage Capital Advisors
South Dakota
$304K -$44.6K -110 -13%
LWM
1560
Lyell Wealth Management
California
$304K
KCM
1561
Kanawha Capital Management
Virginia
$303K -$18.7K -46 -6%
WP
1562
WealthPLAN Partners
Nebraska
$303K +$22.7K +56 +9%
VWM
1563
Venturi Wealth Management
Texas
$302K -$811 -2 -0.3%
SAM
1564
Silvercrest Asset Management
New York
$302K
IAP
1565
Indie Asset Partners
Indiana
$301K
CAG
1566
Curtis Advisory Group
California
$300K -$50.7K -125 -14%
RWML
1567
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$299K +$406 +1 +0.1%
JFA
1568
JNBA Financial Advisors
Minnesota
$298K +$34.9K +86 +13%
JIP
1569
JBJ Investment Partners
South Carolina
$296K -$23.5K -58 -7%
NAS
1570
Nicolet Advisory Services
Wisconsin
$296K +$49.9K +123 +20%
VFG
1571
V2 Financial group
Illinois
$294K +$8.52K +21 +3%
CPA
1572
Capital Planning Advisors
California
$292K
CWM
1573
Cranbrook Wealth Management
Michigan
$288K
OEP
1574
Ocean Endowment Partners
Illinois
$285K
HW
1575
Hedeker Wealth
Illinois
$285K +$293K +723 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.