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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
AA
1576
Ashford Advisors
New York
$284K
GCM
1577
Gibraltar Capital Management
Oklahoma
$284K +$292K +719 New
BWM
1578
Baystate Wealth Management
Massachusetts
$283K +$1.22K +3 +0.4%
SFP
1579
Sandbox Financial Partners
Maryland
$282K -$167K -411 -37%
HHGA
1580
Halbert Hargrove Global Advisors
California
$281K +$406 +1 +0.1%
PFWA
1581
Paces Ferry Wealth Advisors
Georgia
$281K +$406 +1 +0.1%
CBOR
1582
Community Bank of Raymore
Missouri
$281K +$31.2K +77 +12%
SCA
1583
Stonebridge Capital Advisors
Minnesota
$280K -$75.9K -187 -21%
WCM
1584
WealthBridge Capital Management
Ohio
$276K -$22.7K -56 -7%
CWM
1585
Chronos Wealth Management
Florida
$276K
HT
1586
Heritage Trust
Oklahoma
$276K +$52.7K +130 +23%
CI
1587
Ceera Investments
Texas
$276K +$284K +700 New
RA
1588
Rodgers & Associates
Pennsylvania
$275K -$4.06K -10 -1%
AP
1589
Appleton Partners
Massachusetts
$274K -$68.2K -168 -19%
DP
1590
Dearborn Partners
Illinois
$274K +$6.49K +16 +2%
AIM
1591
Arcadia Investment Management
Michigan
$271K
BFWA
1592
Benchmark Financial Wealth Advisors
Florida
$271K +$5.27K +13 +2%
JSC
1593
Jackson Square Capital
California
$271K +$26.4K +65 +10%
CBN
1594
Cadence Bank NA
Texas
$271K +$30K +74 +12%
FPW
1595
Flagship Private Wealth
Massachusetts
$268K -$18.3K -45 -6%
SS
1596
Sunbelt Securities
Texas
$265K
DTC
1597
Davidson Trust Company
Washington
$265K +$59.6K +147 +28%
ASC
1598
Atalanta Sosnoff Capital
New York
$262K -$4.06K -10 -1%
CCA
1599
Cadent Capital Advisors
Oklahoma
$262K +$406 +1 +0.2%
CAM
1600
Columbia Asset Management
Michigan
$261K

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.