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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
NEGWA
1626
New England Guild Wealth Advisors
Connecticut
$232K +$12.6K +31 +6%
TVAMP
1627
Tennessee Valley Asset Management Partners
Tennessee
$232K +$239K +589 New
HWA
1628
Heritage Wealth Advisors
Virginia
$229K
SFG
1629
Sovereign Financial Group
Connecticut
$229K -$21.9K -54 -9%
HWA
1630
HCR Wealth Advisors
California
$229K -$7.71K -19 -3%
VWM
1631
Valley Wealth Managers
New Jersey
$229K +$406 +1 +0.2%
AAM
1632
Ascension Asset Management
New York
$227K
BWL
1633
Beacon Wealthcare LLC
North Carolina
$227K
MAM
1634
Morse Asset Management
Connecticut
$227K +$233K +575 New
CIP
1635
Capital Insight Partners
Arizona
$225K
NGA
1636
Naples Global Advisors
Florida
$224K -$252K -620 -52%
SEI Investments
1637
SEI Investments
Pennsylvania
$224K +$231K +570 New
VIP
1638
Vantage Investment Partners
Missouri
$223K -$100K -247 -30%
ICP
1639
Ironvine Capital Partners
Nebraska
$223K
IA
1640
IFS Advisors
Kansas
$222K -$59.2K -146 -21%
IF
1641
Ironwood Financial
Arizona
$222K
SC
1642
Stolper & Co
Oklahoma
$221K -$3.65K -9 -2%
HIGP
1643
Hill Investment Group Partners
Missouri
$221K
MAM
1644
MMA Asset Management
Pennsylvania
$220K +$13.8K +34 +7%
PAA
1645
Peregrine Asset Advisers
Oregon
$219K -$136K -335 -38%
CCM
1646
Chiron Capital Management
Florida
$217K
MFS
1647
McNamara Financial Services
Massachusetts
$216K
CL
1648
CIM LLC
New York
$215K
RRCM
1649
Rappaport Reiches Capital Management
Illinois
$212K -$1.22K -3 -0.6%
PHS
1650
Pekin Hardy Strauss
Illinois
$212K

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.