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Vanguard S&P 500 ETF

1,741 hedge funds and large institutions have $103B invested in Vanguard S&P 500 ETF in 2021 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 794 increasing their positions, 537 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 75

48% more repeat investments, than reductions

Existing positions increased: 794 | Existing positions reduced: 537

11% more capital invested

Capital invested by funds: $92.8B → $103B (+$10.6B)

3% more funds holding

Funds holding: 1,6971,741 (+44)

0% more funds holding in top 10

Funds holding in top 10: 381382 (+1)

0.84% less ownership

Funds ownership: 45.42%44.58% (-0.84%)

69% less call options, than puts

Call options by funds: $452M | Put options by funds: $1.46B

Holders
1,741
Holders Change
+44
Holders Change %
+2.59%
% of All Funds
30.3%
Holding in Top 10
382
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.26%
% of All Funds
6.65%
New
136
Increased
794
Reduced
537
Closed
75
Calls
$452M
Puts
$1.46B
Net Calls
-$1.01B
Net Calls Change
-$975M
Name Holding Trade Value Shares
Change
Change in
Stake
ME
1651
McIlrath & Eck
Washington
$111K
FWP
1652
FAS Wealth Partners
Kansas
$110K +$384 +1 +0.4%
BWA
1653
BDO Wealth Advisors
Florida
$108K +$7.68K +20 +8%
KFS
1654
Kelly Financial Services
Massachusetts
$106K +$15.9M +41,522 +39,172%
IWMA
1655
Ironwood Wealth Management (Arizona)
Arizona
$102K +$33.8K +88 +51%
GC
1656
Garde Capital
Washington
$101K -$9.21K -24 -9%
LWA
1657
Lenox Wealth Advisors
New York
$98K
TVWM
1658
Tower View Wealth Management
Wisconsin
$91K
ETI
1659
Enterprise Trust & Investment
California
$90K
PWP
1660
Personal Wealth Partners
Minnesota
$89K +$86.4K +225 New
HR
1661
Howe & Rusling
New York
$87K -$12.7K -33 -13%
EBA
1662
Eagle Bay Advisors
New York
$81K +$78.3K +204 New
CPWM
1663
Cypress Point Wealth Management
Texas
$80K -$37.2K -97 -32%
AWM
1664
AllSquare Wealth Management
New York
$80K
CIA
1665
Cascade Investment Advisors
Oregon
$78.7K
HI
1666
Hudock Inc
Pennsylvania
$75K
CHC
1667
City Holding Co
West Virginia
$73K
IWP
1668
IAG Wealth Partners
Wisconsin
$71K -$3.46K -9 -5%
NSB
1669
Norway Savings Bank
Maine
$65K
APW
1670
Acima Private Wealth
Virginia
$59K
PCA
1671
Providence Capital Advisors
North Carolina
$57K
NFSG
1672
Newbridge Financial Services Group
Florida
$55K +$17.3K +45 +48%
TF
1673
TimeScale Financial
Massachusetts
$49K -$27.6K -72 -37%
MAM
1674
McCarthy Asset Management
California
$49K
RCA
1675
Ranch Capital Advisors
Florida
$49K

VOO Hedge Fund Activity: Q2 2021 in Review

1,741 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q2 2021, worth a combined $103B — up 11% from $92.8B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new VOO positions and 75 closed out — a net gain of 61 holders — while 794 added to existing stakes and 537 trimmed.

The largest buyer was Credit Suisse, adding an estimated $813M. The largest seller was Financial Perspectives, cutting an estimated $758M.

  • 1,741 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q2 2021, up from 1,697 in Q1 2021.
  • Funds reported $103B of Vanguard S&P 500 ETF stock for Q2 2021, up 11% quarter-over-quarter.
  • 136 funds opened new Vanguard S&P 500 ETF positions in Q2 2021 and 75 closed out, a net change of +61 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q2 2021 was Credit Suisse, an estimated $813M added.
  • The largest Vanguard S&P 500 ETF seller in Q2 2021 was Financial Perspectives, an estimated $758M sold.

Based on aggregated 13F filings for Q2 2021.