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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
SP
1651
Successful Portfolios
Florida
$211K
EL
1652
Essex LLC
Illinois
$211K +$217K +536 New
IA
1653
Insight Advisors
Pennsylvania
$209K -$436K -1,074 -69%
TCA
1654
Transcend Capital Advisors
New Jersey
$209K -$180K -443 -47%
MKA
1655
M. Kulyk & Associates
Georgia
$208K +$214K +527 New
BAM
1656
Baldrige Asset Management
Pennsylvania
$207K
VCP
1657
Vista Capital Partners
Oregon
$207K
ICP
1658
Interchange Capital Partners
Pennsylvania
$207K +$406 +1 +0.2%
AGA
1659
Arkos Global Advisors
Texas
$206K
AWA
1660
ARQ Wealth Advisors
Arizona
$205K -$2.03K -5 -1%
BBA
1661
Braun-Bostich & Associates
Pennsylvania
$204K -$23.5K -58 -10%
CWM
1662
Concentrum Wealth Management
California
$203K
KC
1663
Kingfisher Capital
North Carolina
$203K
STAS
1664
Strong Tower Advisory Services
Minnesota
$203K +$206K +507 New
SFWA
1665
Summit Financial Wealth Advisors
Louisiana
$202K
RPCA
1666
Running Point Capital Advisors
California
$198K +$64.9K +160 +47%
MPCG
1667
Matrix Private Capital Group
New York
$197K
WCMN
1668
Westchester Capital Management (Nebraska)
Nebraska
$197K +$203K +500 New
SSC
1669
Syverson Strege & Co
Iowa
$194K
BCA
1670
Berman Capital Advisors
Georgia
$188K +$406 +1 +0.2%
ARIS
1671
Advanced Research Investment Solutions
California
$188K
OCM
1672
Orion Capital Management
California
$182K
TFGT
1673
TS Financial Group (TSFG)
Illinois
$181K
SIM
1674
Sonora Investment Management
Arizona
$180K +$3.25K +8 +2%
LPIC
1675
LeJeune Puetz Investment Counsel
Michigan
$179K

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.