We are live on ! Find out more
VOO icon

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
PWMG
1726
Prestige Wealth Management Group
New Jersey
$57K +$54.4K +134 +1,340%
OC
1727
Oakworth Capital
Alabama
$57K +$58.4K +144 New
MHR
1728
Matthew Hamilton Rosenberg
$52K +$18.7K +46 +53%
BAM
1729
Bellevue Asset Management
Washington
$50K -$72.6K -179 -59%
MAM
1730
McCarthy Asset Management
California
$49K
TF
1731
TimeScale Financial
Massachusetts
$49K
AC
1732
AlphaCore Capital
California
$46K +$47.5K +117 New
FFA
1733
Freedman Financial Associates
Massachusetts
$45K
STCOSD
1734
Sageworth Trust Company of South Dakota
South Dakota
$42K
KFS
1735
Kelly Financial Services
Massachusetts
$41.9K -$16.8M -41,522 -100%
CFA
1736
Cahill Financial Advisors
Minnesota
$41K +$41.8K +103 New
M
1737
MOTCO
Texas
$41K +$41.8K +103 New
JWBC
1738
John W. Brooker & Co
California
$38K
SMG
1739
Spectrum Management Group
Indiana
$37K
FCMT
1740
Founders Capital Management (Texas)
Texas
$37K +$38.1K +94 New
LWCFA
1741
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35K
SC
1742
SouthState Corp
Florida
$35K
SFP
1743
Sterling Financial Planning
New Jersey
$34K +$406 +1 +1%
TCWA
1744
Ten Capital Wealth Advisors
Washington
$34K +$3.25K +8 +10%
MAWCM
1745
Mine & Arao Wealth Creation & Management
California
$32K
SIAP
1746
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$32K +$32.5K +80 New
LF
1747
Lee Financial
Texas
$31K
LCM
1748
Logan Capital Management
Pennsylvania
$30K
HFA
1749
HC Financial Advisors
California
$29K
WAS
1750
Winch Advisory Services
Wisconsin
$29K

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.