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Vanguard S&P 500 ETF

2,107 hedge funds and large institutions have $117B invested in Vanguard S&P 500 ETF in 2021 Q4 according to their latest regulatory filings, with 416 funds opening new positions, 907 increasing their positions, 518 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

462% more first-time investments, than exits

New positions opened: 416 | Existing positions closed: 74

75% more repeat investments, than reductions

Existing positions increased: 907 | Existing positions reduced: 518

18% more funds holding in top 10

Funds holding in top 10: 391461 (+70)

18% more funds holding

Funds holding: 1,7932,107 (+314)

8% more capital invested

Capital invested by funds: $108B → $117B (+$8.6B)

1.97% less ownership

Funds ownership: 44.04%42.07% (-2%)

78% less call options, than puts

Call options by funds: $585M | Put options by funds: $2.66B

Holders
2,107
Holders Change
+314
Holders Change %
+17.51%
% of All Funds
32.43%
Holding in Top 10
461
Holding in Top 10 Change
+70
Holding in Top 10 Change %
+17.9%
% of All Funds
7.09%
New
416
Increased
907
Reduced
518
Closed
74
Calls
$585M
Puts
$2.66B
Net Calls
-$2.08B
Net Calls Change
-$1.25B
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1826
Arcadia Investment Management
Michigan
$300K
WIP
1827
WealthCare Investment Partners
Rhode Island
$300K +$290K +686 New
JSC
1828
Jackson Square Capital
California
$299K
PAM
1829
Pegasus Asset Management
New York
$299K +$289K +684 New
RRCM
1830
Rappaport Reiches Capital Management
Illinois
$298K +$61.2K +145 +27%
FPW
1831
Flagship Private Wealth
Massachusetts
$297K
LA
1832
LexAurum Advisors
Kansas
$292K -$290K -686 -51%
KF
1833
Krilogy Financial
Missouri
$292K +$5.07K +12 +2%
CWM
1834
C2C Wealth Management
Arizona
$292K +$282K +669 New
HIC
1835
Holderness Investments Company
North Carolina
$291K -$47.7K -113 -15%
CHC
1836
City Holding Co
West Virginia
$291K +$228K +539 +291%
CAM
1837
Columbia Asset Management
Michigan
$289K
TAM
1838
Townsend Asset Management
North Carolina
$288K -$105K -249 -27%
TW
1839
TrinityPoint Wealth
Connecticut
$287K -$77.7K -184 -22%
CWA
1840
Cornerstone Wealth Advisors
Minnesota
$287K
PFWA
1841
Paces Ferry Wealth Advisors
Georgia
$286K -$24.1K -57 -8%
AFS
1842
Access Financial Services
Minnesota
$286K
CCA
1843
Cadent Capital Advisors
Oklahoma
$285K -$4.64K -11 -2%
IWP
1844
Icon Wealth Partners
Texas
$284K
FIB
1845
First Interstate Bank
Montana
$283K
MIM
1846
Moseley Investment Management
Florida
$283K +$273K +647 New
HIG
1847
Heritage Investment Group
Florida
$282K +$273K +646 New
BFG
1848
Bouchey Financial Group
New York
$281K +$271K +643 New
FAM
1849
Frontier Asset Management
Wyoming
$281K +$271K +643 New
ACP
1850
Aviance Capital Partners
Florida
$281K +$272K +645 New

VOO Hedge Fund Activity: Q4 2021 in Review

2,107 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q4 2021, worth a combined $117B — up 8% from $108B a quarter earlier.

Buyers outnumbered sellers: 416 funds opened new VOO positions and 74 closed out — a net gain of 342 holders — while 907 added to existing stakes and 518 trimmed.

The largest buyer was California Public Employees Retirement System, opening a new position worth an estimated $3.58B. The largest seller was Bank of America, cutting an estimated $11.2B.

  • 2,107 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q4 2021, up from 1,793 in Q3 2021.
  • Funds reported $117B of Vanguard S&P 500 ETF stock for Q4 2021, up 8% quarter-over-quarter.
  • 416 funds opened new Vanguard S&P 500 ETF positions in Q4 2021 and 74 closed out, a net change of +342 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q4 2021 was California Public Employees Retirement System, an estimated $3.58B added.
  • The largest Vanguard S&P 500 ETF seller in Q4 2021 was Bank of America, an estimated $11.2B sold.

Based on aggregated 13F filings for Q4 2021.