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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
WBC
1851
West Branch Capital
Massachusetts
$280K +$270K +640 New
CWM
1852
Chemistry Wealth Management
New York
$280K +$271K +642 New
NLP
1853
Next Level Private
New York
$280K +$271K +642 New
VIA
1854
Vident Investment Advisory
Georgia
$279K +$269K +638 New
ACM
1855
Advance Capital Management
Michigan
$279K +$270K +639 New
BIM
1856
Barton Investment Management
Pennsylvania
$277K -$110K -260 -29%
APW
1857
Acima Private Wealth
Virginia
$277K
AA
1858
ACT Advisors
North Carolina
$276K +$267K +633 New
CG
1859
Corundum Group
Colorado
$275K
SIG
1860
Sargent Investment Group
Maryland
$274K +$265K +628 New
GC
1861
Gibson Capital
Pennsylvania
$273K
LWAM
1862
Legacy Wealth Asset Management
Minnesota
$273K
TVAMP
1863
Tennessee Valley Asset Management Partners
Tennessee
$273K +$15.2K +36 +6%
LDFR
1864
Lehman & Derafelo Financial Resources
Pennsylvania
$273K +$112K +265 +74%
APIM
1865
Agate Pass Investment Management
Washington
$272K +$263K +623 New
NFSG
1866
Newbridge Financial Services Group
Florida
$270K +$180K +426 +223%
FW
1867
FirstPurpose Wealth
Utah
$269K +$260K +616 New
VFPW
1868
Vantage Financial Partners (Wisconsin)
Wisconsin
$269K +$260K +616 New
GA
1869
Gateway Advisory
New Jersey
$268K -$2.53K -6 -1%
WP
1870
Wealthspan Partners
Iowa
$268K +$259K +614 New
FFWA
1871
FRG Family Wealth Advisors
Washington
$266K
IIL
1872
Insight Inv LLC
California
$266K +$257K +609 New
D
1873
Drystone
Virginia
$266K +$257K +610 New
HWA
1874
HCR Wealth Advisors
California
$265K +$11.4K +27 +5%
GCP
1875
Gill Capital Partners
Colorado
$264K -$303K -717 -54%

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.