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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
CAM
1876
Claret Asset Management
Quebec, Canada
$263K +$254K +602 New
SOAG
1877
Silver Oak Advisory Group
Oregon
$263K +$254K +602 New
TA
1878
Trellis Advisors
Washington
$263K +$255K +603 New
RW
1879
RVW Wealth
California
$262K +$422 +1 +0.2%
CFA
1880
Camarda Financial Advisors
Florida
$262K +$253K +600 New
FFM
1881
Forum Financial Management
Illinois
$262K +$254K +601 New
FA
1882
Fagan Associates
New York
$261K -$23.2K -55 -8%
SWMG
1883
Signature Wealth Management Group
Georgia
$261K
LF
1884
Lee Financial
Texas
$261K +$220K +521 +677%
ASC
1885
Atalanta Sosnoff Capital
New York
$260K -$29.5K -70 -11%
GAM
1886
Grandview Asset Management
Pennsylvania
$258K +$250K +592 New
NEGWA
1887
New England Guild Wealth Advisors
Connecticut
$256K
BWM
1888
Baystate Wealth Management
Massachusetts
$254K -$57.8K -137 -19%
HWA
1889
Heritage Wealth Advisors
Virginia
$254K
VWM
1890
Valley Wealth Managers
New Jersey
$254K +$422 +1 +0.2%
SPI
1891
Santori & Peters Inc
Pennsylvania
$252K -$19.4K -46 -7%
DI
1892
Diligent Investors
California
$251K -$31.2K -74 -11%
AAM
1893
Ascension Asset Management
New York
$251K
BWL
1894
Beacon Wealthcare LLC
North Carolina
$251K
MAM
1895
Morse Asset Management
Connecticut
$251K
MW
1896
Milestone Wealth
New York
$251K +$243K +575 New
CIP
1897
Capital Insight Partners
Arizona
$249K
MPCG
1898
Matrix Private Capital Group
New York
$249K +$30.4K +72 +14%
BAMG
1899
Brand Asset Management Group
Missouri
$248K -$17.7K -42 -7%
IF
1900
Ironwood Financial
Arizona
$248K +$1.69K +4 +0.7%

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.