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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
TC
1901
Titleist Capital
Texas
$248K +$240K +568 New
MAWAG
1902
Mid-American Wealth Advisory Group
Missouri
$248K +$240K +569 New
ICP
1903
Ironvine Capital Partners
Nebraska
$247K
VIP
1904
Vantage Investment Partners
Missouri
$247K
KCM
1905
KRS Capital Management
Michigan
$246K +$238K +564 New
SC
1906
Stolper & Co
Oklahoma
$244K
BA
1907
Bivin & Associates
Oklahoma
$244K +$236K +560 New
PAA
1908
Peregrine Asset Advisers
Oregon
$243K +$844 +2 +0.4%
NF
1909
NTB Financial
Colorado
$243K +$235K +557 New
BWP
1910
Bernardo Wealth Planning
Pennsylvania
$242K +$235K +556 New
GCP
1911
GSA Capital Partners
United Kingdom
$240K -$165K -390 -42%
MAM
1912
MMA Asset Management
Pennsylvania
$239K -$3.8K -9 -2%
MFS
1913
McNamara Financial Services
Massachusetts
$239K
GBWM
1914
Granite Bay Wealth Management
New Hampshire
$239K +$231K +548 New
EL
1915
Essex LLC
Illinois
$235K +$844 +2 +0.4%
KFP
1916
KMG Fiduciary Partners
Ohio
$235K +$227K +538 New
FNB
1917
Farmers National Bank
Kentucky
$234K -$80.2K -190 -26%
MKA
1918
M. Kulyk & Associates
Georgia
$232K +$1.69K +4 +0.8%
SP
1919
Successful Portfolios
Florida
$231K -$2.96K -7 -1%
GWM
1920
GDS Wealth Management
Texas
$231K +$223K +529 New
PWAG
1921
Polaris Wealth Advisory Group
California
$231K +$223K +529 New
RA
1922
Rodgers & Associates
Pennsylvania
$229K -$73.5K -174 -25%
BAM
1923
Baldrige Asset Management
Pennsylvania
$229K
VCP
1924
Vista Capital Partners
Oregon
$229K
LC
1925
Lincoln Capital
Nebraska
$229K +$222K +525 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.