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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
RVPG
1926
Relative Value Partners Group
$229K +$222K +525 New
AWA
1927
ARQ Wealth Advisors
Arizona
$227K
WB
1928
West Bancorporation
Iowa
$227K +$220K +520 New
RWA
1929
Rainsberger Wealth Advisors
Colorado
$226K +$219K +518 New
KC
1930
Kingfisher Capital
North Carolina
$225K
MWP
1931
Madison Wealth Partners
Wisconsin
$225K +$218K +516 New
NGA
1932
Naples Global Advisors
Florida
$224K -$23.2K -55 -10%
BBVA
1933
Banco Bilbao Vizcaya Argentaria
Spain
$223K -$62.5K -148 -22%
AP
1934
Appleton Partners
Massachusetts
$222K -$78.1K -185 -27%
CSA
1935
Cottage Street Advisors
Massachusetts
$222K +$214K +507 New
GI
1936
Gradient Investments
Minnesota
$221K +$118K +279 +123%
HW
1937
Hedeker Wealth
Illinois
$220K -$92K -218 -30%
CSB
1938
City State Bank
Iowa
$220K +$213K +505 New
MSA
1939
Marino Stram & Associates
Massachusetts
$219K +$212K +502 New
WCMN
1940
Westchester Capital Management (Nebraska)
Nebraska
$218K
ECAM
1941
East Coast Asset Management
Massachusetts
$218K +$211K +500 New
SCM
1942
Shelton Capital Management
Colorado
$218K +$211K +500 New
SC
1943
Slow Capital
California
$218K +$211K +500 New
DLCIG
1944
D.L. Carlson Investment Group
New Hampshire
$217K +$210K +497 New
BWM
1945
BT Wealth Management
Georgia
$216K +$209K +495 New
LTL
1946
Lowery Thomas LLC
California
$216K +$209K +495 New
SSC
1947
Syverson Strege & Co
Iowa
$215K
MSR
1948
Main Street Research
Connecticut
$215K +$208K +492 New
IF
1949
Integrity Financial
Wyoming
$215K +$208K +493 New
NCM
1950
Nelson Capital Management
California
$215K +$208K +493 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.