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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
IA
1951
Insight Advisors
Pennsylvania
$213K
MFM
1952
MD Financial Management
Ontario, Canada
$213K +$206K +487 New
OPWM
1953
Oxinas Partners Wealth Management
Indiana
$213K +$206K +488 New
JC
1954
Jentner Corp
Ohio
$213K +$206K +489 New
MFGM
1955
Marshall Financial Group (Maryland)
Maryland
$211K +$203K +482 New
BMWM
1956
Brown Miller Wealth Management
Virginia
$210K +$203K +482 New
NC
1957
NinePointTwo Capital
California
$210K +$204K +483 New
JWM
1958
JGP Wealth Management
Oregon
$209K +$205K +486 New
JPLA
1959
Joseph P. Lucia & Associates
New York
$208K +$23.2K +55 +13%
OCM
1960
Orion Capital Management
California
$207K +$5.49K +13 +3%
VF
1961
Vista Finance
Missouri
$207K +$201K +475 New
TWA
1962
TPB Wealth Advisors
Texas
$206K +$199K +471 New
CAM
1963
Covenant Asset Management
New Jersey
$205K +$198K +470 New
RPG
1964
Resource Planning Group
Georgia
$205K +$198K +470 New
RCM
1965
RB Capital Management
Nevada
$204K +$197K +467 New
TFGT
1966
TS Financial Group (TSFG)
Illinois
$201K
TVWM
1967
Tower View Wealth Management
Wisconsin
$200K +$95K +225 +97%
SIMG
1968
Sonora Investment Management Group
Arizona
$200K +$193K +457 New
LPIC
1969
LeJeune Puetz Investment Counsel
Michigan
$199K
HPC
1970
HM Payson & Co
Maine
$197K +$13.5K +32 +8%
AWM
1971
Aspire Wealth Management
Massachusetts
$190K +$184K +435 New
SWM
1972
Sugarloaf Wealth Management
Georgia
$188K +$1.27K +3 +0.7%
ARIS
1973
Advanced Research Investment Solutions
California
$185K -$16.9K -40 -9%
WC
1974
Westwind Capital
New Mexico
$182K
GC
1975
Garde Capital
Washington
$179K -$5.07K -12 -3%

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.