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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
AllianceBernstein
176
AllianceBernstein
Tennessee
$77.2M -$28M -66,305 -27%
TI
177
Tidal Investments
Wisconsin
$76.5M +$74M +175,336 New
RJT
178
Raymond James Trust
Florida
$76.4M +$734K +1,738 +1%
ECG
179
Edge Capital Group
Georgia
$75.5M +$4.88M +11,549 +7%
CA
180
Cambridge Advisors
Nebraska
$74M -$2.81M -6,646 -4%
AIP
181
Ameritas Investment Partners
Nebraska
$73.3M -$6.33M -15,000 -8%
HI
182
Harbour Investments
Wisconsin
$73M -$10.8M -25,526 -13%
LSAG
183
Lake Street Advisors Group
New Hampshire
$72.2M +$69.8M +165,469 New
MC
184
McMorgan & Co
California
$72M +$3.38M +8,004 +5%
SPIA
185
Steward Partners Investment Advisory
New York
$71.9M +$1.9M +4,512 +3%
GG
186
Gleason Group
Kentucky
$71.9M +$5.83M +13,822 +9%
DT
187
Daniels + Tansey
Delaware
$70.6M +$1.95M +4,629 +3%
5L
188
55I LLC
Massachusetts
$70.5M +$322K +763 +0.5%
CCM
189
Condor Capital Management
New Jersey
$70.3M +$3.27M +7,741 +5%
ODIJL
190
One Day In July LLC
Vermont
$70M +$4.81M +11,384 +8%
B
191
Bridgeworth
Alabama
$69.2M +$1.11M +2,622 +2%
EWM
192
Evermay Wealth Management
Virginia
$68.9M -$1.81M -4,282 -3%
Fidelity Investments
193
Fidelity Investments
Massachusetts
$68.9M +$5.41M +12,808 +9%
Jane Street
194
Jane Street
New York
$67.8M +$65.6M +155,310 New
WFA
195
Websterrogers Financial Advisors
South Carolina
$67.1M -$2.77M -6,552 -4%
AL
196
Aspiriant LLC
California
$66.4M +$48.1K +114 +0.1%
CI
197
Clal Insurance
Israel
$66.1M -$18.8M -44,436 -23%
EW
198
Evoke Wealth
California
$65M -$6.51M -15,418 -9%
CST
199
Charles Schwab Trust
Nevada
$64.7M +$42.9M +101,693 +219%
RSWM
200
Robertson Stephens Wealth Management
California
$63.7M +$287K +681 +0.5%

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.