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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
IPW
1976
IronBridge Private Wealth
Texas
$175K -$6.33K -15 -4%
WFA
1977
Wells Financial Advisors
Massachusetts
$175K
FWP
1978
FAS Wealth Partners
Kansas
$174K +$48.1K +114 +40%
FBT
1979
First Bank & Trust
South Dakota
$167K +$73K +173 +82%
BCP
1980
Blue Chip Partners
Michigan
$163K +$8.87K +21 +6%
CCM
1981
Cutler Capital Management
Massachusetts
$160K +$154K +366 New
FWM
1982
Focused Wealth Management
New York
$152K +$20.3K +48 +16%
RPCA
1983
Running Point Capital Advisors
California
$151K -$65.4K -155 -31%
OIA
1984
Optimum Investment Advisors
Illinois
$151K -$20.7K -49 -12%
CAL
1985
Capital Analysts LLC
Pennsylvania
$149K +$844 +2 +0.6%
IA
1986
IFS Advisors
Kansas
$143K -$99.6K -236 -42%
CAL
1987
Capital Advisors Ltd
Ohio
$135K -$32.9K -78 -20%
PP
1988
Pacifica Partners
Canada
$135K
KFI
1989
Key Financial Inc
Pennsylvania
$130K -$6.33K -15 -5%
ME
1990
McIlrath & Eck
Washington
$123K
BWA
1991
BDO Wealth Advisors
Florida
$120K +$422 +1 +0.4%
AWA
1992
Amplius Wealth Advisors
Pennsylvania
$117K +$114K +270 New
HI
1993
Hudock Inc
Pennsylvania
$115K +$33.8K +80 +44%
LWA
1994
Lenox Wealth Advisors
New York
$114K +$4.22K +10 +4%
IWMA
1995
Ironwood Wealth Management (Arizona)
Arizona
$113K
PWM
1996
Provident Wealth Management
Tennessee
$113K +$109K +258 New
EA
1997
Evolution Advisers
Virginia
$110K +$107K +253 New
HS
1998
Horan Securities
United States
$110K +$107K +253 New
AWM
1999
Ameliora Wealth Management
Switzerland
$106K +$113K +267 New
RCA
2000
Riverview Capital Advisers
Massachusetts
$105K +$102K +241 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.