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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
ETI
2001
Enterprise Trust & Investment
California
$100K
HR
2002
Howe & Rusling
New York
$96K
SFA
2003
Semmax Financial Advisors
North Carolina
$95K +$2.11K +5 +2%
IWP
2004
IAG Wealth Partners
Wisconsin
$91K -$1.69K -4 -2%
EBA
2005
Eagle Bay Advisors
New York
$90K -$59.5K -141 -41%
PSB
2006
Piscataqua Savings Bank
New Hampshire
$90K +$87.4K +207 New
AWM
2007
AllSquare Wealth Management
New York
$89K
CIA
2008
Cascade Investment Advisors
Oregon
$87.3K
AIP
2009
Ahrens Investment Partners
Louisiana
$77K +$74.7K +177 New
BWS
2010
BCR Wealth Strategies
Alabama
$76K +$73K +173 New
NSB
2011
Norway Savings Bank
Maine
$72K
RF
2012
Robbins Farley
New Hampshire
$71K -$2.11K -5 -3%
FWA
2013
FSC Wealth Advisors
New York
$70K +$67.5K +160 New
IAG
2014
Investmark Advisory Group
Connecticut
$68K +$66.3K +157 New
PCA
2015
Providence Capital Advisors
North Carolina
$64K
OC
2016
Oakworth Capital
Alabama
$63K
PWMG
2017
Prestige Wealth Management Group
New Jersey
$63K +$422 +1 +0.7%
VCM
2018
Vigilant Capital Management
Maine
$60K +$57.8K +137 New
MHR
2019
Matthew Hamilton Rosenberg
$58K
PP
2020
PFS Partners
New Jersey
$55K +$53.2K +126 New
BAM
2021
Bellevue Asset Management
Washington
$55K
MAM
2022
McCarthy Asset Management
California
$55K
NIC
2023
Northwest Investment Counselors
Oregon
$52K +$50.7K +120 New
FFA
2024
Freedman Financial Associates
Massachusetts
$50K
PWC
2025
PYA Waltman Capital
Tennessee
$50K +$48.5K +115 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.