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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
TF
2026
TimeScale Financial
Massachusetts
$46K -$8.02K -19 -15%
STCOSD
2027
Sageworth Trust Company of South Dakota
South Dakota
$46K
AWA
2028
Aquire Wealth Advisors
Utah
$46K +$44.3K +105 New
GGI
2029
Godsey & Gibb Inc
Virginia
$46K +$44.3K +105 New
WAM
2030
WFA Asset Management
Wisconsin
$45.1K +$43.5K +103 New
M
2031
MOTCO
Texas
$45K
SMG
2032
Spectrum Management Group
Indiana
$45K +$3.8K +9 +9%
CWM
2033
CarsonAllaria Wealth Management
Illinois
$44K +$42.2K +100 New
JWBC
2034
John W. Brooker & Co
California
$42K
LWMNY
2035
Landmark Wealth Management (New York)
New York
$42K +$40.6M +96,294 New
KFS
2036
Kelly Financial Services
Massachusetts
$41.4K -$4.64K -11 -10%
MAWCM
2037
Mine & Arao Wealth Creation & Management
California
$39K +$4.22K +10 +13%
LWCFA
2038
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$38K
SC
2039
SouthState Corp
Florida
$38K
WFS
2040
Widmann Financial Services
Maryland
$37K +$35.9K +85 New
SIAP
2041
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$35K
PIA
2042
Powell Investment Advisors
Florida
$35K +$33.8K +80 New
TCWA
2043
Ten Capital Wealth Advisors
Washington
$34K -$3.38K -8 -9%
LCM
2044
Logan Capital Management
Pennsylvania
$33K
OAJ
2045
Ogorek Anthony Joseph
New York
$33K +$20.3K +48 +166%
AA
2046
Addison Advisors
Vermont
$33K +$31.7K +75 New
HFA
2047
HC Financial Advisors
California
$32K
WAS
2048
Winch Advisory Services
Wisconsin
$32K
CP
2049
Corbenic Partners
Pennsylvania
$31K
GCM
2050
Garland Capital Management
Washington
$31K

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.