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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
EWM
2051
EPG Wealth Management
Georgia
$31K +$6.33K +15 +27%
ZB
2052
Zions Bancorporation
Utah
$30K
RFWA
2053
RPg Family Wealth Advisory
Massachusetts
$29.7K
PAIM
2054
Punch & Associates Investment Management
Minnesota
$29K +$11K +26 +65%
RG
2055
Retirement Group
California
$28K -$422 -1 -2%
CAM
2056
Costello Asset Management
Pennsylvania
$28K
FM
2057
Family Management
New York
$28K
FCMT
2058
Founders Capital Management (Texas)
Texas
$26K -$14.4K -34 -36%
HWM
2059
HighMark Wealth Management
Minnesota
$26K
ZC
2060
Zeit Capital
Colorado
$26K
HFS
2061
HBC Financial Services
Washington
$25K +$24.5K +58 New
DAM
2062
Delta Asset Management
Tennessee
$24K -$6.33K -15 -21%
JHCP
2063
Jackson Hole Capital Partners
Oklahoma
$24K
DWA
2064
Delos Wealth Advisors
Texas
$22K -$1.27K -3 -6%
RI
2065
Rinkey Investments
California
$21K +$21.1K +50 New
TCWM
2066
Total Clarity Wealth Management
Illinois
$17K +$16.9K +40 New
SCA
2067
Stuart Chaussee & Associates
California
$16K
CWP
2068
Concord Wealth Partners
Virginia
$15K +$12.2K +29 +483%
T2I
2069
Turim 21 Investimentos
Brazil
$14K
CFN
2070
Cordasco Financial Network
Florida
$14K +$5.91K +14 +82%
JMF
2071
Johnson Midwest Financial
Iowa
$14K +$13.1K +31 New
TIM
2072
Tevis Investment Management
Texas
$14K +$13.1K +31 New
RDIA
2073
RE Dickinson Investment Advisors
Iowa
$14K +$13.5K +32 New
TC
2074
Trust Company
Kansas
$14K +$13.9K +33 New
SFC
2075
SYM Financial Corp
Indiana
$13K -$10.6K -25 -46%

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.