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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
EK
2076
Evensky & Katz
Florida
$12K +$11.8K +28 New
RK
2077
Rather & Kittrell
Tennessee
$12K +$11.8K +28 New
CYG
2078
Clean Yield Group
Vermont
$11K
VCM
2079
Versant Capital Management
Arizona
$11K
BC
2080
Barnett & Company
Tennessee
$10K
GTAM
2081
Global Trust Asset Management
Florida
$9K
KA
2082
Kozak & Associates
Colorado
$9K +$2.11K +5 +28%
EWM
2083
Edge Wealth Management
New York
$9K +$8.44K +20 New
BLC
2084
Brown, Lisle/Cummings
Rhode Island
$8.73K +$8.44K +20 New
GWMIA
2085
Global Wealth Management Investment Advisory
Florida
$8K -$19K -45 -70%
PPWM
2086
PFG Private Wealth Management
Florida
$8K -$16.5K -39 -68%
EWM
2087
Elmwood Wealth Management
California
$8K +$7.6K +18 New
SFCL
2088
Strengthening Families & Communities LLC
Massachusetts
$7.01K +$6.78M +16,051 New
FA
2089
Faithward Advisors
Pennsylvania
$7K -$391K -926 -98%
PC
2090
Pecaut & Co
Iowa
$7K
HNWA
2091
Henrickson Nauta Wealth Advisors
Michigan
$6K +$5.91K +14 New
BBHC
2092
Brown Brothers Harriman & Co
New York
$5.43K +$597K +1,415 +13%
FCB
2093
First Command Bank
Texas
$5K
ARMC
2094
American Research & Management Company
Massachusetts
$5K +$4.64K +11 New
LPP
2095
Life Planning Partners
Florida
$5K +$4.64K +11 New
LWM
2096
Liberty Wealth Management
California
$4.05K -$3.02M -7,153 -86%
CT
2097
Clearstead Trust
Maine
$4K
POIA
2098
Pin Oak Investment Advisors
Texas
$4K
WAM
2099
Wallington Asset Management
Indiana
$4K
CWA
2100
Carolina Wealth Advisors
South Carolina
$3K

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.