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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
FRA
2101
Front Row Advisors
California
$3K
BCM
2102
Blume Capital Management
California
$3K +$422 +1 +20%
RTC
2103
Riverview Trust Company
Washington
$2.89K +$790K +1,872 +39%
FHC
2104
First Heartland Consultants
Missouri
$2.69K +$407K +963 +18%
RCC
2105
Red Cedar Capital
Nebraska
$2K
GWMI
2106
Guardian Wealth Management (Illinois)
Illinois
$2K +$2.11K +5 New
OA
2107
Operose Advisors
Wisconsin
$2K +$2.11K +5 New
WCAMG
2108
Woodard & Company Asset Management Group
North Carolina
$2K +$2.11K +5 New
CP
2109
Castleview Partners
Texas
$1.4K +$257M +609,015 New
EWA
2110
Evolution Wealth Advisors
Florida
$1.32K
CWA
2111
Clearview Wealth Advisors
Oregon
$1K
WIM
2112
Westside Investment Management
California
$251 +$422 +1 +0.2%
FGAM
2113
Financial Gravity Asset Management
Texas
$172 +$1.69K +4 +0.9%
Schroder Investment Management Group
2114
Schroder Investment Management Group
United Kingdom
-$487M -1,235,015 Closed
ETC
2115
Exchange Traded Concepts
Oklahoma
-$219M -556,305 Closed
MA
2116
MCF Advisors
Kentucky
-$205M -519,659 Closed
SFO
2117
Standard Family Office
South Dakota
-$189M -478,034 Closed
NL
2118
NEPC LLC
Massachusetts
-$51.7M -131,102 Closed
FFC
2119
Fure Financial Corporation
Minnesota
-$27.2M -69,002 Closed
DC
2120
DeDora Capital
California
-$15.7M -39,688 Closed
IMPI
2121
Ilmarinen Mutual Pension Insurance
Finland
-$15.6M -39,550 Closed
GRP
2122
Global Retirement Partners
California
-$15.3M -38,886 Closed
NVCHI
2123
New Vernon Capital Holdings II
New Jersey
-$10.8M -27,262 Closed
WEPOG
2124
Wealth Enhancement & Preservation of GA
Georgia
-$8.99M -22,794 Closed
Principal Financial Group
2125
Principal Financial Group
Iowa
-$8.26M -20,955 Closed

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.