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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
WP
2151
WMS Partners
Maryland
-$381K -965 Closed
MPMG
2152
Minneapolis Portfolio Management Group
Minnesota
-$378K -959 Closed
FCBT
2153
First Citizens Bank & Trust
North Carolina
-$362K -917 Closed
SAM
2154
Strategy Asset Managers
California
-$346K -878 Closed
MF
2155
Manchester Financial
California
-$328K -831 Closed
PA
2156
Probity Advisors
Texas
-$325K -823 Closed
CCM
2157
Carlson Capital Management
Minnesota
-$310K -785 Closed
GCM
2158
Gibraltar Capital Management
Oklahoma
-$284K -719 Closed
WCM
2159
WealthBridge Capital Management
Ohio
-$276K -700 Closed
CG
2160
Cutler Group
California
-$279K -660 Closed
UCI
2161
Uncommon Cents Investing
Wisconsin
-$242K -614 Closed
PHS
2162
Pekin Hardy Strauss
Illinois
-$212K -537 Closed
ICP
2163
Interchange Capital Partners
Pennsylvania
-$207K -526 Closed
BBA
2164
Braun-Bostich & Associates
Pennsylvania
-$204K -516 Closed
CWM
2165
Concentrum Wealth Management
California
-$203K -514 Closed
SFWA
2166
Summit Financial Wealth Advisors
Louisiana
-$202K -511 Closed
CL
2167
CIM LLC
New York
-$215K -500 Closed
WFO
2168
Wealthgate Family Office
Colorado
-$162K -410 Closed
CDIA
2169
Capital Directions Investment Advisors
Georgia
-$147K -373 Closed
PWM
2170
Prentice Wealth Management
New York
-$140K -354 Closed
Group One Trading
2171
Group One Trading
Illinois
-$129K -306 Closed
HA
2172
Herold Advisors
New York
-$89K -228 Closed
GPA
2173
Guidance Point Advisors
Massachusetts
-$83K -212 Closed
CPWM
2174
Cypress Point Wealth Management
Texas
-$80K -203 Closed
IWA
2175
IBEX Wealth Advisors
New Jersey
-$77K -196 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.