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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
HF
201
HRT Financial
New York
$63.7M -$100M -236,871 -62%
SCM
202
Stordahl Capital Management
Colorado
$63.1M -$2.39M -5,671 -4%
CG
203
Caprock Group
Idaho
$62.7M -$1.89M -4,479 -3%
CCM
204
Coldstream Capital Management
Washington
$62.5M +$2.12M +5,022 +4%
HCM
205
Hollencrest Capital Management
California
$61.8M +$11.2M +26,607 +23%
FAG
206
Financial Advisory Group
Texas
$61.5M -$2.35M -5,576 -4%
1832 Asset Management
207
1832 Asset Management
Ontario, Canada
$61.4M +$139K +330 +0.3%
SBL
208
Sargent Bickham Lagudis
Colorado
$61.3M -$879K -2,082 -1%
IL
209
Investure LLC
Virginia
$61.1M -$8.41M -19,915 -12%
MA
210
MUFG Americas
New York
$60.3M -$44.9M -106,331 -43%
WFA
211
WestHill Financial Advisors
California
$60.2M +$1.39M +3,285 +2%
AFAS
212
Acorn Financial Advisory Services
Virginia
$60.1M +$51.5M +121,965 +773%
SFS
213
Sowell Financial Services
Arkansas
$59.5M +$5.94M +14,072 +12%
OH
214
Oikos Holdings
New York
$58.4M
FU
215
Fairfield University
Connecticut
$56.7M +$54.8M +129,879 New
NHC
216
Nicholas Hoffman & Company
Georgia
$56.3M +$1.44M +3,407 +3%
CA
217
CoreCap Advisors
Michigan
$54.3M +$52.5M +124,465 New
CG
218
CFO4Life Group
Texas
$54.1M +$2.43M +5,755 +5%
Canada Life
219
Canada Life
Manitoba, Canada
$53.4M +$5.17M +12,243 +11%
New York State Common Retirement Fund
220
New York State Common Retirement Fund
New York
$53.3M +$11.2M +26,459 +28%
US Bancorp
221
US Bancorp
Minnesota
$53.2M -$2.67M -6,317 -5%
Betterment LLC
222
Betterment LLC
New York
$53.1M +$4.61M +10,930 +10%
CCA
223
Catalyst Capital Advisors
New York
$52.9M
MRC
224
Millburn Ridgefield Corp
New York
$52.9M
KAS
225
Kestra Advisory Services
Texas
$52.5M -$9.07M -21,495 -15%

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.