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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
Bank of America
1
Bank of America
North Carolina
$8.62B -$11.2B -26,477,050 -57%
RJA
2
Raymond James & Associates
Florida
$8.16B +$147M +348,752 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.82B -$1.9M -4,494 -0%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.12B +$135M +320,753 +3%
JP Morgan Chase
5
JP Morgan Chase
New York
$4.01B +$765M +1,812,910 +25%
PPA
6
Parametric Portfolio Associates
Washington
$3.97B -$18.2M -43,047 -0.5%
California Public Employees Retirement System
7
California Public Employees Retirement System
California
$3.7B +$3.58B +8,480,000 New
Morgan Stanley
8
Morgan Stanley
New York
$3.37B +$471M +1,116,569 +17%
AA
9
Acorns Advisers
California
$2.7B +$76.5M +181,169 +3%
Goldman Sachs
10
Goldman Sachs
New York
$2.45B +$53.2M +126,117 +2%
Wells Fargo
11
Wells Fargo
California
$1.61B -$354M -837,869 -19%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.5B +$204M +484,449 +16%
LPL Financial
13
LPL Financial
California
$1.46B +$59.5M +140,906 +4%
NMIFOAC
14
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.44B
AssetMark Inc
15
AssetMark Inc
California
$1.36B -$26.8M -63,495 -2%
UBS Group
16
UBS Group
Switzerland
$1.31B +$10.3M +24,285 +0.8%
Ameriprise
17
Ameriprise
Minnesota
$1.24B +$31.9M +75,672 +3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.17B -$4.01M -9,502 -0.4%
UCFA
19
United Capital Financial Advisors
Texas
$1.15B +$140M +330,671 +14%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$999M +$28.1M +66,651 +3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$968M +$37.9M +89,719 +4%
NAM
22
Nissay Asset Management
Japan
$967M
ELFC
23
E-L Financial Corp
Ontario, Canada
$913M +$4.32M +10,231 +0.6%
CS
24
Credit Suisse
Switzerland
$866M -$82M -194,290 -9%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$849M +$6.12M +14,487 +0.8%

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.