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Vanguard S&P 500 ETF
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Overview Fund Activity

2,103 hedge funds and large institutions have $116B invested in Vanguard S&P 500 ETF in 2021 Q4 according to their latest regulatory filings, with 415 funds opening new positions, 906 increasing their positions, 517 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,103
Holders Change
+313
Holders Change %
+17.49%
% of All Funds
32.48%
Holding in Top 10
461
Holding in Top 10 Change
+70
Holding in Top 10 Change %
+17.9%
% of All Funds
7.12%
New
415
Increased
906
Reduced
517
Closed
74
Calls
$585M
Puts
$2.66B
Net Calls
-$2.08B
Net Calls Change
-$1.25B

Top Buyers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
+$3.7B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$791M
3
Morgan Stanley
Morgan Stanley
New York
+$487M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$481M
5
APF
Alaska Permanent Fund
Alaska
+$329M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$11.6B
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$487M
3
Wells Fargo
Wells Fargo
California
-$366M
4
SMFG
Sumitomo Mitsui Financial Group
Japan
-$298M
5
IUHSA
Itau Unibanco Holding S.A.
Brazil
-$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
251
Trevian Wealth Management
Massachusetts
$44.2M +$44.2M +100,852 New
ANTB
252
AMG National Trust Bank
Colorado
$44M +$3.26M +7,474 +8%
SWA
253
Safir Wealth Advisors
New Hampshire
$43.4M +$306K +700 +0.7%
JRP
254
Jasper Ridge Partners
California
$43.3M +$8.57M +19,625 +25%
SG
255
StoneX Group
New York
$42.9M +$3.93M +8,994 +10%
MFIMFI
256
Mesirow Financial Investment Management - Fixed Income
Illinois
$42.8M -$1.76M -4,020 -4%
OFS
257
Oldfather Financial Services
Nebraska
$42.7M +$1.14M +2,768 +3%
PWS
258
Paragon Wealth Strategies
Florida
$42.2M +$2.46M +5,630 +6%
TCM
259
Twele Capital Management
Minnesota
$42.2M -$2.55M -5,843 -6%
SIS
260
SVB Investment Services
Utah
$42.2M -$6.23M -14,267 -13%
FCH
261
Freestone Capital Holdings
Washington
$42.1M +$4.26M +9,764 +11%
KA
262
Kearns & Associates
California
$41.8M +$41.8M +95,785 New
SMA
263
Sage Mountain Advisors
Georgia
$41.2M -$974K -2,230 -2%
TA
264
Tectonic Advisors
Texas
$41M +$5.71M +13,089 +16%
SC
265
Sierra Capital
Florida
$40.9M +$106K +243 +0.3%
AI
266
Atria Investments
North Carolina
$40.7M +$2.38M +5,454 +6%
AAS
267
Avantax Advisory Services
Texas
$40.3M +$3.35M +7,659 +9%
William Blair & Company
268
William Blair & Company
Illinois
$39.9M +$6.62M +15,171 +20%
PG
269
Proffitt & Goodson
Tennessee
$39.8M +$236K +541 +0.6%
FCI
270
Financial Counselors Inc
Kansas
$39.6M +$5.76M +13,189 +17%
FT
271
Fiduciary Trust
Massachusetts
$39.5M -$251K -575 -0.6%
AMI
272
Amica Mutual Insurance
Rhode Island
$39M – – –
AA
273
Alta Advisers
United Kingdom
$38.7M -$63.3K -145 -0.2%
AAMA
274
Advanced Asset Management Advisors
Ohio
$38.5M -$19.6K -45 -0.1%
CWA
275
CJM Wealth Advisers
Virginia
$38.3M +$38.3M +87,735 New
9 10
11
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