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Vanguard S&P 500 ETF

1,738 hedge funds and large institutions have $103B invested in Vanguard S&P 500 ETF in 2021 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 792 increasing their positions, 537 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,738
Holders Change
+44
Holders Change %
+2.6%
% of All Funds
30.34%
Holding in Top 10
382
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.26%
% of All Funds
6.67%
New
136
Increased
792
Reduced
537
Closed
75
Calls
$452M
Puts
$1.46B
Net Calls
-$1.01B
Net Calls Change
-$975M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
276
Steph & Co
Wisconsin
$29.3M +$498K +1,265 +2%
HPWM
277
Highland Private Wealth Management
Washington
$29.2M +$1.8M +4,586 +7%
William Blair & Company
278
William Blair & Company
Illinois
$29.1M +$1.02M +2,583 +4%
NFG
279
Nadler Financial Group
Illinois
$28.9M +$891K +2,263 +3%
AI
280
Atria Investments
North Carolina
$28.8M +$3.92M +9,960 +16%
IRAG
281
Investment Research & Advisory Group
Georgia
$28.8M +$12.6M +32,014 +78%
OL
282
Optas LLC
Texas
$28.8M +$1.06M +2,691 +4%
HWA
283
Hillcrest Wealth Advisors
New Jersey
$28.6M +$1.42M +3,615 +5%
TA
284
Tectonic Advisors
Texas
$28.5M +$3.67M +9,334 +15%
LFGH
285
Lee Financial Group Hawaii
Hawaii
$28.3M -$3.04M -7,714 -10%
FMWA
286
Forvis Mazars Wealth Advisors
Missouri
$28.2M -$1.52M -3,859 -5%
HB
287
Homrich & Berg
Georgia
$28.1M +$2.03M +5,162 +8%
VF
288
Virtu Financial
New York
$28.1M +$28.1M +71,358 New
RCS
289
Retirement Capital Strategies
California
$27.9M +$13.9M +35,440 +100%
BHWA
290
Beacon Harbor Wealth Advisors
Virginia
$27.9M +$8.21M +20,867 +42%
WT
291
Washington Trust
Rhode Island
$27.6M -$3.64M -9,260 -12%
TCB
292
Texas Capital Bancshares
Texas
$27.5M +$654K +1,663 +2%
CL
293
Choreo LLC
Illinois
$27.3M -$2.18M -5,514 -7%
CA
294
Cetera Advisors
Colorado
$27.2M -$3.13M -7,944 -10%
Cetera Investment Advisers
295
Cetera Investment Advisers
Illinois
$26.2M +$1.29M +3,286 +5%
SW
296
SVB Wealth
Massachusetts
$26.2M -$26.4K -67 -0.1%
IFAM
297
Institutional & Family Asset Management
Colorado
$26.1M +$2.16M +5,488 +9%
GIA
298
Goodwin Investment Advisory
Georgia
$26.1M +$1.79M +4,544 +7%
DCM
299
DeGreen Capital Management
Arizona
$26M +$401K +1,019 +2%
EPM
300
Elm Partners Management
Pennsylvania
$25.8M -$384K -976 -1%