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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 %
LGWM
326
Litman Gregory Wealth Management
California
$30.4M +$16.9M +38,820 +126%
FMP
327
Financial Management Professionals
Texas
$30.2M +$1.27M +2,919 +4%
CI
328
Conning Inc
Connecticut
$30M +$6.84M +15,665 +30%
PFM
329
Phillips Financial Management
Indiana
$30M +$107K +246 +0.4%
FMWA
330
Forvis Mazars Wealth Advisors
Missouri
$29.9M -$829K -1,898 -3%
IA
331
IFG Advisory
Georgia
$29.8M +$2.79M +6,397 +10%
RWRC
332
R.W. Roge & Company
New York
$29.7M -$1.7M -4,210 -5%
Cetera Investment Advisers
333
Cetera Investment Advisers
Illinois
$29.7M +$590K +1,351 +2%
CL
334
Choreo LLC
Illinois
$29.5M +$337K +772 +1%
GFP
335
Guardian Financial Partners
California
$29.2M +$29.2M +66,881 New
SI
336
Stephens Inc
Arkansas
$29.1M -$6.47M -14,830 -18%
AF
337
Allworth Financial
California
$29.1M +$25M +57,375 +617%
AA
338
Aufman Associates
Pennsylvania
$28.9M +$652K +1,494 +2%
CPW
339
Crestmont Private Wealth
Texas
$28.8M +$28.8M +65,990 New
CB
340
Commerce Bank
Missouri
$28.7M +$254K +581 +0.9%
EPM
341
Elm Partners Management
Pennsylvania
$28.6M -$34.9K -80 -0.1%
PCP
342
Proficio Capital Partners
Massachusetts
$28.3M +$11.3M +25,909 +67%
AWA
343
AmeriServ Wealth Advisors
Pennsylvania
$28M +$1.7M +3,883 +6%
GBT
344
Grove Bank & Trust
Florida
$27.9M +$134K +308 +0.5%
AAM
345
Ameraudi Asset Management
New York
$27.8M +$988K +2,264 +4%
MA
346
MJP Associates
Connecticut
$27.5M -$416K -946 -1%
SIA
347
Strategic Investment Advisors
Michigan
$27.3M +$3.77M +8,637 +16%
FWM
348
ForthRight Wealth Management
Georgia
$27.3M +$632K +1,448 +2%
BP
349
BBR Partners
New York
$27.2M +$26M +59,537 +2,085%
CH
350
Canton Hathaway
Rhode Island
$27.2M – – –
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