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Vanguard S&P 500 ETF

1,694 hedge funds and large institutions have $92.8B invested in Vanguard S&P 500 ETF in 2021 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 744 increasing their positions, 568 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,694
Holders Change
+41
Holders Change %
+2.48%
% of All Funds
29.83%
Holding in Top 10
381
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.87%
% of All Funds
6.71%
New
136
Increased
744
Reduced
568
Closed
79
Calls
$215M
Puts
$253M
Net Calls
-$37.9M
Net Calls Change
-$37.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CFSG
351
Clark Financial Services Group
Missouri
$17.7M +$17.7M +48,600 New
WA
352
Wilshire Advisors
California
$17.6M -$985K -2,705 -5%
QIM
353
Quest Investment Management
Oregon
$17.5M -$625K -1,716 -3%
ATC
354
Argent Trust Co
Tennessee
$17.5M -$149K -408 -0.8%
PFM
355
Peak Financial Management
Massachusetts
$17.4M -$353K -970 -2%
WJWM
356
Williams Jones Wealth Management
New York
$17.3M +$2.77M +7,611 +19%
SS
357
Simplicity Solutions
Minnesota
$17.3M -$404M -1,108,635 -96%
IA
358
IFP Advisors
Florida
$17.2M +$4.04M +11,094 +31%
BF
359
BOK Financial
Oklahoma
$17.1M +$2.91M +7,991 +21%
RWA
360
Redhawk Wealth Advisors
Minnesota
$17.1M +$1.07M +2,928 +7%
GC
361
GFG Capital
Florida
$17M -$6.3M -17,300 -27%
Lazard Asset Management
362
Lazard Asset Management
New York
$16.8M +$393K +1,079 +2%
AC
363
Applied Capital
Arkansas
$16.8M +$16.8M +46,077 New
FPWM
364
FSB Premier Wealth Management
Iowa
$16.7M +$3.51M +9,647 +27%
PFM
365
Phillips Financial Management
Indiana
$16.7M +$1.19M +3,276 +8%
WTC
366
WhitTier Trust Company
Nevada
$16.5M -$259K -710 -2%
CST
367
Charles Schwab Trust
Nevada
$15.8M +$3.44M +9,338 +28%
JF
368
Jump Financial
Illinois
$15.8M +$15.8M +43,371 New
SIA
369
Strategic Investment Advisors
Michigan
$15.7M +$1.5M +4,123 +11%
EWM
370
Evercore Wealth Management
New York
$15.7M -$51.4K -141 -0.3%
Berkshire Hathaway
371
Berkshire Hathaway
Nebraska
$15.7M
JG
372
Jefferies Group
New York
$15.6M +$1.11M +3,051 +8%
DC
373
DeDora Capital
California
$15.2M -$250K -685 -2%
RC
374
Roundview Capital
New Jersey
$15.2M +$1.27M +3,484 +9%
VST
375
Van Strum & Towne
California
$15.1M -$408K -1,120 -3%