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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 %
SPC
351
Sigma Planning Corp
Michigan
$21M -$287K -730 -1%
CWC
352
Carolinas Wealth Consulting
North Carolina
$20.9M -$210K -531 -1%
HSA
353
HBK Sorce Advisory
Pennsylvania
$20.8M -$103K -262 -0.5%
SAA
354
Southeast Asset Advisors
Georgia
$20.7M -$44.9K -114 -0.2%
CIBC World Market
355
CIBC World Market
Ontario, Canada
$20.7M -$576K -1,463 -3%
SFA
356
Souders Financial Advisors
Ohio
$20.6M +$303K +770 +1%
Carson Wealth (CWM LLC)
357
Carson Wealth (CWM LLC)
Nebraska
$20.6M
TPCW
358
TD Private Client Wealth
New York
$20.6M +$554K +1,408 +3%
SAM
359
Securian Asset Management
Minnesota
$20.2M -$78.7K -200 -0.4%
OPS
360
Orion Portfolio Solutions
Nebraska
$20M -$962K -2,445 -5%
CFB
361
Cullen/Frost Bankers
Texas
$20M -$153K -390 -0.8%
IAN
362
Integrated Advisors Network
Texas
$19.9M +$9.18M +23,323 +85%
CLG
363
Cooperman Leon G
$19.7M +$19.7M +50,001 New
SWA
364
SOA Wealth Advisors
New York
$19.6M -$1.33M -3,392 -6%
SFG
365
Sage Financial Group
Pennsylvania
$19.6M -$428K -1,088 -2%
IA
366
IFP Advisors
Florida
$19.6M +$944K +2,399 +5%
VCM
367
Virtue Capital Management
Tennessee
$19.5M -$7.36M -18,705 -27%
PCP
368
Proficio Capital Partners
Massachusetts
$19.2M +$11M +27,878 +134%
HNB
369
Huntington National Bank
Ohio
$18.8M +$18.8M +11,507 New
SS
370
Simplicity Solutions
Minnesota
$18.7M +$46K +117 +0.2%
CI
371
Conning Inc
Connecticut
$18.7M +$4.53M +11,501 +32%
PFM
372
Peak Financial Management
Massachusetts
$18.7M -$138K -350 -0.7%
AC
373
Applied Capital
Arkansas
$18.7M +$554K +1,408 +3%
WJWM
374
Williams Jones Wealth Management
New York
$18.5M -$232K -590 -1%
OIA
375
OneDigital Investment Advisors
Kansas
$18.3M +$6.07M +15,418 +50%