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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 %
NCG
401
Newport Capital Group
New Jersey
$13.2M +$299K +820 +2%
RWMH
402
Riverpoint Wealth Management Holdings
Illinois
$13.2M -$80.1K -220 -0.6%
CI
403
Conning Inc
Connecticut
$13.2M +$726K +1,994 +6%
AL
404
ADE LLC
Maryland
$13.1M +$493K +1,353 +4%
OC
405
Oppenheimer & Co
New York
$13.1M -$142K -391 -1%
SWM
406
SigFig Wealth Management
California
$13M +$2.41M +6,603 +23%
RCS
407
Retirement Capital Strategies
California
$12.9M -$2.96M -8,123 -19%
IWC
408
Integrated Wealth Concepts
Massachusetts
$12.9M +$1.89M +5,189 +17%
HAS
409
HBW Advisory Services
California
$12.8M +$1.05M +2,893 +9%
ZF
410
Zhang Financial
Michigan
$12.8M +$1.91M +5,208 +17%
FMC
411
First Merchants Corp
Indiana
$12.7M +$27.3K +75 +0.2%
HIM
412
HawsGoodwin Investment Management
Tennessee
$12.6M -$143K -393 -1%
S
413
Schroders
United Kingdom
$12.5M
AAM
414
Autus Asset Management
Arizona
$12.5M +$1.76M +4,828 +16%
PCM
415
Parsons Capital Management
Rhode Island
$12.4M -$585K -1,606 -5%
PFO
416
Pathstone Family Office
New Jersey
$12.4M +$771K +2,116 +7%
FA
417
Fermata Advisors
California
$12.4M +$12.4M +34,030 New
WP
418
WealthShield Partners
North Carolina
$12.4M -$3.6M -9,888 -23%
MIAN
419
Mariner Independent Advisor Network
Kansas
$12.3M +$1.85M +5,092 +18%
KW
420
KWB Wealth
California
$12.2M -$2.1M -5,768 -15%
CPA
421
Clear Perspective Advisors
Illinois
$12.2M +$67K +184 +0.6%
SAM
422
Secure Asset Management
Michigan
$12.1M +$2.66M +7,297 +28%
SWM
423
Southern Wealth Management
Texas
$12M +$238K +654 +2%
VWA
424
V Wealth Advisors
Kansas
$11.8M +$458K +1,258 +4%
FPCP
425
Fort Point Capital Partners
California
$11.7M -$482K -1,323 -4%