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Vanguard S&P 500 ETF

1,790 hedge funds and large institutions have $108B invested in Vanguard S&P 500 ETF in 2021 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 834 increasing their positions, 548 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,790
Holders Change
+52
Holders Change %
+2.99%
% of All Funds
31.44%
Holding in Top 10
391
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+2.36%
% of All Funds
6.87%
New
128
Increased
834
Reduced
548
Closed
51
Calls
$285M
Puts
$1.11B
Net Calls
-$829M
Net Calls Change
+$184M
Name Holding Trade Value Shares
Change
Shares
Change %
HPWM
401
High Pines Wealth Management
Massachusetts
$15.9M +$1.05M +2,673 +7%
RIM
402
Rockbridge Investment Management
New York
$15.9M -$93.1K -236 -0.6%
WPA
403
West Paces Advisors
Georgia
$15.8M +$261K +663 +2%
VAM
404
Verity Asset Management
North Carolina
$15.7M -$1.76M -4,454 -10%
DC
405
DeDora Capital
California
$15.7M -$535K -1,357 -3%
BRWA
406
B. Riley Wealth Advisors
Florida
$15.6M +$551K +1,398 +4%
IMPI
407
Ilmarinen Mutual Pension Insurance
Finland
$15.6M -$507K -1,285 -3%
GC
408
GFG Capital
Florida
$15.6M -$1.01M -2,563 -6%
FPCP
409
Fort Point Capital Partners
California
$15.5M +$156K +396 +1%
SF
410
Synovus Financial
Georgia
$15.4M +$2.32M +5,879 +18%
GRP
411
Global Retirement Partners
California
$15.3M +$467K +1,183 +3%
PCP
412
Proficio Capital Partners
Massachusetts
$15.3M -$3.89M -9,852 -20%
MCM
413
Manchester Capital Management
Vermont
$15.2M +$3.46M +8,761 +29%
KTC
414
Kistler-Tiffany Companies
Pennsylvania
$15.1M +$2.65M +6,718 +21%
BAM
415
Belpointe Asset Management
Nevada
$15M +$1.92M +4,871 +15%
OC
416
Oppenheimer & Co
New York
$15M +$812K +2,058 +6%
FMII
417
Farmers & Merchants Investments Inc
Nebraska
$15M -$690K -1,750 -4%
AL
418
ADE LLC
Maryland
$14.9M +$250K +635 +2%
MIAN
419
Mariner Independent Advisor Network
Kansas
$14.7M +$577K +1,462 +4%
BSA
420
Braun Stacey Associates
New York
$14.7M -$721K -1,827 -5%
EPA
421
Element Pointe Advisors
Florida
$14.7M +$43.8K +111 +0.3%
PFA
422
Professional Financial Advisors
Nebraska
$14.7M -$7.95M -20,158 -35%
RFM
423
Royal Fund Management
Florida
$14.5M +$1.17M +2,976 +9%
Lazard Asset Management
424
Lazard Asset Management
New York
$14.5M -$3.79M -9,607 -21%
BCM
425
Brookstone Capital Management
Illinois
$14.4M +$3.08M +7,701 +27%