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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 %
QIM
401
Quest Investment Management
Oregon
$21.4M -$1.27M -2,910 -6%
SAM
402
Sompo Asset Management
Japan
$21.2M +$21.2M +48,671 New
CFSG
403
Clark Financial Services Group
Missouri
$21.2M -$1.14M -2,601 -5%
TPCW
404
TD Private Client Wealth
New York
$21M -$507K -1,162 -2%
BWM
405
Boyd Wealth Management
California
$20.9M +$20.9M +47,865 New
S
406
Schroders
United Kingdom
$20.9M +$5.87M +13,440 +39%
RC
407
Roundview Capital
New Jersey
$20.5M +$913K +2,092 +5%
OIA
408
OneDigital Investment Advisors
Kansas
$20.3M -$320K -734 -2%
PFM
409
Peak Financial Management
Massachusetts
$20.1M -$637K -1,460 -3%
BCM
410
Brookstone Capital Management
Illinois
$20.1M +$4.64M +10,826 +30%
IWC
411
Integrated Wealth Concepts
Massachusetts
$20M +$2.09M +4,794 +12%
VAM
412
Verity Asset Management
North Carolina
$20M +$2.6M +5,966 +15%
VC
413
Vicus Capital
Pennsylvania
$20M +$2.45M +5,813 +14%
WTC
414
WhitTier Trust Company
Nevada
$19.9M -$5.24K -12 -0%
CAM
415
Cresset Asset Management
Illinois
$19.9M +$5.92M +13,570 +43%
WJWM
416
Williams Jones Wealth Management
New York
$19.8M +$610K +1,397 +3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
417
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$19.8M +$19.8M +45,400 New
TWM
418
Tradition Wealth Management
Minnesota
$19.8M +$5.41M +12,393 +38%
BRWA
419
B. Riley Wealth Advisors
Florida
$19.7M +$2.47M +5,653 +14%
FPWM
420
FSB Premier Wealth Management
Iowa
$19.7M -$895K -2,049 -4%
JPG
421
Jordan Park Group
California
$19.6M -$67.4M -154,416 -77%
BWM
422
BerganKDV Wealth Management
Minnesota
$19.6M +$1.55M +3,549 +9%
ZF
423
Zhang Financial
Michigan
$19.5M +$1.82M +4,161 +10%
JG
424
Jefferies Group
New York
$19.5M +$281K +643 +1%
MFT
425
Moisand Fitzgerald Tamayo
Florida
$19.5M -$3.5M -8,020 -15%
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