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Vanguard S&P 500 ETF

1,653 hedge funds and large institutions have $76.5B invested in Vanguard S&P 500 ETF in 2020 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 690 increasing their positions, 485 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,653
Holders Change
+192
Holders Change %
+13.14%
% of All Funds
29.33%
Holding in Top 10
374
Holding in Top 10 Change
+50
Holding in Top 10 Change %
+15.43%
% of All Funds
6.64%
New
275
Increased
690
Reduced
485
Closed
61
Calls
$333M
Puts
$334M
Net Calls
-$782K
Net Calls Change
-$63.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
426
Southern Wealth Management
Texas
$11.1M +$688K +2,003 +7%
EWM
427
Endurance Wealth Management
Rhode Island
$11M -$22K -64 -0.2%
Cohen & Steers
428
Cohen & Steers
New York
$11M -$184K -534 -2%
MOS
429
MGO One Seven
Ohio
$11M +$1.06M +3,086 +11%
PFO
430
Pathstone Family Office
New Jersey
$11M +$3.45M +10,038 +46%
RCIM
431
Red Cedar Investment Management
Michigan
$10.9M -$776K -2,257 -7%
KPWS
432
Kestra Private Wealth Services
Texas
$10.9M +$484K +1,417 +5%
SC
433
Schoolcraft Capital
Colorado
$10.9M -$332K -967 -3%
BFO
434
Biltmore Family Office
North Carolina
$10.9M +$8.87M +25,800 +433%
Toronto Dominion Bank
435
Toronto Dominion Bank
Ontario, Canada
$10.9M
OIA
436
OneDigital Investment Advisors
Kansas
$10.8M -$4.83K -14 -0%
EHC
437
Everett Harris & Co
California
$10.8M +$5.02M +14,617 +87%
NSIM
438
North Star Investment Management
Illinois
$10.8M +$27.8K +81 +0.3%
STB
439
S&T Bank
Pennsylvania
$10.8M -$12K -35 -0.1%
VWA
440
V Wealth Advisors
Kansas
$10.7M +$9.04M +26,316 +533%
BC
441
Burney Company
Virginia
$10.7M -$3.09K -9 -0%
LFA
442
Landmark Financial Advisors
Kentucky
$10.7M -$505K -1,451 -5%
MWM
443
Moulton Wealth Management
Washington
$10.6M +$2.56M +7,365 +32%
FFC
444
First Financial Corp
Indiana
$10.6M +$660K +1,921 +7%
AP
445
Advisors Preferred
Maryland
$10.5M +$10.5M +30,970 New
IDA
446
Intelligence Driven Advisers
California
$10.5M +$3.67M +10,675 +54%
HC
447
HNP Capital
New York
$10.5M +$511K +1,488 +5%
CWS
448
Cypress Wealth Services
California
$10.5M +$10.5M +30,462 New
CAG
449
Crestwood Advisors Group
Massachusetts
$10.5M -$100K -291 -0.9%
AWE
450
Avidian Wealth Enterprises
Texas
$10.4M +$4.08M +11,876 +65%