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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 %
BC
451
Burney Company
Virginia
$12.3M
NRI
452
NFP Retirement Inc
California
$12.3M +$242K +614 +2%
GC
453
Guggenheim Capital
Illinois
$12.2M +$1.1M +2,806 +10%
KW
454
KWB Wealth
California
$12.2M
KPWS
455
Kestra Private Wealth Services
Texas
$12.2M +$1.8M +4,562 +17%
SFPM
456
Sensible Financial Planning & Management
Massachusetts
$12.2M -$394K -1,001 -3%
FA
457
Fiducient Advisors
Illinois
$12.2M -$159K -405 -1%
AWE
458
Avidian Wealth Enterprises
Texas
$12.1M -$24K -61 -0.2%
MWM
459
Madison Wealth Management
Ohio
$12M +$248K +630 +2%
COCM
460
Charter Oak Capital Management
New Hampshire
$12M +$1.89M +4,810 +19%
CAM
461
Cresset Asset Management
Illinois
$12M -$2.69M -6,813 -18%
SC
462
Scotia Capital
Ontario, Canada
$12M +$218K +553 +2%
ATC
463
Argent Trust Co
Tennessee
$11.9M -$6.96M -17,690 -37%
CA
464
CSM Advisors
Pennsylvania
$11.9M +$11.9M +30,265 New
BL
465
Balentine LLC
Georgia
$11.9M +$100K +255 +0.9%
LFA
466
Landmark Financial Advisors
Kentucky
$11.8M +$34.6K +88 +0.3%
TWM
467
Tradition Wealth Management
Minnesota
$11.8M +$1.29M +3,271 +12%
JWM
468
Jackson Wealth Management
Florida
$11.8M -$9.68M -24,589 -45%
PIMJS
469
PKO Investment Management Joint-Stock
Poland
$11.8M +$4.25M +10,804 +57%
PAG
470
Private Advisory Group
Washington
$11.8M +$1.76M +4,483 +18%
MCM
471
Manchester Capital Management
Vermont
$11.7M +$33.1K +84 +0.3%
MA
472
Mutual Advisors
Nebraska
$11.7M +$150K +380 +1%
AAMC
473
Asset Allocation & Management Company
Illinois
$11.7M -$4.36M -11,074 -27%
CAG
474
Crestwood Advisors Group
Massachusetts
$11.7M -$157K -400 -1%
FA
475
Fermata Advisors
California
$11.6M -$1.79M -4,536 -13%