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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 %
ACM
476
Ategra Capital Management
Virginia
$9.31M +$2.7M +7,844 +41%
LNWTC
477
Laird Norton Wetherby Trust Company
Washington
$9.31M +$9.31M +27,074 New
TWM
478
Tradition Wealth Management
Minnesota
$9.25M +$9.25M +26,912 New
NRI
479
NFP Retirement Inc
California
$9.23M +$2.17M +6,303 +31%
SC
480
Scotia Capital
Ontario, Canada
$9.21M +$3.62M +10,537 +65%
CFMC
481
Curbstone Financial Management Corp
New Hampshire
$9.16M +$85.9K +250 +0.9%
SMC
482
Smith, Moore & Co
Missouri
$9.16M +$256K +745 +3%
LA
483
LVW Advisors
New York
$9.05M -$529K -1,538 -6%
LIA
484
LBMC Investment Advisors
Tennessee
$9.04M +$289K +842 +3%
AR
485
Advisory Research
Illinois
$8.99M +$4.5M +13,083 +100%
MWC
486
MBM Wealth Consultants
Missouri
$8.99M +$871K +2,534 +11%
SAM
487
Secure Asset Management
Michigan
$8.94M +$1.35M +3,937 +18%
RFM
488
Royal Fund Management
Florida
$8.93M +$1.67M +4,854 +23%
OFG
489
Oxford Financial Group
Indiana
$8.93M +$82.1K +239 +0.9%
LAS
490
Lloyd Advisory Services
Georgia
$8.89M -$281K -817 -3%
NB
491
NBT Bank
New York
$8.79M -$4.29M -12,475 -33%
HNB
492
Huntington National Bank
Ohio
$8.74M -$7.59M
Millennium Management
493
Millennium Management
New York
$8.73M +$4.32M +12,557 +98%
MLIC
494
Mandatum Life Insurance Company
Finland
$8.72M +$445K +1,296 +5%
BEAM
495
Baker Ellis Asset Management
Washington
$8.71M -$690K -2,007 -7%
KFGK
496
Keystone Financial Group (Kentucky)
Kentucky
$8.58M +$5.5K +16 +0.1%
KPCM
497
Kings Point Capital Management
New York
$8.53M +$46.7K +136 +0.6%
EA
498
Efficient Advisors
Ohio
$8.52M +$8.52M +24,779 New
SFG
499
Sunburst Financial Group
Alabama
$8.48M -$159K -462 -2%
SWPG
500
Strategic Wealth Partners Group
Illinois
$8.43M -$60.1K -175 -0.7%