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Vanguard S&P 500 ETF
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Overview Fund Activity

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

Top Buyers

1
CS
Credit Suisse
Switzerland
+$833M
2
APF
Alaska Permanent Fund
Alaska
+$746M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$530M
4
RJA
Raymond James & Associates
Florida
+$297M
5
Citigroup
Citigroup
New York
+$296M

Top Sellers

1
FP
Financial Perspectives
Minnesota
-$777M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$717M
3
MSL
Mackay Shields LLC
New York
-$694M
4
DILIC
Dai-ichi Life Insurance Company
Japan
-$214M
5
Franklin Resources
Franklin Resources
California
-$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEAM
501
Baker Ellis Asset Management
Washington
$10.4M +$743K +1,889 +8%
JCM
502
Jacobi Capital Management
Pennsylvania
$10.4M +$1.62M +4,112 +18%
MI
503
Mercer Investments
Massachusetts
$10.4M +$3.37M +8,568 +48%
FNT
504
First National Trust
Pennsylvania
$10.3M +$1.08M +2,735 +12%
SEP
505
Southland Equity Partners
Missouri
$10.3M +$1.99M +5,064 +24%
ARMT
506
Amica Retiree Medical Trust
Rhode Island
$10.3M +$10.3M +26,091 New
WA
507
Waverly Advisors
Alabama
$10.3M -$660K -1,605 -6%
KFGK
508
Keystone Financial Group (Kentucky)
Kentucky
$10.2M +$97.2K +247 +1%
LA
509
Legacy Advisors
Pennsylvania
$10.2M +$2.64M +6,703 +35%
OFG
510
Oxford Financial Group
Indiana
$10.2M +$10.2K +26 +0.1%
UOC
511
University of Chicago
Illinois
$10.1M +$2.87M +7,261 +39%
KPCM
512
Kings Point Capital Management
New York
$10.1M +$4.72K +12 +0%
MW
513
Marcum Wealth
Ohio
$10.1M +$373K +948 +4%
NFG
514
Next Financial Group
Texas
$10.1M +$360K +914 +4%
NB
515
NBT Bank
New York
$10.1M – – –
PCM
516
Piedmont Capital Management
Montana
$10M +$288K +729 +3%
BBPWM
517
Blue Bell Private Wealth Management
Pennsylvania
$10M +$8.4M +21,334 +513%
WI
518
Wintrust Investments
Illinois
$9.92M +$390K +992 +4%
SMC
519
Smith, Moore & Co
Missouri
$9.92M -$572K -1,454 -5%
BSB
520
Bangor Savings Bank
Maine
$9.91M +$479K +1,216 +5%
CFMC
521
Curbstone Financial Management Corp
New Hampshire
$9.85M +$39.4K +100 +0.4%
SFG
522
Sunburst Financial Group
Alabama
$9.82M -$62.2K -158 -0.6%
G
523
Gainplan
Michigan
$9.74M +$1.21M +3,071 +14%
PWM
524
Perigon Wealth Management
California
$9.7M +$2.02M +5,123 +26%
MAS
525
Madden Advisory Services
Florida
$9.65M -$211K -535 -2%
19 20
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