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Vanguard S&P 500 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
501
Professional Financial Advisors
Nebraska
$14.3M -$1.94M -4,454 -12%
FFC
502
First Financial Corp
Indiana
$14.3M +$184K +422 +1%
MWC
503
MBM Wealth Consultants
Missouri
$14.3M +$1.27M +2,920 +10%
CPA
504
Clear Perspective Advisors
Illinois
$14.2M -$283K -648 -2%
AP
505
Adero Partners
California
$14.2M +$173K +396 +1%
KPWS
506
Kestra Private Wealth Services
Texas
$14M +$221K +506 +2%
EWA
507
EverSource Wealth Advisors
Alabama
$14M +$14M +32,152 New
IDA
508
Intelligence Driven Advisers
California
$14M +$14M +35,106 New
HPWM
509
High Pines Wealth Management
Massachusetts
$13.8M -$3.85M -8,815 -22%
BC
510
Burney Company
Virginia
$13.8M +$50.6K +116 +0.4%
SC
511
Saiph Capital
New Jersey
$13.8M +$13.8M +31,504 New
ASN
512
Advisory Services Network
Georgia
$13.7M -$336K -770 -2%
NRI
513
NFP Retirement Inc
California
$13.7M -$42.8K -98 -0.3%
MA
514
Mutual Advisors
Nebraska
$13.7M +$680K +1,558 +5%
MWM
515
Madison Wealth Management
Ohio
$13.7M +$341K +780 +3%
HKIMG
516
Hutchens & Kramer Investment Management Group
Indiana
$13.7M +$13.7M +32,950 New
COCM
517
Charter Oak Capital Management
New Hampshire
$13.6M -$189K -432 -1%
ICG
518
InterOcean Capital Group
Tennessee
$13.6M -$31K -71 -0.2%
TW
519
Transform Wealth
Colorado
$13.6M -$2.21M -5,058 -14%
BHB
520
Bank Hapoalim BM
Israel
$13.6M +$3.21M +7,350 +31%
STB
521
S&T Bank
Pennsylvania
$13.6M -$242K -554 -2%
AWE
522
Avidian Wealth Enterprises
Texas
$13.5M -$124K -283 -0.9%
GWA
523
Gibson Wealth Advisors
Texas
$13.4M +$13.4M +30,692 New
SEP
524
Southland Equity Partners
Missouri
$13.3M +$1.47M +3,358 +12%
ATC
525
Argent Trust Co
Tennessee
$13.3M +$234K +536 +2%