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Vanguard S&P 500 ETF

1,790 hedge funds and large institutions have $108B invested in Vanguard S&P 500 ETF in 2021 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 834 increasing their positions, 548 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,790
Holders Change
+52
Holders Change %
+2.99%
% of All Funds
31.44%
Holding in Top 10
391
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+2.36%
% of All Funds
6.87%
New
128
Increased
834
Reduced
548
Closed
51
Calls
$285M
Puts
$1.11B
Net Calls
-$829M
Net Calls Change
+$184M
Name Holding Trade Value Shares
Change
Shares
Change %
CCP
526
Clarkston Capital Partners
Michigan
$9.65M +$59.9K +152 +0.6%
MAS
527
Madden Advisory Services
Florida
$9.56M -$110K -279 -1%
WG
528
Welch Group
Alabama
$9.52M
JCM
529
Jacobi Capital Management
Pennsylvania
$9.48M -$926K -2,347 -9%
SWA
530
Stratos Wealth Advisors
Ohio
$9.43M +$2.38M +6,035 +34%
BHB
531
Bank Hapoalim BM
Israel
$9.37M +$9.02M +22,876 +2,629%
RCIM
532
Red Cedar Investment Management
Michigan
$9.36M +$1.98M +5,010 +27%
FAB
533
First American Bank
Illinois
$9.35M +$309K +783 +3%
VFA
534
Valeo Financial Advisors
Indiana
$9.34M +$1.16M +2,935 +14%
KWM
535
Kingsview Wealth Management
Oregon
$9.32M +$635K +1,611 +7%
CIC
536
Carnegie Investment Counsel
Ohio
$9.29M +$84.8K +215 +0.9%
Bank Julius Baer & Co
537
Bank Julius Baer & Co
Switzerland
$9.29M +$1.55M +3,919 +20%
SWM
538
Soundmark Wealth Management
Washington
$9.28M +$1.86M +4,706 +25%
NR
539
Newfound Research
Massachusetts
$9.22M +$4M +10,148 +77%
ZCM
540
Ziegler Capital Management
Illinois
$9.2M +$26.4K +67 +0.3%
BC
541
Brio Consultants
California
$9.09M +$328K +832 +4%
RPC
542
Rossmore Private Capital
Connecticut
$9.05M -$48.9K -124 -0.5%
TA
543
TruWealth Advisors
Louisiana
$9.03M +$290K +735 +3%
WEPOG
544
Wealth Enhancement & Preservation of GA
Georgia
$8.99M +$8.99M +22,794 New
AF
545
Affiance Financial
Minnesota
$8.99M -$31.2K -79 -0.3%
FWM
546
Foresight Wealth Management
Utah
$8.93M -$189K -479 -2%
MFA
547
McClarren Financial Advisors
Pennsylvania
$8.91M -$226K -572 -2%
Lido Advisors
548
Lido Advisors
California
$8.9M -$163K -413 -2%
CCM
549
Ciovacco Capital Management
Georgia
$8.87M +$77.3K +196 +0.9%
FSCM
550
Front Street Capital Management
Montana
$8.76M +$1.18M +3,001 +16%