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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 %
SWM
526
Southern Wealth Management
Texas
$13.3M -$1.42M -3,250 -10%
LFA
527
Landmark Financial Advisors
Kentucky
$13.2M +$114K +260 +0.9%
KW
528
KWB Wealth
California
$13.2M -$288K -659 -2%
MWM
529
Moulton Wealth Management
Washington
$13.2M -$243K -554 -2%
BL
530
Balentine LLC
Georgia
$13.2M -$131K -299 -1%
CA
531
CSM Advisors
Pennsylvania
$13M -$105K -240 -0.8%
BAM
532
Brave Asset Management
New Jersey
$13M +$155K +355 +1%
F4L
533
Fortune 45 LLC
Louisiana
$13M +$13M +29,675 New
PA
534
PFG Advisors
Arizona
$12.9M +$33.2K +76 +0.3%
SC
535
Schoolcraft Capital
Colorado
$12.8M +$296K +677 +2%
VF
536
Virtu Financial
New York
$12.8M +$12.8M +29,347 New
CAG
537
Crestwood Advisors Group
Massachusetts
$12.7M -$39.7K -91 -0.3%
WG
538
Welch Group
Alabama
$12.6M +$2.07M +4,744 +20%
PLU
539
Performa Ltd (US)
South Carolina
$12.5M +$717K +1,643 +6%
Millennium Management
540
Millennium Management
New York
$12.4M +$12.4M +28,473 New
SWA
541
Stratos Wealth Advisors
Ohio
$12.4M +$1.99M +4,547 +19%
CBB
542
Citizens Business Bank
California
$12.4M -$159K -365 -1%
PB
543
Pinnacle Bancorp
Nebraska
$12.4M +$1.03M +2,348 +9%
SLT
544
St Louis Trust
Missouri
$12.3M +$804K +1,841 +7%
EWA
545
EP Wealth Advisors
California
$12.3M +$4.21M +9,641 +52%
SW
546
SteelPeak Wealth
California
$12.1M +$11.4M +26,112 +1,596%
VVP
547
Venture Visionary Partners
Ohio
$12.1M +$500K +1,104 +4%
AWM
548
Apollon Wealth Management
South Carolina
$12.1M +$3.03M +6,946 +34%
CFA
549
CWS Financial Advisors
Michigan
$12M +$12M +27,530 New
PCM
550
Piedmont Capital Management
Montana
$12M +$349K +799 +3%