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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 %
HFG
551
Heron Financial Group
New York
$8.75M +$459K +1,165 +6%
EHC
552
Everett Harris & Co
California
$8.64M +$13.8K +35 +0.2%
WCFA
553
Walkner Condon Financial Advisors
Wisconsin
$8.6M +$236K +599 +3%
PFG
554
Pacific Financial Group
Washington
$8.53M -$247K -627 -3%
RT
555
Rockland Trust
Massachusetts
$8.43M -$2.28M -5,790 -21%
BWM
556
BCGM Wealth Management
Indiana
$8.43M -$342K -809 -4%
WFPG
557
Waller Financial Planning Group
Ohio
$8.41M -$222K -564 -3%
GD
558
Grandfield & Dodd
New York
$8.4M -$1.97K -5 -0%
PCG
559
Private Capital Group
Connecticut
$8.38M +$40K +101 +0.5%
PA
560
Parkside Advisors
California
$8.38M +$96.6K +244 +1%
American Century Companies
561
American Century Companies
Missouri
$8.36M -$39.4K -100 -0.5%
GIA
562
Gladstone Institutional Advisory
Florida
$8.31M +$3.02M +7,656 +57%
Principal Financial Group
563
Principal Financial Group
Iowa
$8.26M +$831K +2,106 +11%
LAS
564
Lloyd Advisory Services
Georgia
$8.25M -$583K -1,478 -7%
ECM
565
Evergreen Capital Management
Washington
$8.22M +$934K +2,369 +13%
AAMC
566
Asset Allocation & Management Company
Illinois
$8.21M -$3.52M -8,924 -30%
AC
567
Abbrea Capital
California
$8.21M +$149K +377 +2%
FFA
568
First Foundation Advisors
California
$8.2M -$210K -532 -2%
AWM
569
Apollon Wealth Management
South Carolina
$8.17M +$2.33M +5,917 +40%
FAIM
570
Financial Advocates Investment Management
Washington
$8.06M -$124K -315 -2%
EA
571
Elm Advisors
California
$8.06M +$238K +604 +3%
MAM
572
Marotta Asset Management
Virginia
$8.05M +$227K +576 +3%
COI
573
Connable Office Inc
Michigan
$7.99M +$67.8K +172 +0.9%
SWM
574
Spire Wealth Management
Virginia
$7.99M +$882K +2,235 +12%
FHA
575
Flagship Harbor Advisors
Massachusetts
$7.84M