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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 %
NB
576
NBT Bank
New York
$11.2M
KAH
577
Kathryn A. Hall
$11M
ARC
578
Advisor Resource Council
Texas
$11M +$10.3M +23,600 +1,478%
GIA
579
Gladstone Institutional Advisory
Florida
$11M +$1.79M +4,109 +20%
MW
580
Marcum Wealth
Ohio
$11M -$250K -572 -2%
K
581
Kemper
Illinois
$11M -$8.32M -19,051 -43%
WI
582
Wintrust Investments
Illinois
$11M +$54.1K +124 +0.5%
MAS
583
Madden Advisory Services
Florida
$10.9M +$278K +637 +3%
BSB
584
Bangor Savings Bank
Maine
$10.8M
JCM
585
Jacobi Capital Management
Pennsylvania
$10.8M +$273K +625 +3%
CCP
586
Clarkston Capital Partners
Michigan
$10.7M +$13.5K +31 +0.1%
KWM
587
Kingsview Wealth Management
Oregon
$10.7M +$362K +829 +4%
BC
588
Brio Consultants
California
$10.7M +$600K +1,374 +6%
RCIM
589
Red Cedar Investment Management
Michigan
$10.7M +$303K +695 +3%
FAB
590
First American Bank
Illinois
$10.6M +$279K +640 +3%
BBPWM
591
Blue Bell Private Wealth Management
Pennsylvania
$10.6M -$1.19M -2,728 -10%
FSCM
592
Front Street Capital Management
Montana
$10.4M +$743K +1,702 +8%
FMC
593
Financial Management Concepts
Florida
$10.4M +$8.01M +18,335 +341%
HC
594
HNP Capital
New York
$10.3M -$1.51M -3,450 -13%
SWM
595
Spire Wealth Management
Virginia
$10.3M +$1.43M +3,281 +16%
WB
596
WesBanco Bank
West Virginia
$10.2M +$1.75M +4,012 +21%
TFP
597
TrueWealth Financial Partners
Washington
$10.2M +$10.2M +23,319 New
BTWM
598
Baker Tilly Wealth Management
Wisconsin
$10.1M +$9.22M +21,112 +996%
CIC
599
Carnegie Investment Counsel
Ohio
$10.1M -$151K -347 -1%
TA
600
TruWealth Advisors
Louisiana
$10.1M +$61.1K +140 +0.6%