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Vanguard S&P 500 ETF

1,653 hedge funds and large institutions have $76.5B invested in Vanguard S&P 500 ETF in 2020 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 690 increasing their positions, 485 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,653
Holders Change
+192
Holders Change %
+13.14%
% of All Funds
29.33%
Holding in Top 10
374
Holding in Top 10 Change
+50
Holding in Top 10 Change %
+15.43%
% of All Funds
6.64%
New
275
Increased
690
Reduced
485
Closed
61
Calls
$333M
Puts
$334M
Net Calls
-$782K
Net Calls Change
-$63.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
601
Camarda Financial Advisors
Florida
$5.48M -$2.95M -8,580 -35%
WEPOG
602
Wealth Enhancement & Preservation of GA
Georgia
$5.48M -$3.74M -10,894 -41%
HTC
603
Haverford Trust Company
Pennsylvania
$5.46M +$57.4K +167 +1%
LGWM
604
Litman Gregory Wealth Management
California
$5.44M -$1.14M -3,307 -17%
HAC
605
Harbor Advisory Corp
New Hampshire
$5.44M -$280K -815 -5%
PAG
606
Pinnacle Advisory Group
Maryland
$5.42M -$84.9K -247 -2%
MGIA
607
Moneta Group Investment Advisors
Missouri
$5.38M +$275K +801 +5%
ECM
608
Evergreen Capital Management
Washington
$5.37M -$383K -1,114 -7%
DA
609
Detalus Advisors
Missouri
$5.35M +$45.7K +133 +0.9%
BW
610
Bison Wealth
Georgia
$5.34M +$573K +1,668 +12%
MFGP
611
Marshall Financial Group (Pennsylvania)
Pennsylvania
$5.33M +$1.16M +3,384 +28%
Principal Financial Group
612
Principal Financial Group
Iowa
$5.29M +$353K +1,026 +7%
CFGS
613
Concourse Financial Group Securities
Alabama
$5.26M -$109K -416 -2%
DDC
614
DF Dent & Co
Maryland
$5.21M -$244K -710 -4%
NWA
615
Navis Wealth Advisors
New York
$5.12M +$5.12M +14,900 New
NG
616
Northstar Group
New York
$5.12M +$241K +701 +5%
EP
617
Eudaimonia Partners
Tennessee
$5.11M +$989K +2,879 +24%
CCM
618
Ciovacco Capital Management
Georgia
$5.1M +$5.1M +14,825 New
BG
619
Berry Group
Massachusetts
$5.09M +$360K +1,049 +8%
KCM
620
Karp Capital Management
California
$5.06M -$357K -1,039 -7%
BAM
621
Belpointe Asset Management
Nevada
$5.02M +$30.2K +88 +0.6%
WWM
622
Windsor Wealth Management
Indiana
$4.96M -$16.5K -48 -0.3%
BCI
623
Brinker Capital Investments
Pennsylvania
$4.95M -$7.66M -22,301 -61%
AFAS
624
Acorn Financial Advisory Services
Virginia
$4.9M +$743K +2,162 +18%
KTC
625
Kistler-Tiffany Companies
Pennsylvania
$4.89M +$624K +1,815 +15%