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Vanguard S&P 500 ETF
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Overview Fund Activity

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

Top Buyers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
+$3.7B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$791M
3
Morgan Stanley
Morgan Stanley
New York
+$487M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$481M
5
APF
Alaska Permanent Fund
Alaska
+$329M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$11.6B
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$487M
3
Wells Fargo
Wells Fargo
California
-$366M
4
SMFG
Sumitomo Mitsui Financial Group
Japan
-$298M
5
IUHSA
Itau Unibanco Holding S.A.
Brazil
-$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank Julius Baer & Co
626
Bank Julius Baer & Co
Switzerland
$9.25M -$1.04M -2,378 -10%
AWM
627
Activest Wealth Management
Florida
$9.2M +$1.33M +3,049 +17%
PCG
628
Private Capital Group
Connecticut
$9.16M -$82.9K -190 -0.9%
CWA
629
Consilio Wealth Advisors
Washington
$9.15M +$9.15M +20,963 New
Lido Advisors
630
Lido Advisors
California
$9.05M -$805K -1,845 -8%
OLVIG
631
Oliver Lagore Vanvalin Investment Group
Michigan
$9.03M +$9.03M +20,680 New
LAS
632
Lloyd Advisory Services
Georgia
$9M -$124K -285 -1%
MFGP
633
Marshall Financial Group (Pennsylvania)
Pennsylvania
$8.97M +$297K +681 +3%
GWANC
634
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.93M +$8.93M +20,445 New
EA
635
Elm Advisors
California
$8.81M -$105K -240 -1%
MAM
636
Marotta Asset Management
Virginia
$8.81M -$105K -240 -1%
BWM
637
BCGM Wealth Management
Indiana
$8.8M +$82.9K +190 +1%
HTC
638
Haverford Trust Company
Pennsylvania
$8.72M +$1.38M +3,153 +19%
BTW
639
Boston Trust Walden
Massachusetts
$8.67M +$69.8K +160 +0.8%
ACM
640
AlphaStar Capital Management
North Carolina
$8.66M -$5.17M -12,025 -37%
FAIM
641
Financial Advocates Investment Management
Washington
$8.65M -$278K -636 -3%
COI
642
Connable Office Inc
Michigan
$8.64M -$208K -477 -2%
FFA
643
First Foundation Advisors
California
$8.61M -$470K -1,076 -5%
SC
644
Siena Capital
Ohio
$8.57M +$8.57M +19,627 New
JEST
645
JTC Employer Solutions Trustee
Jersey
$8.57M – – –
FA
646
Fermata Advisors
California
$8.52M -$4.16M -9,525 -33%
PTC
647
Private Trust Company
Ohio
$8.5M +$1.37M +3,139 +19%
Cohen & Steers
648
Cohen & Steers
New York
$8.48M – – –
PA
649
Pinnacle Associates
New York
$8.45M +$75.5K +173 +0.9%
CFC
650
Coyle Financial Counsel
Illinois
$8.43M +$48.9K +112 +0.6%
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