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Vanguard S&P 500 ETF

1,738 hedge funds and large institutions have $103B invested in Vanguard S&P 500 ETF in 2021 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 792 increasing their positions, 537 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,738
Holders Change
+44
Holders Change %
+2.6%
% of All Funds
30.34%
Holding in Top 10
382
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.26%
% of All Funds
6.67%
New
136
Increased
792
Reduced
537
Closed
75
Calls
$452M
Puts
$1.46B
Net Calls
-$1.01B
Net Calls Change
-$975M
Name Holding Trade Value Shares
Change
Shares
Change %
AR
676
Advisory Research
Illinois
$5.15M
GFPC
677
Global Financial Private Client
Florida
$5.15M +$1.78M +4,500 +53%
WMG
678
WESCAP Management Group
California
$5.1M -$516K -1,312 -9%
SG Americas Securities
679
SG Americas Securities
New York
$5.09M +$152K +386 +3%
AWA
680
AmeriServ Wealth Advisors
Pennsylvania
$5.08M -$2.91M -7,396 -36%
PWS
681
Private Wealth Strategies
Ohio
$5.08M +$60.2K +153 +1%
AIM
682
Anchor Investment Management
South Carolina
$5.06M -$26K -66 -0.5%
CS
683
Comerica Securities
Michigan
$5M -$4.32M -10,943 -46%
MWM
684
Mission Wealth Management
California
$5M +$60.2K +153 +1%
DWT
685
Dorsey & Whitney Trust
South Dakota
$5M +$2.08M +5,292 +71%
NP
686
NorthRock Partners
Minnesota
$4.99M +$2.88M +7,320 +136%
Parallax Volatility Advisers
687
Parallax Volatility Advisers
California
$4.98M +$853K +2,169 +21%
GW
688
GW & Wade
Massachusetts
$4.93M +$3.93M +9,976 +391%
IIC
689
Integrated Investment Consultants
Michigan
$4.86M +$1.61M +4,099 +50%
MFA
690
Mayflower Financial Advisors
Massachusetts
$4.85M +$106K +270 +2%
RWA
691
Ropes Wealth Advisors
Massachusetts
$4.83M -$7.87K -20 -0.2%
AIM
692
AMI Investment Management
Indiana
$4.82M +$60.6K +154 +1%
SIA
693
Stegner Investment Associates
Kentucky
$4.8M
MWM
694
Meridian Wealth Management
Kentucky
$4.78M +$1.72M +4,360 +56%
GWM
695
Greenwich Wealth Management
Connecticut
$4.76M +$144K +365 +3%
ZIG
696
Zuckerman Investment Group
Illinois
$4.75M +$1.9M +4,826 +67%
CF
697
Centaurus Financial
California
$4.75M +$1.22M +3,089 +34%
HCM
698
Howland Capital Management
Massachusetts
$4.71M +$93.3K +237 +2%
PFGIA
699
Patriot Financial Group Insurance Agency
Massachusetts
$4.68M +$71.6K +182 +2%
FI
700
Fosun International
China
$4.65M