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Vanguard S&P 500 ETF

1,461 hedge funds and large institutions have $75.9B invested in Vanguard S&P 500 ETF in 2020 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 602 increasing their positions, 537 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,461
Holders Change
+39
Holders Change %
+2.74%
% of All Funds
29.56%
Holding in Top 10
324
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+2.53%
% of All Funds
6.55%
New
116
Increased
602
Reduced
537
Closed
63
Calls
$312M
Puts
$249M
Net Calls
+$62.5M
Net Calls Change
+$42M
Name Holding Trade Value Shares
Change
Shares
Change %
RCA
701
Rowland Carmichael Advisors
Arizona
$2.39M -$186K -604 -7%
PIA
702
Pinion Investment Advisors
Kansas
$2.38M
WDL
703
Well Done LLC
Michigan
$2.38M -$36.9K -120 -2%
BAM
704
Brave Asset Management
New Jersey
$2.36M -$81.8K -266 -3%
NWS
705
Newport Wealth Strategies
California
$2.36M +$313K +1,010 +15%
RA
706
RFG Advisory
Alabama
$2.36M -$351K -1,140 -13%
GFPC
707
Global Financial Private Client
Florida
$2.35M +$52K +168 +2%
PPP
708
Private Portfolio Partners
New Jersey
$2.33M +$91.4K +297 +4%
DWM
709
Dakota Wealth Management
Florida
$2.33M -$234K -762 -9%
PMG
710
ProVise Management Group
Florida
$2.33M -$348K -1,131 -13%
SWM
711
Stockman Wealth Management
Montana
$2.32M -$30.8K -100 -1%
IWM
712
IHT Wealth Management
Illinois
$2.32M +$761K +2,473 +49%
CFA
713
Carroll Financial Associates
North Carolina
$2.31M +$1.37M +4,441 +145%
GSIS
714
Global Strategic Investment Solutions
Arizona
$2.3M
NDSI
715
Newman Dignan & Sheerar Inc
Rhode Island
$2.3M +$182K +592 +9%
S
716
Surevest
California
$2.29M +$44.6K +145 +2%
TFA
717
Teamwork Financial Advisors
Texas
$2.28M -$704K -2,288 -24%
CIM
718
Contravisory Investment Management
Massachusetts
$2.27M +$53.8K +175 +2%
PFBT
719
Parkside Financial Bank & Trust
Missouri
$2.24M +$29.2K +95 +1%
PFA
720
Paradigm Financial Advisors
Missouri
$2.24M -$612K -1,991 -21%
EGWAG
721
Elwood & Goetz Wealth Advisory Group
Georgia
$2.24M +$2.24M +7,284 New
PWMAG
722
Pinnacle Wealth Management Advisory Group
New Jersey
$2.24M -$334K -1,087 -13%
CWM
723
Connecticut Wealth Management
Connecticut
$2.22M +$2.22M +7,228 New
KA
724
Klingman & Associates
New York
$2.22M -$7.08K -23 -0.3%
NL
725
NWAM LLC
Washington
$2.21M -$157K -509 -7%