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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 %
WWM
701
Windsor Wealth Management
Indiana
$4.63M -$909K -2,310 -16%
IFWM
702
Institute for Wealth Management
Colorado
$4.57M -$92.9K -236 -2%
Kovitz Investment Group Partners
703
Kovitz Investment Group Partners
Illinois
$4.57M
FHB
704
First Hawaiian Bank
Hawaii
$4.56M -$63.4K -161 -1%
ACI
705
Alpha Cubed Investments
California
$4.55M +$248K +629 +6%
MA
706
Montag & Associates
Georgia
$4.54M +$83.4K +212 +2%
OIS
707
Okabena Investment Services
Minnesota
$4.52M
LPT
708
Legacy Private Trust
Wisconsin
$4.51M -$27.2K -69 -0.6%
C
709
Clearshares
New York
$4.5M +$55.9K +142 +1%
FFH
710
Fairfax Financial Holdings
Ontario, Canada
$4.45M +$4.45M +11,313 New
VCM
711
Vivaldi Capital Management
Illinois
$4.43M +$80.8K +197 +2%
MHIC
712
Marble Harbor Investment Counsel
Massachusetts
$4.42M +$748K +1,900 +20%
GA
713
GoalVest Advisory
New York
$4.39M +$2.14M +5,429 +95%
CFO
714
Collective Family Office
Pennsylvania
$4.38M +$27.9K +71 +0.6%
ACM
715
Azimuth Capital Management
Michigan
$4.38M -$100K -255 -2%
NCG
716
Newport Capital Group
New Jersey
$4.38M -$9.87M -25,087 -69%
CA
717
Crumly & Associates
Illinois
$4.35M -$175K -444 -4%
AIC
718
Ameritas Investment Company
Nebraska
$4.34M -$5.65M -10,776 -57%
DOA
719
D'Orazio & Associates
Virginia
$4.33M +$35.4K +90 +0.8%
Fidelity International
720
Fidelity International
Bermuda
$4.33M +$3.11M +7,900 +255%
AWM
721
Altavista Wealth Management
North Carolina
$4.28M -$180K -458 -4%
FTUS
722
Flow Traders U.S.
New York
$4.28M +$4.28M +10,880 New
BONH
723
Bank of New Hampshire
New Hampshire
$4.28M +$4.28M +10,874 New
MCM
724
MAI Capital Management
Ohio
$4.28M +$861K +2,187 +25%
TIA
725
Traphagen Investment Advisors
New Jersey
$4.21M +$50.4K +128 +1%