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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 %
NEPWA
751
New England Private Wealth Advisors
Massachusetts
$2.92M +$12.7K +37 +0.4%
SFA
752
Sequoia Financial Advisors
Ohio
$2.91M +$95.2K +277 +3%
BWAM
753
Boyd Watterson Asset Management
Ohio
$2.89M
TCOO
754
Trust Company of Oklahoma
Oklahoma
$2.89M -$26.1K -76 -0.9%
MHIC
755
Marble Harbor Investment Counsel
Massachusetts
$2.86M -$103K -300 -3%
RIG
756
Roosevelt Investment Group
New York
$2.85M -$1.07M -3,111 -27%
Chevy Chase Trust
757
Chevy Chase Trust
Maryland
$2.84M -$219K -637 -7%
FPTW
758
Franklin, Parlapiano, Turner & Welch
Texas
$2.82M -$84.6K -246 -3%
CWP
759
CFM Wealth Partners
Texas
$2.82M -$222K -645 -7%
EGWAG
760
Elwood & Goetz Wealth Advisory Group
Georgia
$2.81M +$310K +903 +12%
SB
761
Strategic Blueprint
Georgia
$2.81M -$3.34M -9,718 -54%
CPFP
762
Clear Perspectives Financial Planning
Ohio
$2.8M +$2.8M +8,150 New
AP
763
Advisor Partners
California
$2.8M +$1.03M +3,004 +59%
SLG
764
Stanley-Laman Group
Pennsylvania
$2.8M +$991K +2,883 +55%
WPP
765
Whalerock Point Partners
Rhode Island
$2.79M +$1.93M +5,622 +225%
CSPIA
766
Cary Street Partners Investment Advisory
Virginia
$2.75M +$727K +2,116 +36%
MCA
767
Magnolia Capital Advisors
Mississippi
$2.75M +$49.8K +145 +2%
CAMG
768
CWA Asset Management Group
Florida
$2.72M +$797K +2,320 +41%
MCM
769
MAI Capital Management
Ohio
$2.71M +$2M +5,810 +279%
XWM
770
Xcel Wealth Management
Florida
$2.71M
RCA
771
Rowland Carmichael Advisors
Arizona
$2.7M +$28.5K +83 +1%
WDL
772
Well Done LLC
Michigan
$2.7M +$43K +125 +2%
PPP
773
Private Portfolio Partners
New Jersey
$2.69M +$85.6K +249 +3%
GFPC
774
Global Financial Private Client
Florida
$2.69M +$81.8K +238 +3%
PIA
775
Pinion Investment Advisors
Kansas
$2.67M -$215K -626 -7%