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Vanguard S&P 500 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
IFS
751
Intelligent Financial Strategies
Minnesota
$5.85M +$5.85M +13,407 New
PWS
752
Private Wealth Strategies
Ohio
$5.79M +$138K +315 +2%
GEM
753
Global Endowment Management
North Carolina
$5.77M -$17K -39 -0.3%
AIA
754
Alera Investment Advisors
Illinois
$5.76M -$65.5K -150 -1%
B
755
Bailard
California
$5.75M -$62K -142 -1%
SVWAG
756
Sound View Wealth Advisors Group
Georgia
$5.75M +$1.14M +2,614 +25%
HCM
757
Howland Capital Management
Massachusetts
$5.72M +$512K +1,173 +10%
AR
758
Advisory Research
Illinois
$5.71M
NW
759
NewEdge Wealth
Pennsylvania
$5.69M +$5.29M +12,108 +1,312%
FNC
760
First National Corp
Massachusetts
$5.68M +$406K +929 +8%
MFA
761
Mayflower Financial Advisors
Massachusetts
$5.67M +$330K +757 +6%
SB
762
Strategic Blueprint
Georgia
$5.64M +$1.17M +2,678 +26%
MHIC
763
Marble Harbor Investment Counsel
Massachusetts
$5.62M +$370K +847 +7%
CB
764
Cadence Bank
Mississippi
$5.62M -$524K -1,200 -9%
BCIM
765
Bishop & Co Investment Management
Pennsylvania
$5.61M +$4.33M +9,916 +337%
PFM
766
Probabilities Fund Management
New York
$5.59M -$598K -1,370 -10%
WWM
767
Windsor Wealth Management
Indiana
$5.58M +$268K +610 +5%
GW
768
GW & Wade
Massachusetts
$5.55M -$51.5K -118 -0.9%
AIM
769
AMI Investment Management
Indiana
$5.52M +$154K +352 +3%
MTWM
770
Masso Torrence Wealth Management
New Jersey
$5.51M +$5.51M +12,623 New
H
771
HoyleCohen
California
$5.49M +$110K +253 +2%
MWM
772
Meridian Wealth Management
Kentucky
$5.47M +$715K +1,637 +15%
HA
773
Harfst & Associates
Wyoming
$5.44M -$312K -715 -5%
SG Americas Securities
774
SG Americas Securities
New York
$5.44M -$147K -336 -3%
Citadel Advisors
775
Citadel Advisors
Florida
$5.44M -$17.9M -41,049 -77%