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Vanguard S&P 500 ETF
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Overview Fund Activity

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

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$526M
2
Franklin Resources
Franklin Resources
California
+$217M
3
STA
Summit Trail Advisors
New York
+$182M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$171M
5
EVM
Eaton Vance Management
Massachusetts
+$167M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$7.8B
2
APF
Alaska Permanent Fund
Alaska
-$991M
3
PPA
Parametric Portfolio Associates
Washington
-$818M
4
EMPI
Elo Mutual Pension Insurance
Finland
-$673M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
-$268M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank Julius Baer & Co
776
Bank Julius Baer & Co
Switzerland
$2.67M +$1.12M +3,257 +72%
JIC
777
Johnson Investment Counsel
Ohio
$2.67M +$376K +1,094 +16%
RIA
778
Regal Investment Advisors
Michigan
$2.63M +$2.63M +7,639 New
IIC
779
Integrated Investment Consultants
Michigan
$2.62M +$322K +936 +14%
WT
780
Whittier Trust
California
$2.62M +$256K +745 +11%
S
781
Surevest
California
$2.6M +$42.6K +124 +2%
FPCM
782
Financial Partners Capital Management
New York
$2.58M +$682K +1,983 +36%
SWM
783
Stockman Wealth Management
Montana
$2.58M -$10.7K -31 -0.4%
GSIS
784
Global Strategic Investment Solutions
Arizona
$2.57M – – –
JIC
785
Joel Isaacson & Co
New York
$2.54M +$81.8K +238 +3%
CIM
786
Contravisory Investment Management
Massachusetts
$2.54M – – –
TFA
787
Teamwork Financial Advisors
Texas
$2.52M -$25.1K -73 -1%
EDRH
788
Edmond de Rothschild Holding
Switzerland
$2.52M +$495K +1,440 +24%
KA
789
Klingman & Associates
New York
$2.5M +$22K +64 +0.9%
PWMAG
790
Pinnacle Wealth Management Advisory Group
New Jersey
$2.5M – – –
NL
791
NWAM LLC
Washington
$2.47M – – –
CS
792
Cannell & Spears
New York
$2.46M +$355K +1,034 +17%
PAM
793
Palisade Asset Management
Minnesota
$2.46M – – –
BCM
794
Brookstone Capital Management
Illinois
$2.46M -$10.1M -29,342 -80%
FHC
795
First Heartland Consultants
Missouri
$2.45M +$180K +525 +8%
ACM
796
Alamar Capital Management
California
$2.44M +$2.44M +7,095 New
IC
797
Iconiq Capital
California
$2.43M – – –
AWM
798
Avondale Wealth Management
Texas
$2.42M – – –
BSG
799
Black Swift Group
Colorado
$2.4M +$120K +349 +5%
EWP
800
Engrave Wealth Partners
Texas
$2.4M +$2.4M +6,879 New
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