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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 %
IFA
776
Interactive Financial Advisors
Illinois
$5.44M -$1.35M -3,101 -20%
SAM
777
Silverhawk Asset Management
Arizona
$5.43M +$5.43M +12,439 New
CWS
778
Cypress Wealth Services
California
$5.41M -$289K -661 -5%
SCM
779
SevenOneSeven Capital Management
Pennsylvania
$5.4M +$748K +1,713 +16%
CFO
780
Collective Family Office
Pennsylvania
$5.39M -$17.9K -41 -0.3%
SL
781
Stevard LLC
Illinois
$5.38M -$44.5K -102 -0.8%
ZIG
782
Zuckerman Investment Group
Illinois
$5.38M +$84.7K +194 +2%
FHB
783
First Hawaiian Bank
Hawaii
$5.37M -$90.4K -207 -2%
WW
784
Waterfront Wealth
Kansas
$5.31M -$613K -1,404 -10%
MA
785
Montag & Associates
Georgia
$5.22M +$487K +1,116 +10%
BIP
786
Blueprint Investment Partners
North Carolina
$5.17M +$5.17M +11,849 New
FI
787
Fosun International
China
$5.16M
VCM
788
Viewpoint Capital Management
Washington
$5.16M +$5.16M +11,811 New
Chevy Chase Trust
789
Chevy Chase Trust
Maryland
$5.14M -$516K -1,182 -9%
EGWAG
790
Elwood & Goetz Wealth Advisory Group
Georgia
$5.13M +$534K +1,224 +12%
OIS
791
Okabena Investment Services
Minnesota
$5.12M -$234K -537 -4%
RIA
792
Regal Investment Advisors
Michigan
$5.1M +$410K +939 +9%
SWM
793
Selective Wealth Management
Virginia
$5.08M +$2.05M +4,699 +68%
ES
794
Eagle Strategies
New York
$5.07M +$5.07M +11,620 New
EFA
795
Evernest Financial Advisors
Indiana
$5.06M +$5.06M +10,981 New
GWM
796
Greenwich Wealth Management
Connecticut
$5.04M +$227K +520 +5%
SLG
797
Stanley-Laman Group
Pennsylvania
$5M +$1.98M +4,547 +66%
VWA
798
Visionary Wealth Advisors
Illinois
$4.98M +$112K +257 +2%
UB
799
UMB Bank
Missouri
$4.97M +$3.37M +7,716 +210%
CA
800
Crumly & Associates
Illinois
$4.93M -$513K -1,249 -9%