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Vanguard S&P 500 ETF

1,461 hedge funds and large institutions have $75.9B invested in Vanguard S&P 500 ETF in 2020 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 602 increasing their positions, 537 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,461
Holders Change
+39
Holders Change %
+2.74%
% of All Funds
29.56%
Holding in Top 10
324
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+2.53%
% of All Funds
6.55%
New
116
Increased
602
Reduced
537
Closed
63
Calls
$312M
Puts
$249M
Net Calls
+$62.5M
Net Calls Change
+$42M
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
801
Destination Wealth Management
California
$1.65M -$242K -787 -13%
BWFA
802
Baltimore-Washington Financial Advisors
Maryland
$1.64M -$505K -1,642 -24%
GCA
803
Gradient Capital Advisors
California
$1.64M -$180K -586 -10%
FP
804
Financial Perspectives
Minnesota
$1.64M -$99.1K -322 -6%
SWM
805
Selective Wealth Management
Virginia
$1.63M +$1.43M +4,650 +723%
SLG
806
Stanley-Laman Group
Pennsylvania
$1.62M -$1.88M -6,099 -54%
AP
807
Advisor Partners
California
$1.58M
WIA
808
World Investment Advisors
California
$1.58M +$277K +896 +21%
RI
809
Ridgewood Investments
New Jersey
$1.57M +$570K +1,854 +57%
MWM
810
Minot Wealth Management
Massachusetts
$1.57M +$1.32M +4,282 +530%
TFA
811
Toth Financial Advisory
Virginia
$1.55M +$50.5K +164 +3%
BL
812
BFSG LLC
California
$1.55M -$1.9M -6,161 -55%
TW
813
Transform Wealth
Colorado
$1.55M -$343K -1,115 -18%
EWA
814
Evolution Wealth Advisors
Florida
$1.54M -$12.9K -42 -0.8%
RCA
815
Resonant Capital Advisors
Wisconsin
$1.54M -$36.1K -117 -2%
FCCM
816
First City Capital Management
Georgia
$1.54M +$600K +1,877 +64%
WCG
817
Weaver Consulting Group
California
$1.53M +$53.8K +175 +4%
VWA
818
V Wealth Advisors
Kansas
$1.52M -$7.93M -25,774 -84%
GVAG
819
Great Valley Advisor Group
Delaware
$1.51M +$638K +2,075 +73%
CF
820
Centaurus Financial
California
$1.5M -$1.04M -3,367 -41%
PWA
821
Physician Wealth Advisors
Utah
$1.49M -$150K -493 -9%
MWM
822
Modera Wealth Management
New Jersey
$1.49M +$796K +2,586 +114%
NAMP
823
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.49M +$108K +350 +8%
SYBT
824
Stock Yards Bank & Trust
Kentucky
$1.48M -$131K -425 -8%
SWM
825
SeaCrest Wealth Management
New York
$1.47M -$26.5K -86 -2%