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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 %
TFS
801
Thoroughbred Financial Services
Tennessee
$2.39M +$61.9K +180 +3%
KCM
802
Kornitzer Capital Management
Kansas
$2.39M
LFF
803
Level Four Financial
Texas
$2.39M +$2.39M +6,954 New
DWM
804
Dakota Wealth Management
Florida
$2.37M -$236K -688 -9%
SW
805
SkyOak Wealth
Michigan
$2.36M -$3.78K -11 -0.2%
JGIA
806
Jackson Grant Investment Advisers
Connecticut
$2.36M +$53.3K +155 +2%
AJ
807
Ashburton (Jersey)
Jersey
$2.35M -$80.8K -235 -3%
FWA
808
FOCUS Wealth Advisors
Texas
$2.35M +$2.35M +6,837 New
NWS
809
Newport Wealth Strategies
California
$2.35M
HWM
810
Hemington Wealth Management
Virginia
$2.34M +$2.34M +6,818 New
EFS
811
Essex Financial Services
Connecticut
$2.33M +$172K +499 +8%
CT
812
Coastline Trust
Rhode Island
$2.32M -$55K -160 -2%
MWA
813
Martel Wealth Advisors
Washington
$2.31M +$320K +930 +16%
SF
814
Summit Financial
New Jersey
$2.31M +$2.31M +6,720 New
PWW
815
Pettyjohn Wood & White
Virginia
$2.3M +$36.8K +107 +2%
BA
816
Bristlecone Advisors
Washington
$2.29M
DWM
817
Doyle Wealth Management
Florida
$2.28M -$5.5K -16 -0.2%
MSFS
818
Main Street Financial Solutions
Pennsylvania
$2.28M +$2.28M +6,622 New
C
819
Certuity
Florida
$2.27M +$1.73M +6,067 +319%
VDI
820
Vaughan David Investments
Illinois
$2.27M +$1.73M +5,020 +318%
TCM
821
Traynor Capital Management
Pennsylvania
$2.25M -$48.1K -140 -2%
ESB
822
Essex Savings Bank
Connecticut
$2.23M -$15.5K -45 -0.7%
FP
823
Financial Perspectives
Minnesota
$2.22M +$391K +1,138 +21%
MMPW
824
Mitchell McLeod Pugh & Williams
Alabama
$2.2M -$739K -2,152 -25%
ISL
825
Ingalls & Snyder LLC
New York
$2.2M +$14.1K +41 +0.6%