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Vanguard S&P 500 ETF

1,694 hedge funds and large institutions have $92.8B invested in Vanguard S&P 500 ETF in 2021 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 744 increasing their positions, 568 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,694
Holders Change
+41
Holders Change %
+2.48%
% of All Funds
29.83%
Holding in Top 10
381
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.87%
% of All Funds
6.71%
New
136
Increased
744
Reduced
568
Closed
79
Calls
$215M
Puts
$253M
Net Calls
-$37.9M
Net Calls Change
-$37.2M
Name Holding Trade Value Shares
Change
Shares
Change %
GSIS
801
Global Strategic Investment Solutions
Arizona
$2.72M
WT
802
Whittier Trust
California
$2.72M -$56.8K -156 -2%
DWT
803
Dorsey & Whitney Trust
South Dakota
$2.7M +$875K +2,401 +48%
JIC
804
Joel Isaacson & Co
New York
$2.69M
CIM
805
Contravisory Investment Management
Massachusetts
$2.69M
WLIM
806
White Lighthouse Investment Management
Massachusetts
$2.69M -$780K -2,140 -22%
CWP
807
CFM Wealth Partners
Texas
$2.68M -$306K -840 -10%
BWP
808
BSW Wealth Partners
Colorado
$2.66M -$1.72M -4,721 -39%
OWP
809
Obermeyer Wealth Partners
Colorado
$2.65M +$782K +2,146 +42%
TFA
810
Teamwork Financial Advisors
Texas
$2.64M -$26.6K -73 -1%
ZIG
811
Zuckerman Investment Group
Illinois
$2.64M +$1.93M +5,301 +271%
PWMAG
812
Pinnacle Wealth Management Advisory Group
New Jersey
$2.64M -$13.5K -37 -0.5%
VAS
813
Vestmark Advisory Solutions
Massachusetts
$2.64M -$568K -1,559 -18%
DWM
814
Dakota Wealth Management
Florida
$2.64M +$126K +345 +5%
PWW
815
Pettyjohn Wood & White
Virginia
$2.63M +$199K +547 +8%
PAM
816
Palisade Asset Management
Minnesota
$2.6M -$9.84K -27 -0.4%
FHC
817
First Heartland Consultants
Missouri
$2.6M -$2.55K -7 -0.1%
IC
818
Iconiq Capital
California
$2.58M
MFWM
819
Motley Fool Wealth Management
Virginia
$2.57M -$836K -2,295 -25%
AWM
820
Avondale Wealth Management
Texas
$2.56M
AS
821
Altshuler Shaham
Israel
$2.56M +$2.56M +7,020 New
PAM
822
Private Asset Management
California
$2.53M +$729K +2,000 +40%
TFS
823
Thoroughbred Financial Services
Tennessee
$2.52M -$14.9K -41 -0.6%
AIS
824
American Investment Services
Massachusetts
$2.51M +$794K +2,179 +46%
HWM
825
Hemington Wealth Management
Virginia
$2.51M +$25.5K +70 +1%