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Vanguard S&P 500 ETF

1,334 hedge funds and large institutions have $54.2B invested in Vanguard S&P 500 ETF in 2020 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 648 increasing their positions, 411 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,334
Holders Change
-13
Holders Change %
-0.97%
% of All Funds
29.47%
Holding in Top 10
287
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+7.49%
% of All Funds
6.34%
New
135
Increased
648
Reduced
411
Closed
128
Calls
$155M
Puts
$369M
Net Calls
-$215M
Net Calls Change
-$62M
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
851
Summit Financial Strategies
Ohio
$765K +$296K +1,250 +63%
DWT
852
Dorsey & Whitney Trust
South Dakota
$764K -$92.4K -390 -11%
MFG
853
MidWestOne Financial Group
Iowa
$759K -$336K -1,419 -31%
1WA
854
180 Wealth Advisors
Washington
$756K +$289K +1,249 +62%
DCM
855
Disciplina Capital Management
Tennessee
$754K
AIM
856
Allen Investment Management
New York
$752K
VHAM
857
Van Hulzen Asset Management
California
$749K +$120K +505 +19%
PSP
858
Principal Street Partners
Tennessee
$743K +$3.55K +15 +0.5%
BAM
859
Barrett Asset Management
New York
$741K -$136K -575 -16%
RC
860
Rinet Company
Massachusetts
$739K +$97.6K +412 +15%
HB
861
Horizon Bancorp
Indiana
$734K
DI
862
DFPG Investments
Utah
$734K +$35.5K +139 +5%
CA
863
Crewe Advisors
Utah
$734K +$305K +1,289 +71%
CAI
864
Capital Advisors Inc
Oklahoma
$730K -$566K -2,390 -44%
GLLW
865
Graves Light Lenhart Wealth
Virginia
$730K +$82.2K +347 +13%
VDI
866
Vaughan David Investments
Illinois
$726K
LSA
867
Lion Street Advisors
Texas
$725K -$9.23K -39 -1%
CFA
868
Carroll Financial Associates
North Carolina
$725K +$311K +1,316 +75%
RMAM
869
Raab & Moskowitz Asset Management
New Jersey
$720K -$72.7K -307 -9%
BHWM
870
Bay Harbor Wealth Management
Maryland
$720K -$32.2K -136 -4%
CAAS
871
Capital Asset Advisory Services
Michigan
$708K -$215K -830 -23%
PWAG
872
Polaris Wealth Advisory Group
California
$704K +$704K +2,974 New
SFA
873
Semmax Financial Advisors
North Carolina
$703K -$5.92K -25 -0.8%
LCAM
874
London & Capital Asset Management
United Kingdom
$701K
TWA
875
TCI Wealth Advisors
Arizona
$699K +$474K +2,001 +211%