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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 %
CIA
876
Choate Investment Advisors
Massachusetts
$698K +$12.8K +54 +2%
PMG
877
ProVise Management Group
Florida
$697K +$35.3K +149 +5%
TL
878
TrueWealth LLC
Georgia
$695K +$453K +1,914 +188%
WLPWM
879
Walled Lake Planning & Wealth Management
Illinois
$691K +$691K +2,918 New
DSC
880
Duncker Streett & Co
Missouri
$683K +$710 +3 +0.1%
WCA
881
Windsor Creek Advisors
Vermont
$681K -$238K -1,006 -26%
NFG
882
Nations Financial Group
Iowa
$681K +$176K +742 +35%
VCM
883
Violich Capital Management
California
$680K +$58.7K +248 +9%
GAM
884
Griffin Asset Management
New York
$679K +$46K +194 +7%
TPA
885
Trivium Point Advisory
Connecticut
$679K +$269K +1,067 +66%
VCAM
886
Van Cleef Asset Management
Ohio
$675K -$7.34K -31 -1%
HFA
887
Hoover Financial Advisors
Pennsylvania
$675K +$12.1K +51 +2%
AW
888
ACG Wealth
Georgia
$668K +$87.4K +369 +15%
SBIA
889
Sheaff Brock Investment Advisors
Indiana
$666K +$151K +637 +29%
EP
890
Eudaimonia Partners
Tennessee
$664K +$442K +1,865 +199%
MIG
891
McGuire Investment Group
Rhode Island
$654K -$33.4K -141 -5%
PSUF
892
People's United Financial
Connecticut
$649K -$30.3K -128 -4%
PAM
893
Private Asset Management
California
$649K +$2.61K +11 +0.4%
YWP
894
YorkBridge Wealth Partners
New York
$647K -$210K -886 -24%
LRIA
895
Leonard Rickey Investment Advisors
Washington
$647K +$197K +832 +44%
AFAS
896
Acorn Financial Advisory Services
Virginia
$646K +$646K +2,730 New
ATIA
897
American Trust Investment Advisors
New Hampshire
$641K +$20.8K +88 +3%
Kayne Anderson Rudnick Investment Management
898
Kayne Anderson Rudnick Investment Management
California
$639K -$473 -2 -0.1%
WIA
899
World Investment Advisors
California
$638K -$2.27M -9,596 -78%
RWA
900
River Wealth Advisors
Pennsylvania
$633K -$21.5K -91 -3%