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Vanguard S&P 500 ETF

2,103 hedge funds and large institutions have $116B invested in Vanguard S&P 500 ETF in 2021 Q4 according to their latest regulatory filings, with 415 funds opening new positions, 906 increasing their positions, 517 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,103
Holders Change
+313
Holders Change %
+17.49%
% of All Funds
32.48%
Holding in Top 10
461
Holding in Top 10 Change
+70
Holding in Top 10 Change %
+17.9%
% of All Funds
7.12%
New
415
Increased
906
Reduced
517
Closed
74
Calls
$585M
Puts
$2.66B
Net Calls
-$2.08B
Net Calls Change
-$1.25B
Name Holding Trade Value Shares
Change
Shares
Change %
WLIM
876
White Lighthouse Investment Management
Massachusetts
$3.86M +$273K +625 +8%
RI
877
Ridgewood Investments
New Jersey
$3.82M +$98.2K +225 +3%
PFA
878
Pure Financial Advisors
California
$3.81M +$2.37M +5,429 +164%
DAS
879
Dynamic Advisor Solutions
Arizona
$3.81M +$1.49M +3,402 +64%
YWS
880
Yarger Wealth Strategies
Ohio
$3.8M +$3.8M +8,698 New
SFA
881
Sequoia Financial Advisors
Ohio
$3.78M +$2.61M +5,971 +221%
KA
882
Klingman & Associates
New York
$3.78M +$217K +497 +6%
KC
883
Kinloch Capital
Virginia
$3.77M -$13.1K -30 -0.3%
CWM
884
Concentric Wealth Management
California
$3.77M +$1.31K +3 +0%
SPP
885
Single Point Partners
Massachusetts
$3.76M +$3.76M +8,609 New
WCM
886
Windham Capital Management
Massachusetts
$3.71M
BCM
887
BTC Capital Management
Iowa
$3.71M
XWM
888
Xcel Wealth Management
Florida
$3.69M -$9.6K -22 -0.3%
SIA
889
Soltis Investment Advisors
Utah
$3.68M +$623K +1,426 +20%
TFA
890
Teamwork Financial Advisors
Texas
$3.68M +$69K +158 +2%
FFWM
891
Future Financial Wealth Management
Ohio
$3.68M +$109K +247 +3%
FPCM
892
Financial Partners Capital Management
New York
$3.67M +$105K +240 +3%
PWMAG
893
Pinnacle Wealth Management Advisory Group
New Jersey
$3.66M +$125K +286 +4%
SIC
894
Sigma Investment Counselors
Michigan
$3.66M -$76.4K -175 -2%
CT
895
Coastline Trust
Rhode Island
$3.65M +$450K +1,030 +14%
Comerica Bank
896
Comerica Bank
Texas
$3.65M -$3.38M -8,471 -48%
DWM
897
Dakota Wealth Management
Florida
$3.64M +$280K +641 +8%
JGUA
898
John G. Ullman & Associates
New York
$3.62M +$28.4K +65 +0.8%
CAM
899
Cozad Asset Management
Illinois
$3.61M -$98.2K -225 -3%
KWM
900
Keebeck Wealth Management
Illinois
$3.61M