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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 %
OCM
951
One Capital Management
California
$3.21M +$183K +419 +6%
PAM
952
Palisade Asset Management
Minnesota
$3.2M -$13.1K -30 -0.4%
FEM
953
Fulcrum Equity Management
Texas
$3.19M +$3.19M +7,312 New
PIA
954
Perennial Investment Advisors
California
$3.19M +$24.5K +56 +0.8%
9WM
955
9258 Wealth Management
Ohio
$3.17M +$970K +2,223 +44%
GVAG
956
Great Valley Advisor Group
Delaware
$3.17M +$5.19K +12 +0.2%
FWA
957
FOCUS Wealth Advisors
Texas
$3.16M
PPP
958
Private Portfolio Partners
New Jersey
$3.16M -$294K -674 -9%
DBRC
959
D.B. Root & Company
Pennsylvania
$3.1M +$75.1K +172 +2%
CT
960
Cambridge Trust
Massachusetts
$3.1M +$2.6M +5,946 +518%
IC
961
Iconiq Capital
California
$3.09M
WF
962
Warner Financial
Maryland
$3.08M +$3.08M +7,063 New
CAAS
963
Capital Asset Advisory Services
Michigan
$3.08M -$437 -1 -0%
SWM
964
SFG Wealth Management
Maryland
$3.08M +$3.08M +7,047 New
WCA
965
Waypoint Capital Advisors
Minnesota
$3.08M +$3.08M +7,047 New
SAS
966
Sanford Advisory Services
Michigan
$3.08M +$402K +921 +15%
VAS
967
Vestmark Advisory Solutions
Massachusetts
$3.06M -$62.4K -143 -2%
CCA
968
Childress Capital Advisors
Texas
$3.05M -$1.33M -3,057 -30%
BWP
969
BSW Wealth Partners
Colorado
$3.05M +$21.8K +50 +0.7%
TWM
970
Thrive Wealth Management
Pennsylvania
$3.04M +$3.04M +6,963 New
PL
971
Parthenon LLC
Kentucky
$3.03M -$65.1K -149 -2%
CWP
972
CFM Wealth Partners
Texas
$3.02M -$259K -590 -8%
FFS
973
Founders Financial Securities
Maryland
$3.02M +$2.42M +5,549 +408%
PFA
974
Paradigm Financial Advisors
Missouri
$3.01M +$23.1K +53 +0.8%
BWFA
975
Baltimore-Washington Financial Advisors
Maryland
$3M +$56.3K +129 +2%