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Vanguard S&P 500 ETF

1,125 hedge funds and large institutions have $58.2B invested in Vanguard S&P 500 ETF in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 521 increasing their positions, 331 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,125
Holders Change
+10
Holders Change %
+0.9%
% of All Funds
24.71%
Holding in Top 10
231
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+6.94%
% of All Funds
5.07%
New
76
Increased
521
Reduced
331
Closed
53
Calls
$70.1M
Puts
$170M
Net Calls
-$100M
Net Calls Change
-$113M
Name Holding Trade Value Shares
Change
Shares
Change %
FA
1001
FCG Advisors
New Jersey
$235K +$1.09K +4 +0.5%
KWMG
1002
King Wealth Management Group
Florida
$233K
LWM
1003
Lyell Wealth Management
California
$232K
VCWA
1004
Vanguard Capital Wealth Advisors
Colorado
$231K
RCA
1005
Reitz Capital Advisors
Michigan
$230K
SFSG
1006
Stearns Financial Services Group
North Carolina
$229K +$1.09K +4 +0.5%
PW
1007
Price Wealth
Texas
$226K
TC
1008
TownSquare Capital
Utah
$224K -$168K -594 -43%
SDAM
1009
Shulman DeMeo Asset Management
New York
$223K -$28.9K -106 -11%
MAS
1010
Managed Account Services
Florida
$223K +$15.2K +56 +7%
VBFP
1011
Valtinson Bruner Financial Planning
Minnesota
$221K -$108K -397 -33%
BC
1012
Brio Consultants
California
$221K +$221K +809 New
AP
1013
Advisor Partners
California
$220K +$220K +808 New
WCM
1014
WealthBridge Capital Management
Ohio
$219K +$219K +804 New
CC
1015
Callan Capital
California
$218K +$1.09K +4 +0.5%
SFA
1016
Sequoia Financial Advisors
Ohio
$218K +$6.56K +24 +3%
WPC
1017
Waters Parkerson & Co
Louisiana
$217K +$217K +795 New
EIP
1018
Ellis Investment Partners
Pennsylvania
$216K +$2.16K +8 +1%
PWS
1019
Paragon Wealth Strategies
Florida
$216K +$216K +792 New
PS
1020
Portfolio Solutions
Michigan
$212K -$19.9K -73 -9%
VWM
1021
Venturi Wealth Management
Texas
$210K -$48.1K -176 -19%
5L
1022
55I LLC
Massachusetts
$210K -$19.6K -72 -9%
RCG
1023
Ruggie Capital Group
Florida
$210K
SAM
1024
SignalPoint Asset Management
Missouri
$209K -$16.6K -61 -7%
CHJWM
1025
Carlton Hofferkamp & Jenks Wealth Management
Texas
$209K