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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 %
EA
1001
Eudaimonia Advisors
Tennessee
$2.79M +$2.79M +6,386 New
SSW
1002
Smith Shellnut Wilson
Mississippi
$2.78M
NCG
1003
Newport Capital Group
New Jersey
$2.76M -$2.07M -4,754 -43%
CFAM
1004
Center For Asset Management
Florida
$2.75M +$812K +1,859 +42%
WT
1005
Whittier Trust
California
$2.74M -$206K -471 -7%
RWM
1006
Rockwood Wealth Management
Pennsylvania
$2.72M +$2.72M +6,233 New
SC
1007
Soundwatch Capital
Connecticut
$2.72M -$102K -234 -4%
BA
1008
Bluesphere Advisors
Pennsylvania
$2.71M +$98.7K +226 +4%
USCWA
1009
U.S. Capital Wealth Advisors
Texas
$2.71M -$34.5K -79 -1%
JFGLC
1010
Johnson Financial Group LLC (Colorado)
Colorado
$2.71M
CWM
1011
Circle Wealth Management
New Jersey
$2.7M +$17.9K +41 +0.7%
FPS
1012
Fieldpoint Private Securities
Connecticut
$2.69M +$55.4K +127 +2%
PCS
1013
Personal CFO Solutions
New Jersey
$2.68M +$2.21M +5,055 +468%
CC
1014
Chicago Capital
Illinois
$2.66M
FDCC
1015
Foster Dykema Cabot & Co
Massachusetts
$2.66M
PAM
1016
Private Asset Management
California
$2.63M -$288K -659 -10%
TCOV
1017
Trust Company of Vermont
Vermont
$2.62M +$104K +238 +4%
BFG
1018
Berger Financial Group
Minnesota
$2.58M -$168K -386 -6%
IBOK
1019
Independence Bank of Kentucky
Kentucky
$2.56M +$142K +326 +6%
TFS
1020
TrustCore Financial Services
Tennessee
$2.56M -$239K -547 -9%
LHWM
1021
Lake Hills Wealth Management
Texas
$2.56M +$2.56M +5,856 New
PAM
1022
PVG Asset Management
Colorado
$2.56M -$712K -1,632 -22%
ISL
1023
Ingalls & Snyder LLC
New York
$2.55M -$37.1K -85 -1%
BIM
1024
Bridges Investment Management
Nebraska
$2.55M +$2.18K +5 +0.1%
TWM
1025
Triton Wealth Management
Arizona
$2.55M -$127K -306 -5%