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Vanguard S&P 500 ETF

1,653 hedge funds and large institutions have $76.5B invested in Vanguard S&P 500 ETF in 2020 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 690 increasing their positions, 485 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,653
Holders Change
+192
Holders Change %
+13.14%
% of All Funds
29.33%
Holding in Top 10
374
Holding in Top 10 Change
+50
Holding in Top 10 Change %
+15.43%
% of All Funds
6.64%
New
275
Increased
690
Reduced
485
Closed
61
Calls
$333M
Puts
$334M
Net Calls
-$782K
Net Calls Change
-$63.2M
Name Holding Trade Value Shares
Change
Shares
Change %
RMDI
1026
R.M. Davis Inc
Maine
$1.06M -$85.2K -248 -7%
GSWM
1027
Golden State Wealth Management
California
$1.05M +$21.7K +63 +2%
IAA
1028
Ironsides Asset Advisors
North Carolina
$1.05M -$18.6K -54 -2%
TWM
1029
Tolleson Wealth Management
Texas
$1.04M +$1.04M +3,036 New
CIA
1030
Choate Investment Advisors
Massachusetts
$1.03M
OCM
1031
Oakwood Capital Management
California
$1.03M +$18.2K +53 +2%
EWM
1032
Empirical Wealth Management
Washington
$1.03M +$18.2K +53 +2%
EF
1033
Empirical Finance
Pennsylvania
$1.03M -$211K -615 -17%
CIAS
1034
Capital Investment Advisory Services
North Carolina
$1.03M -$19.2K -56 -2%
SWA
1035
SFMG Wealth Advisors
Texas
$1.03M +$108K +314 +12%
BIA
1036
BHK Investment Advisors
Alabama
$1.03M +$128K +371 +14%
LWMG
1037
Levy Wealth Management Group
Pennsylvania
$1.03M +$1.03M +2,984 New
GC
1038
Gratus Capital
Georgia
$1.02M +$56K +163 +6%
BAS
1039
Brown Advisory Securities
Maryland
$1.02M +$336K +978 +49%
PCTC
1040
Perkins Coie Trust Company
Washington
$1.01M -$86.9K -253 -8%
RCA
1041
Reitz Capital Advisors
Michigan
$1M +$120K +350 +14%
WCA
1042
Windsor Creek Advisors
Vermont
$1M +$8.25K +24 +0.8%
AWM
1043
Apollon Wealth Management
South Carolina
$998K +$753K +2,191 +307%
EFG
1044
Everhart Financial Group
Ohio
$995K +$995K +2,895 New
TPA
1045
Trivium Point Advisory
Connecticut
$992K -$68.6K -197 -6%
AW
1046
ACG Wealth
Georgia
$987K -$18.9K -55 -2%
VCAM
1047
Van Cleef Asset Management
Ohio
$984K +$1.03K +3 +0.1%
CWM
1048
Cornerstone Wealth Management
Missouri
$983K -$340K -989 -26%
BCIM
1049
Bishop & Co Investment Management
Pennsylvania
$981K +$41.6K +121 +4%
AFP
1050
Ausdal Financial Partners
Iowa
$981K +$74.2K +216 +8%