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Vanguard S&P 500 ETF

1,694 hedge funds and large institutions have $92.8B invested in Vanguard S&P 500 ETF in 2021 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 744 increasing their positions, 568 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,694
Holders Change
+41
Holders Change %
+2.48%
% of All Funds
29.83%
Holding in Top 10
381
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.87%
% of All Funds
6.71%
New
136
Increased
744
Reduced
568
Closed
79
Calls
$215M
Puts
$253M
Net Calls
-$37.9M
Net Calls Change
-$37.2M
Name Holding Trade Value Shares
Change
Shares
Change %
NAG
1026
Northstar Advisory Group
New Jersey
$1.2M
FAM
1027
Formidable Asset Management
Ohio
$1.2M -$495K -1,348 -29%
KOC
1028
Koss-Olinger Consulting
Florida
$1.19M +$1.19M +3,272 New
HPC
1029
Hobart Private Capital
North Carolina
$1.19M -$39.7K -109 -3%
CA
1030
Crewe Advisors
Utah
$1.19M +$64.5K +177 +6%
WA1
1031
Wimmer Associates 1
California
$1.19M
IWA
1032
Intercontinental Wealth Advisors
Texas
$1.18M
SWRP
1033
Summit Wealth & Retirement Planning
California
$1.17M +$305K +836 +35%
BP
1034
BBR Partners
New York
$1.17M -$33.9K -93 -3%
AC
1035
Alexandria Capital
Virginia
$1.17M -$294K -807 -20%
PSP
1036
Principal Street Partners
Tennessee
$1.16M +$4.37K +12 +0.4%
AF
1037
Advisornet Financial
Minnesota
$1.14M +$222K +610 +24%
GSWM
1038
Golden State Wealth Management
California
$1.14M +$20K +55 +2%
RMDI
1039
R.M. Davis Inc
Maine
$1.13M +$10.6K +29 +0.9%
Fidelity International
1040
Fidelity International
Bermuda
$1.13M +$1.02M +2,800 +933%
HSWM
1041
Hubbell Strickland Wealth Management
Louisiana
$1.13M +$122K +336 +12%
TI
1042
Truepoint Inc
Ohio
$1.12M -$177K -485 -14%
SFG
1043
SageGuard Financial Group
Tennessee
$1.11M -$119K -327 -10%
BOS
1044
Bingham Osborn & Scarborough
California
$1.11M +$361K +992 +49%
RFA
1045
Reilly Financial Advisors
California
$1.1M +$74.7K +205 +7%
IA
1046
IFG Advisors
Missouri
$1.1M +$142K +389 +15%
OCM
1047
Osterweis Capital Management
California
$1.1M -$1.07M
CIA
1048
Choate Investment Advisors
Massachusetts
$1.1M +$6.93K +19 +0.6%
EWA
1049
Evolution Wealth Advisors
Florida
$1.1M -$144K -395 -12%
RIL
1050
Rothschild Investment LLC
Illinois
$1.1M +$231K +635 +27%