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Vanguard S&P 500 ETF

1,461 hedge funds and large institutions have $75.9B invested in Vanguard S&P 500 ETF in 2020 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 602 increasing their positions, 537 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,461
Holders Change
+39
Holders Change %
+2.74%
% of All Funds
29.56%
Holding in Top 10
324
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+2.53%
% of All Funds
6.55%
New
116
Increased
602
Reduced
537
Closed
63
Calls
$312M
Puts
$249M
Net Calls
+$62.5M
Net Calls Change
+$42M
Name Holding Trade Value Shares
Change
Shares
Change %
LP
1101
LGL Partners
Pennsylvania
$543K
CAM
1102
Cidel Asset Management
Ontario, Canada
$541K
NEWAS
1103
N.E.W. Advisory Services
Wisconsin
$540K +$10.2K +33 +2%
BHIA
1104
Birch Hill Investment Advisors
Massachusetts
$539K
RWP
1105
RWA Wealth Partners
Massachusetts
$539K
SFP
1106
Strategic Financial Partners
Oregon
$537K +$57K +185 +12%
1SB
1107
1ST Source Bank
Indiana
$535K -$30.8K -100 -5%
OFS
1108
OneAscent Financial Services
Alabama
$533K -$215K -697 -29%
IAMOG
1109
Investors Asset Management of Georgia
Georgia
$533K -$50.1K -163 -9%
IGGA
1110
Iron Gate Global Advisors
Utah
$533K +$10.7K +35 +2%
CFS
1111
Cannon Financial Strategists
Georgia
$531K
EIP
1112
Ellis Investment Partners
Pennsylvania
$531K +$18.1K +59 +4%
Wealth Enhancement Advisory Services
1113
Wealth Enhancement Advisory Services
Minnesota
$530K +$1.29K +4 +0.2%
MAS
1114
Managed Account Services
Florida
$527K +$45.4K +143 +9%
IAP
1115
Indie Asset Partners
Indiana
$525K -$72.4K -235 -12%
DLHL
1116
Donald L. Hagan LLC
Florida
$525K +$75.1K +244 +17%
UB
1117
UMB Bank
Missouri
$517K
OCM
1118
One Capital Management
California
$507K +$507K +1,648 New
CC
1119
Courier Capital
New York
$506K
PFM
1120
Parsec Financial Management
North Carolina
$505K -$123K -399 -20%
HC
1121
Hamilton Capital
Ohio
$502K +$80.6K +262 +19%
TWM
1122
Triton Wealth Management
Arizona
$501K -$1.24K -4 -0.2%
CCMG
1123
Clark Capital Management Group
Pennsylvania
$501K +$81.9K +266 +20%
OWM
1124
Orgel Wealth Management
Wisconsin
$500K -$56K -182 -10%
HF
1125
Halpern Financial
Virginia
$496K +$447K +1,452 +896%