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Vanguard S&P 500 ETF
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Overview Fund Activity

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

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$526M
2
Franklin Resources
Franklin Resources
California
+$217M
3
STA
Summit Trail Advisors
New York
+$182M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$171M
5
EVM
Eaton Vance Management
Massachusetts
+$167M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$7.8B
2
APF
Alaska Permanent Fund
Alaska
-$991M
3
PPA
Parametric Portfolio Associates
Washington
-$818M
4
EMPI
Elo Mutual Pension Insurance
Finland
-$673M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
-$268M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPWM
1101
Cardinal Point Wealth Management
California
$832K +$832K +2,422 New
PEA
1102
Pacific Edge Advisors
California
$831K +$831K +2,419 New
SPFA
1103
Summit Place Financial Advisors
New Jersey
$828K -$1.03K -3 -0.1%
PP
1104
PDS Planning
Ohio
$828K +$169K +491 +26%
RZH
1105
Relyea Zuckerberg Hanson
Connecticut
$826K +$1.37K +4 +0.2%
FWCM
1106
Ferguson Wellman Capital Management
Oregon
$826K +$13.8K +40 +2%
MS
1107
Maven Securities
Jersey
$825K – – –
DSC
1108
Duncker Streett & Co
Missouri
$824K -$100K -292 -11%
DWA
1109
Douglass Winthrop Advisors
New York
$824K +$6.88K +20 +0.8%
NEIRG
1110
New England Investment & Retirement Group
Massachusetts
$821K +$583K +1,695 +244%
SWRP
1111
Summit Wealth & Retirement Planning
California
$820K – – –
RIL
1112
Rothschild Investment LLC
Illinois
$818K +$199K +579 +32%
CA
1113
Capital Advantage
California
$816K +$341 +1 +0%
MCWS
1114
McKinley Carter Wealth Services
West Virginia
$816K +$816K +2,374 New
BCFS
1115
Butensky & Cohen Financial Security
Florida
$811K +$12.4K +36 +2%
TWA
1116
TCI Wealth Advisors
Arizona
$808K +$90.4K +263 +13%
HDIM
1117
Hanson & Doremus Investment Management
Vermont
$791K – – –
GW
1118
GW & Wade
Massachusetts
$785K -$88.6K -258 -10%
MM
1119
Meridian Management
Arkansas
$782K – – –
BO
1120
BRR OpCo
Ohio
$782K +$111K +324 +17%
BFC
1121
Bedel Financial Consulting
Indiana
$781K -$4.81K -14 -0.6%
GFS
1122
GYL Financial Synergies
Connecticut
$777K +$343K +999 +79%
HPWA
1123
Hall Private Wealth Advisors
North Carolina
$775K +$775K +2,255 New
MWP
1124
Meridian Wealth Partners
Pennsylvania
$772K -$16.8K -49 -2%
Wealth Enhancement Advisory Services
1125
Wealth Enhancement Advisory Services
Minnesota
$770K +$204K +590 +36%
43 44
45
46 47