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Vanguard S&P 500 ETF

1,347 hedge funds and large institutions have $60.7B invested in Vanguard S&P 500 ETF in 2019 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 533 increasing their positions, 338 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,347
Holders Change
+222
Holders Change %
+19.73%
% of All Funds
26.6%
Holding in Top 10
267
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+15.58%
% of All Funds
5.27%
New
282
Increased
533
Reduced
338
Closed
47
Calls
$95.2M
Puts
$248M
Net Calls
-$153M
Net Calls Change
-$52.6M
Name Holding Trade Value Shares
Change
Shares
Change %
IWA
1126
Intercontinental Wealth Advisors
Texas
$269K
CAC
1127
Certified Advisory Corp
Florida
$267K +$4.74K +16 +2%
MW
1128
Marcum Wealth
Ohio
$267K +$267K +901 New
CPC
1129
Consolidated Planning Corp
Georgia
$267K +$267K +901 New
CSIC
1130
Clifford Swan Investment Counsel
California
$266K
PWM
1131
PRW Wealth Management
Massachusetts
$265K
MWP
1132
Meridian Wealth Partners
Pennsylvania
$264K +$264K +894 New
ODG
1133
O'Dell Group
Ohio
$263K +$263K +889 New
TW
1134
TrinityPoint Wealth
Connecticut
$259K
CC
1135
Chicago Capital
Illinois
$259K +$259K +877 New
HR
1136
Hayden Royal
North Carolina
$259K -$247K -797 -49%
MM
1137
Main Management
California
$258K
LB
1138
Landmark Bank
Missouri
$256K
CP
1139
Camelot Portfolios
Ohio
$254K -$30.2K -102 -11%
KWMG
1140
King Wealth Management Group
Florida
$252K
MPWT
1141
MassMutual Private Wealth & Trust
Connecticut
$252K +$157K +530 +165%
VCWA
1142
Vanguard Capital Wealth Advisors
Colorado
$251K
LWM
1143
Lyell Wealth Management
California
$251K +$592 +2 +0.2%
BCP
1144
Berkeley Capital Partners
Georgia
$251K +$251K +849 New
BFP
1145
Briaud Financial Planning
Texas
$250K +$250K +845 New
WA
1146
WP Advisors
California
$250K +$250K +846 New
RCA
1147
Reitz Capital Advisors
Michigan
$249K
RGC
1148
Roberts, Glore & Co
Illinois
$247K +$247K +838 New
PW
1149
Price Wealth
Texas
$246K
MWM
1150
Minot Wealth Management
Massachusetts
$246K +$246K +808 New