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Vanguard S&P 500 ETF

1,790 hedge funds and large institutions have $108B invested in Vanguard S&P 500 ETF in 2021 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 834 increasing their positions, 548 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,790
Holders Change
+52
Holders Change %
+2.99%
% of All Funds
31.44%
Holding in Top 10
391
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+2.36%
% of All Funds
6.87%
New
128
Increased
834
Reduced
548
Closed
51
Calls
$285M
Puts
$1.11B
Net Calls
-$829M
Net Calls Change
+$184M
Name Holding Trade Value Shares
Change
Shares
Change %
OBWG
1126
Onyx Bridge Wealth Group
New York
$1.08M +$323K +786 +43%
BDF
1127
Black Diamond Financial
Maryland
$1.08M -$47.3K -120 -4%
JC
1128
JB Capital
Connecticut
$1.08M +$1.08M +2,733 New
CSPIA
1129
Cary Street Partners Investment Advisory
Virginia
$1.08M +$52.8K +134 +5%
KPWG
1130
KFA Private Wealth Group
Virginia
$1.07M +$9.47K +24 +0.9%
FWCM
1131
Ferguson Wellman Capital Management
Oregon
$1.07M +$121K +308 +13%
ACM
1132
Allred Capital Management
Texas
$1.07M
SFA
1133
Sequoia Financial Advisors
Ohio
$1.06M -$2.15M -5,465 -67%
HA
1134
HC Advisors
Georgia
$1.06M +$1.18K +3 +0.1%
EBT
1135
Enterprise Bank & Trust
Massachusetts
$1.06M +$52.5K +133 +5%
EIP
1136
Ellis Investment Partners
Pennsylvania
$1.06M +$239K +606 +29%
NCM
1137
Next Capital Management
New York
$1.05M
AC
1138
Alexandria Capital
Virginia
$1.05M -$18.1K -46 -2%
HDIM
1139
Hanson & Doremus Investment Management
Vermont
$1.05M +$139K +353 +15%
Wealth Enhancement Advisory Services
1140
Wealth Enhancement Advisory Services
Minnesota
$1.04M +$1.26K +3 +0.1%
MCM
1141
Maryland Capital Management
Maryland
$1.04M +$569K +1,443 +120%
TWM
1142
Tolleson Wealth Management
Texas
$1.04M
EF
1143
Empowered Funds
Pennsylvania
$1.04M +$1.04M +2,628 New
CCA
1144
Cobblestone Capital Advisors
New York
$1.03M -$138K -350 -12%
VC
1145
Veery Capital
Delaware
$1.03M +$4.73K +12 +0.5%
AFM
1146
Andesa Financial Management
Pennsylvania
$1.02M -$191K -484 -16%
AWM
1147
Accel Wealth Management
Iowa
$1.02M +$370K +937 +57%
RMAM
1148
Raab & Moskowitz Asset Management
New Jersey
$1.02M +$23.3K +59 +2%
PCTC
1149
Perkins Coie Trust Company
Washington
$1.01M
WGCA
1150
Wolf Group Capital Advisors
Virginia
$1.01M -$11K -28 -1%