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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 %
AP
1151
Advisor Partners
California
$244K
SDAM
1152
Shulman DeMeo Asset Management
New York
$244K +$2.36K +8 +1%
SFA
1153
Sequoia Financial Advisors
Ohio
$244K +$7.7K +26 +3%
SAM
1154
Strategy Asset Managers
California
$244K +$244K +825 New
BPB
1155
Badgley, Phelps & Bell
Washington
$243K -$33.1K -112 -12%
BC
1156
Brio Consultants
California
$243K +$3.26K +11 +1%
MAS
1157
Managed Account Services
Florida
$241K -$5.11K -17 -2%
VBFP
1158
Valtinson Bruner Financial Planning
Minnesota
$241K
BWM
1159
Buckley Wealth Management
Nevada
$240K -$296K -1,000 -55%
EIP
1160
Ellis Investment Partners
Pennsylvania
$240K +$894 +3 +0.4%
DA
1161
Doliver Advisors
Texas
$239K +$239K +808 New
CC
1162
Callan Capital
California
$238K +$2.36K +8 +1%
EI
1163
Ellevest Inc
New York
$238K +$159K +539 +203%
NIC
1164
Northwest Investment Counselors
Oregon
$237K +$200K +676 +541%
VCM
1165
Verde Capital Management
Michigan
$237K +$237K +800 New
FBT
1166
First Bank & Trust
South Dakota
$237K +$237K +802 New
RFM
1167
Royal Fund Management
Florida
$236K +$42.6K +144 +22%
CAG
1168
Curtis Advisory Group
California
$235K +$235K +795 New
DR
1169
Davis Rea
Ontario, Canada
$235K +$235K +4,075 New
HWA
1170
Heritage Wealth Advisors
Virginia
$234K +$62.4K +211 +36%
S
1171
Surevest
California
$234K +$234K +790 New
SFSG
1172
Stearns Financial Services Group
North Carolina
$230K -$17.7K -60 -7%
CHJWM
1173
Carlton Hofferkamp & Jenks Wealth Management
Texas
$230K
CWM
1174
Chronos Wealth Management
Florida
$228K +$228K +772 New
5L
1175
55I LLC
Massachusetts
$227K -$1.18K -4 -0.5%