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Vanguard S&P 500 ETF

2,103 hedge funds and large institutions have $116B invested in Vanguard S&P 500 ETF in 2021 Q4 according to their latest regulatory filings, with 415 funds opening new positions, 906 increasing their positions, 517 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,103
Holders Change
+313
Holders Change %
+17.49%
% of All Funds
32.48%
Holding in Top 10
461
Holding in Top 10 Change
+70
Holding in Top 10 Change %
+17.9%
% of All Funds
7.12%
New
415
Increased
906
Reduced
517
Closed
74
Calls
$585M
Puts
$2.66B
Net Calls
-$2.08B
Net Calls Change
-$1.25B
Name Holding Trade Value Shares
Change
Shares
Change %
MIA
1151
MMBG Investment Advisors
Florida
$1.77M +$1.77M +4,045 New
KPW
1152
Kore Private Wealth
New York
$1.76M +$80.8K +185 +5%
ECG
1153
EPIQ Capital Group
California
$1.76M +$12.2K +28 +0.7%
HWM
1154
Howard Wealth Management
Connecticut
$1.76M +$17.9K +41 +1%
EGA
1155
E&G Advisors
Texas
$1.75M
BFA
1156
Beacon Financial Advisory
Ohio
$1.74M +$873 +2 +0.1%
GWM
1157
GSB Wealth Management
Connecticut
$1.74M +$140K +320 +9%
FPB
1158
First PREMIER Bank
South Dakota
$1.73M
AWM
1159
Abound Wealth Management
Tennessee
$1.72M +$1.72M +3,951 New
WA
1160
WBH Advisory
Maryland
$1.71M -$100K -229 -6%
SFPG
1161
Stonebridge Financial Planning Group
Florida
$1.71M +$14.2K +35 +0.8%
LSA
1162
Lion Street Advisors
Texas
$1.7M -$20.1K -46 -1%
NS
1163
Newman & Schimel
Illinois
$1.69M +$9.6K +22 +0.6%
CA
1164
Calton & Associates
Florida
$1.69M +$52.4K +120 +3%
SAM
1165
S.A. Mason
Michigan
$1.69M +$282K +645 +20%
VCM
1166
Violich Capital Management
California
$1.69M +$49.3K +113 +3%
LRIA
1167
Leonard Rickey Investment Advisors
Washington
$1.68M +$39.3K +90 +2%
MC
1168
Moors & Cabot
Massachusetts
$1.68M +$1.19M +2,733 +245%
RIA
1169
Realta Investment Advisors
Delaware
$1.68M +$82.5K +189 +5%
ACA
1170
Atlas Capital Advisors
Wyoming
$1.67M -$171K -392 -9%
ZIG
1171
Zullo Investment Group
Pennsylvania
$1.66M +$1.66M +3,791 New
TAM
1172
Tocqueville Asset Management
New York
$1.65M -$6.55K -15 -0.4%
CCFCSB
1173
Cape Cod Five Cents Savings Bank
Massachusetts
$1.65M +$51.1K +117 +3%
PPW
1174
PACK Private Wealth
Minnesota
$1.65M +$1.65M +3,767 New
PWG
1175
Private Wealth Group
Florida
$1.64M -$202K -463 -11%