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Vanguard S&P 500 ETF

1,738 hedge funds and large institutions have $103B invested in Vanguard S&P 500 ETF in 2021 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 792 increasing their positions, 537 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,738
Holders Change
+44
Holders Change %
+2.6%
% of All Funds
30.34%
Holding in Top 10
382
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.26%
% of All Funds
6.67%
New
136
Increased
792
Reduced
537
Closed
75
Calls
$452M
Puts
$1.46B
Net Calls
-$1.01B
Net Calls Change
-$975M
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
1176
Darwin Wealth Management
Florida
$881K
MCM
1177
MV Capital Management
Maryland
$880K
LWMG
1178
Levy Wealth Management Group
Pennsylvania
$873K
IC
1179
Intersect Capital
California
$871K +$33K +84 +4%
OWM
1180
Orgel Wealth Management
Wisconsin
$870K +$107K +273 +14%
DSC
1181
Duncker Streett & Co
Missouri
$869K -$177K -449 -17%
BFC
1182
Bedel Financial Consulting
Indiana
$864K -$10.6K -27 -1%
WCM
1183
Washburn Capital Management
Florida
$862K +$14.6K +37 +2%
FC
1184
Financial Consulate
Maryland
$861K +$47.2K +120 +6%
PGIM
1185
Pacific Global Investment Management
California
$859K -$67.3K -171 -7%
ML
1186
McAdam LLC
Pennsylvania
$857K +$77.8K +192 +10%
CNC
1187
Canandaigua National Corp
New York
$855K +$85.8K +218 +11%
PWP
1188
Principle Wealth Partners
Connecticut
$851K -$23.6K -60 -3%
IC
1189
Inscription Capital
Texas
$851K +$851K +2,163 New
LC
1190
Lavaca Capital
Texas
$850K
TIM
1191
Tortoise Investment Management
New York
$850K +$323K +820 +61%
FCCM
1192
First City Capital Management
Georgia
$845K -$5.73K -14 -0.7%
CCMG
1193
Clark Capital Management Group
Pennsylvania
$844K
AW
1194
ACG Wealth
Georgia
$843K +$394 +1 +0%
PA
1195
Prism Advisors
California
$838K +$838K +2,130 New
ACA
1196
Aptus Capital Advisors
Alabama
$835K
SFP
1197
Strategic Financial Partners
Oregon
$831K +$63K +160 +8%
WHG
1198
Westwood Holdings Group
Texas
$827K +$273K +693 +49%
FSA
1199
Fort Sheridan Advisors
Illinois
$822K +$37K +94 +5%
CTC
1200
Central Trust Company
Missouri
$820K