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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 %
RIA
1201
Regal Investment Advisors
Michigan
$211K +$211K +714 New
BFA
1202
Beacon Financial Advisory
Ohio
$206K +$206K +699 New
GCA
1203
Guardian Capital Advisors
Ontario, Canada
$205K -$137K -455 -40%
BWM
1204
Brickley Wealth Management
California
$205K +$205K +692 New
KCM
1205
Kanawha Capital Management
Virginia
$204K +$204K +690 New
3F
1206
360 Financial
Minnesota
$203K +$203K +659 New
LCM
1207
Liberty Capital Management
Michigan
$202K +$202K +683 New
CFS
1208
CRA Financial Services
New Jersey
$202K +$202K +684 New
PAM
1209
Panagora Asset Management
Massachusetts
$201K +$7.11K +24 +4%
VWM
1210
Valley Wealth Managers
New Jersey
$201K +$201K +680 New
PFC
1211
Poplar Forest Capital
California
$201K +$201K +680 New
PP
1212
PrairieView Partners
Minnesota
$201K +$201K +680 New
BWM
1213
BerganKDV Wealth Management
Minnesota
$200K
WB
1214
West Bancorporation
Iowa
$198K +$198K +670 New
CIAS
1215
Capital Investment Advisory Services
North Carolina
$195K +$19.8K +67 +11%
CI
1216
Clal Insurance
Israel
$194K -$509K -150,605 -72%
AC
1217
AlphaCore Capital
California
$183K +$183K +617 New
TFO
1218
Tarbox Family Office
California
$180K
BWM
1219
Baystate Wealth Management
Massachusetts
$176K +$96.6K +327 +122%
CTB
1220
Country Trust Bank
Illinois
$175K -$30.8K -104 -15%
PA
1221
Procyon Advisors
Connecticut
$175K +$175K +591 New
RG
1222
Retirement Group
California
$175K +$175K +591 New
WC
1223
Westwind Capital
New Mexico
$174K +$24.6K +83 +16%
BWA
1224
Burt Wealth Advisors
Maryland
$169K
CHAM
1225
Clear Harbor Asset Management
Connecticut
$169K +$169K +571 New