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Vanguard S&P 500 ETF

1,422 hedge funds and large institutions have $69.4B invested in Vanguard S&P 500 ETF in 2020 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 541 increasing their positions, 512 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,422
Holders Change
+88
Holders Change %
+6.6%
% of All Funds
29.23%
Holding in Top 10
316
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+10.1%
% of All Funds
6.5%
New
166
Increased
541
Reduced
512
Closed
65
Calls
$230M
Puts
$209M
Net Calls
+$20.4M
Net Calls Change
+$235M
Name Holding Trade Value Shares
Change
Shares
Change %
BFWA
1201
Benchmark Financial Wealth Advisors
Florida
$305K +$53K +187 +21%
RCA
1202
Reitz Capital Advisors
Michigan
$304K -$237K -835 -44%
CSPIA
1203
Cary Street Partners Investment Advisory
Virginia
$303K +$303K +1,071 New
LWM
1204
Laidlaw Wealth Management
New York
$302K +$302K +1,067 New
IWAG
1205
Integer Wealth Advisors Group
Georgia
$299K -$9.82K -34 -3%
BFA
1206
Bragg Financial Advisors
North Carolina
$297K +$14.7K +52 +5%
SSB
1207
Sandy Spring Bank
Maryland
$296K -$7.66K -27 -3%
AI
1208
Accredited Investors
Minnesota
$293K -$20.7K -73 -7%
AUB
1209
Atlantic Union Bankshares
Virginia
$292K +$292K +1,029 New
MPIA
1210
Mountain Pacific Investment Advisers
Idaho
$290K
FTC
1211
Farmers Trust Company
Ohio
$283K -$8.49K -30 -3%
FIB
1212
First Interstate Bank
Montana
$283K
HFM
1213
Hartford Financial Management
Connecticut
$283K
IWS
1214
Insight Wealth Strategies
California
$282K -$65.3K -230 -19%
SI
1215
Shaker Investments
Ohio
$282K -$18.1K -64 -6%
SAM
1216
SignalPoint Asset Management
Missouri
$282K +$282K +994 New
BAAM
1217
Baker Avenue Asset Management
California
$280K -$53.9K -190 -16%
RCM
1218
RNC Capital Management
California
$280K +$280K +988 New
DCM
1219
Donaldson Capital Management
Indiana
$279K +$279K +983 New
LIA
1220
LS Investment Advisors
Michigan
$277K
MM
1221
Main Management
California
$276K
PP
1222
Palladium Partners
Virginia
$274K +$274K +965 New
QCM
1223
Quest Capital Management
Texas
$272K -$1.7K -6 -0.6%
SB
1224
Strategic Blueprint
Georgia
$272K
TW
1225
TrinityPoint Wealth
Connecticut
$271K