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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 %
VBFP
1201
Valtinson Bruner Financial Planning
Minnesota
$820K +$2.02K +5 +0.2%
GAM
1202
Griffin Asset Management
New York
$820K +$85.4K +217 +12%
MBT
1203
Montecito Bank & Trust
California
$815K -$214K -543 -21%
EIP
1204
Ellis Investment Partners
Pennsylvania
$814K +$53.5K +136 +7%
SFG
1205
Sather Financial Group
Texas
$813K
MA
1206
Mezzasalma Advisors
New Jersey
$811K
HCM
1207
HMS Capital Management
Tennessee
$811K +$811K +2,061 New
TCM
1208
Triumph Capital Management
Colorado
$808K +$808K +2,016 New
SIM
1209
Sterling Investment Management
Arizona
$802K
EI
1210
Ellevest Inc
New York
$802K +$597K +1,516 +291%
FSWA
1211
Financial Synergies Wealth Advisors
Texas
$795K +$20.1K +51 +3%
WA
1212
Wealth Advisors
California
$793K
WPW
1213
Warther Private Wealth
Ohio
$791K +$791K +2,000 New
HWA
1214
HHM Wealth Advisors
Tennessee
$790K +$164K +418 +26%
SFG
1215
SNS Financial Group
Minnesota
$788K
CA
1216
CapWealth Advisors
Tennessee
$785K -$12.6K -32 -2%
CBT
1217
Central Bank & Trust
Kentucky
$778K
BHBT
1218
Burke & Herbert Bank & Trust
Virginia
$767K -$9.05K -23 -1%
CHJWM
1219
Carlton Hofferkamp & Jenks Wealth Management
Texas
$767K +$116K +292 +18%
MM
1220
Meridian Management
Arkansas
$763K -$132K -335 -15%
WPA
1221
Winning Points Advisors
Florida
$761K
KFC
1222
Klingenstein Fields & Co
New York
$758K
SC
1223
Sawyer & Company
Massachusetts
$754K -$6.29K -16 -0.8%
NEWAS
1224
N.E.W. Advisory Services
Wisconsin
$754K +$71.3K +181 +10%
PB
1225
Pinnacle Bancorp
Nebraska
$751K -$9.84K -25 -1%