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Vanguard S&P 500 ETF
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Overview Fund Activity

1,790 hedge funds and large institutions have $108B invested in Vanguard S&P 500 ETF in 2021 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 834 increasing their positions, 548 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,790
Holders Change
+52
Holders Change %
+2.99%
% of All Funds
31.44%
Holding in Top 10
391
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+2.36%
% of All Funds
6.87%
New
128
Increased
834
Reduced
548
Closed
51
Calls
$285M
Puts
$1.11B
Net Calls
-$829M
Net Calls Change
+$184M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$677M
2
AIA
Angeles Investment Advisors
California
+$538M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$526M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$480M
5
Franklin Resources
Franklin Resources
California
+$392M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
-$855M
2
PPA
Parametric Portfolio Associates
Washington
-$221M
3
PVH
Psagot Value Holdings
Israel
-$192M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$107M
5
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1226
Aptus Capital Advisors
Alabama
$827K -$9.89K -25 -1%
GAM
1227
Griffin Asset Management
New York
$822K +$394 +1 +0%
LWMG
1228
Levy Wealth Management Group
Pennsylvania
$821K -$54.4K -138 -6%
FCCM
1229
First City Capital Management
Georgia
$821K +$6.31K +16 +0.8%
KM
1230
Kalos Management
Georgia
$821K +$499K +1,160 +155%
FSWA
1231
Financial Synergies Wealth Advisors
Texas
$819K +$22.5K +57 +3%
TIM
1232
Tortoise Investment Management
New York
$816K -$35.5K -90 -4%
MBT
1233
Montecito Bank & Trust
California
$816K -$1.18K -3 -0.1%
SCA
1234
Spearhead Capital Advisors
Florida
$816K +$816K +2,070 New
SFG
1235
Sather Financial Group
Texas
$815K – – –
HCM
1236
HMS Capital Management
Tennessee
$813K – – –
MA
1237
Mezzasalma Advisors
New Jersey
$813K – – –
OWM
1238
Orgel Wealth Management
Wisconsin
$809K -$62.7K -159 -7%
CA
1239
CapWealth Advisors
Tennessee
$807K +$19.7K +50 +3%
SIM
1240
Sterling Investment Management
Arizona
$804K – – –
APW
1241
Aurora Private Wealth
New Jersey
$802K +$802K +2,033 New
TFA
1242
Toth Financial Advisory
Virginia
$798K -$146K -370 -15%
WPW
1243
Warther Private Wealth
Ohio
$798K – – –
RWA
1244
Roberts Wealth Advisors
California
$795K +$795K +2,015 New
VI
1245
Versor Investments
New York
$790K -$1.58M -4,000 -67%
CBT
1246
Central Bank & Trust
Kentucky
$779K – – –
B
1247
Brightworth
Georgia
$779K +$306K +776 +65%
WA
1248
Wealth Advisors
California
$775K – – –
CHA
1249
Carmichael Hill & Associates
Maryland
$775K +$36.3K +92 +5%
BHBT
1250
Burke & Herbert Bank & Trust
Virginia
$769K – – –
48 49
50
51 52