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Vanguard S&P 500 ETF
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Overview Fund Activity

1,461 hedge funds and large institutions have $75.9B invested in Vanguard S&P 500 ETF in 2020 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 602 increasing their positions, 537 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,461
Holders Change
+39
Holders Change %
+2.74%
% of All Funds
29.56%
Holding in Top 10
324
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+2.53%
% of All Funds
6.55%
New
116
Increased
602
Reduced
537
Closed
63
Calls
$312M
Puts
$249M
Net Calls
+$62.5M
Net Calls Change
+$42M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$13.1B
2
NLI
Nippon Life Insurance
Japan
$597M
3
AA
Acorns Advisers
California
$1.3B
4
CM
Churchill Management
California
$319M
5
UCFA
United Capital Financial Advisors
Texas
$259M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
$1.08B
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
$250M
3
PCIG
Partners Capital Investment Group
Massachusetts
$26.5M
4
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$136M
5
HCC
Hirtle Callaghan & Co
Pennsylvania
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
1276
Kathmere Capital Management
Pennsylvania
$276K +$52.6K +171 +24%
FGA
1277
Fortis Group Advisors
New Jersey
$276K +$276K +900 New
TW
1278
TrinityPoint Wealth
Connecticut
$273K -$21.2K -69 -7%
BFA
1279
Beacon Financial Advisory
Ohio
$273K – – –
EIA
1280
Eldridge Investment Advisors
New Hampshire
$273K +$41.9K +136 +18%
CAG
1281
Curtis Advisory Group
California
$272K +$19.1K +62 +8%
MJRIC
1282
Mogy Joel R Investment Counsel
California
$267K +$11.7K +38 +5%
TAM
1283
Townsend Asset Management
North Carolina
$266K – – –
CCM
1284
Coldstream Capital Management
Washington
$266K – – –
LWM
1285
Lyell Wealth Management
California
$265K +$1.24K +4 +0.5%
AAS
1286
Annex Advisory Services
Wisconsin
$264K -$20.6K -67 -7%
GI
1287
Gradient Investments
Minnesota
$264K +$130K +423 +97%
KWMG
1288
King Wealth Management Group
Florida
$262K – – –
RPWA
1289
Regent Peak Wealth Advisors
Georgia
$262K +$23.4K +76 +10%
BWA
1290
Burt Wealth Advisors
Maryland
$260K – – –
SDAM
1291
Shulman DeMeo Asset Management
New York
$259K +$1.23K +4 +0.5%
CCM
1292
Carlson Capital Management
Minnesota
$258K +$17.5K +57 +7%
SPI
1293
Santori & Peters Inc
Pennsylvania
$256K -$35.6K -116 -12%
DCM
1294
Donaldson Capital Management
Indiana
$255K -$47K -153 -16%
PTC
1295
Philadelphia Trust Company
Pennsylvania
$255K +$255K +829 New
CC
1296
Chicago Capital
Illinois
$254K -$308 -1 -0.1%
MGWM
1297
Marks Group Wealth Management
Minnesota
$252K – – –
CISOA
1298
Capital Investment Services of America
Wisconsin
$248K +$3.07K +10 +1%
MG
1299
Mather Group
Illinois
$248K +$248K +805 New
MWA
1300
Meridian Wealth Advisors
Texas
$245K -$246K -800 -50%
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