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Vanguard S&P 500 ETF

1,334 hedge funds and large institutions have $54.2B invested in Vanguard S&P 500 ETF in 2020 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 648 increasing their positions, 411 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,334
Holders Change
-13
Holders Change %
-0.97%
% of All Funds
29.47%
Holding in Top 10
287
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+7.49%
% of All Funds
6.34%
New
135
Increased
648
Reduced
411
Closed
128
Calls
$155M
Puts
$369M
Net Calls
-$215M
Net Calls Change
-$62M
Name Holding Trade Value Shares
Change
Shares
Change %
LWCFA
1301
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21K
AT
1302
Arden Trust
Delaware
$20K +$20K +85 New
MAWCM
1303
Mine & Arao Wealth Creation & Management
California
$19K -$41.3K -174 -69%
GCM
1304
Garland Capital Management
Washington
$17K
HGWM
1305
Harvest Group Wealth Management
Massachusetts
$17K +$233 +1 +1%
RFWA
1306
RPg Family Wealth Advisory
Massachusetts
$16.1K -$947 -4 -6%
FM
1307
Family Management
New York
$14K -$9.41K -39 -40%
CCM
1308
Cox Capital Management
Massachusetts
$14K +$14K +47 New
HR
1309
Howe & Rusling
New York
$13K -$567K -2,487 -98%
CFN
1310
Cordasco Financial Network
Florida
$13K
EWM
1311
EPG Wealth Management
Georgia
$13K
SFG
1312
Sowa Financial Group
Rhode Island
$12K
RCA
1313
Ranch Capital Advisors
Florida
$10K +$10K +45 New
JFA
1314
JNBA Financial Advisors
Minnesota
$9K
GCM
1315
Gables Capital Management
Florida
$9K
WCMN
1316
Westchester Capital Management (Nebraska)
Nebraska
$8K +$8K +34 New
FA
1317
Forefront Analytics
Pennsylvania
$7.62K +$7.62K +32 New
FPFS
1318
First Personal Financial Services
North Carolina
$7K -$467 -2 -6%
CCM
1319
Cribstone Capital Management
Maine
$7K +$4.74K +21 +210%
OAJ
1320
Ogorek Anthony Joseph
New York
$6K
EWM
1321
Edge Wealth Management
New York
$5K
FA
1322
Fortis Advisors
Pennsylvania
$4K -$48K -192 -92%
LWM
1323
Lenox Wealth Management
Ohio
$4K
CI
1324
CX Institutional
Indiana
$4K
DCM
1325
Davis Capital Management
Florida
$4K +$4K +19 New