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Vanguard S&P 500 ETF
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Overview Fund Activity

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

Top Buyers

1
CS
Credit Suisse
Switzerland
+$833M
2
APF
Alaska Permanent Fund
Alaska
+$746M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$530M
4
RJA
Raymond James & Associates
Florida
+$297M
5
Citigroup
Citigroup
New York
+$296M

Top Sellers

1
FP
Financial Perspectives
Minnesota
-$777M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$717M
3
MSL
Mackay Shields LLC
New York
-$694M
4
DILIC
Dai-ichi Life Insurance Company
Japan
-$214M
5
Franklin Resources
Franklin Resources
California
-$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
1326
Bernzott Capital Advisors
California
$562K – – –
CPA
1327
Court Place Advisors
Maryland
$561K -$1.97K -5 -0.3%
RDWM
1328
Red Door Wealth Management
Tennessee
$561K +$4.71K +12 +0.8%
WCM
1329
Wealthcare Capital Management
Virginia
$557K – – –
TWM
1330
Titus Wealth Management
California
$557K – – –
FFS
1331
Founders Financial Securities
Maryland
$557K +$60.6K +154 +12%
KOCAA
1332
Knights of Columbus Asset Advisors
Connecticut
$554K +$77.1K +196 +16%
LPWM
1333
Lake Point Wealth Management
Texas
$553K +$553K +1,406 New
CIAS
1334
CBIZ Investment Advisory Services
Ohio
$546K -$442K – –
ODCM
1335
Old Dominion Capital Management
Virginia
$542K – – –
WDG
1336
Wealth Dimensions Group
Ohio
$539K +$11K +28 +2%
WW
1337
Westshore Wealth
California
$538K +$1.58K +4 +0.3%
BWA
1338
Bordeaux Wealth Advisors
California
$536K – – –
WAG
1339
Winthrop Advisory Group
Massachusetts
$535K +$188K +479 +54%
RGC
1340
Roberts, Glore & Co
Illinois
$532K -$14.2K -36 -3%
CTA
1341
Chesley Taft & Associates
Illinois
$531K -$2.76K -7 -0.5%
RWM
1342
Refined Wealth Management
Utah
$530K +$530K +1,348 New
BWA
1343
Beam Wealth Advisors
Louisiana
$528K +$224K +570 +74%
TCM
1344
Tradewinds Capital Management
Washington
$519K +$6.69K +17 +1%
MFS
1345
Madrona Financial Services
Washington
$517K -$13K -33 -2%
TFO
1346
Tarbox Family Office
California
$517K – – –
JWM
1347
Janiczek Wealth Management
Colorado
$515K +$72.8K +185 +16%
EF
1348
Exeter Financial
Arizona
$513K +$5.59K +14 +1%
TAM
1349
Taurus Asset Management
New York
$512K – – –
AA
1350
Advisory Alpha
Michigan
$511K +$78.3K +199 +18%
52 53
54
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