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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 %
EGA
1351
Eagle Global Advisors
Texas
$510K +$197K +500 +63%
JSL
1352
JT Stratford LLC
Georgia
$506K +$132K +334 +35%
CC
1353
Capital Counsel
New York
$505K +$32.7K +83 +7%
SAM
1354
S.A. Mason
Michigan
$504K +$9.84K +25 +2%
CCM
1355
Covington Capital Management
California
$501K
FFA
1356
Founders Financial Alliance
North Carolina
$501K +$97.7K +249 +24%
HPWA
1357
Hall Private Wealth Advisors
North Carolina
$501K +$501K +1,273 New
EWM
1358
Executive Wealth Management
Michigan
$500K
MWM
1359
MorganRosel Wealth Management
Colorado
$499K +$1.57K +4 +0.3%
IGGA
1360
Iron Gate Global Advisors
Utah
$499K +$97.1K +247 +24%
CIA
1361
Compass Ion Advisors
Pennsylvania
$497K +$46K +117 +10%
SW
1362
SlateStone Wealth
Florida
$496K -$37.4K -95 -7%
LIA
1363
LS Investment Advisors
Michigan
$496K
PWA
1364
Providence Wealth Advisors
Illinois
$494K +$17.1K +43 +4%
TCM
1365
Telos Capital Management
California
$492K +$5.12K +13 +1%
SCM
1366
SOL Capital Management
Maryland
$490K +$254K +644 +107%
DR
1367
Davis Rea
Ontario, Canada
$489K +$8.47K +111 +2%
BHIC
1368
Bassett Hargrove Investment Counsel
Delaware
$489K +$489K +1,242 New
GP
1369
Girard Partners
Pennsylvania
$487K +$13.4K +34 +3%
MAM
1370
McLean Asset Management
Virginia
$485K -$189K -476 -28%
WA
1371
Wealth Architects
California
$481K +$5.11K +13 +1%
SI
1372
Shaker Investments
Ohio
$481K +$29.9K +76 +7%
AAS
1373
Annex Advisory Services
Wisconsin
$479K +$148K +376 +45%
TC
1374
Telemus Capital
Michigan
$479K +$206K +525 +76%
WA
1375
WP Advisors
California
$479K +$221K +561 +86%