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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 %
AP
1351
Americana Partners
Texas
$582K – – –
JSL
1352
JT Stratford LLC
Georgia
$581K +$73.8K +187 +15%
FFA
1353
Founders Financial Alliance
North Carolina
$580K +$76.2K +193 +15%
WP
1354
WealthShield Partners
North Carolina
$578K -$12.3M -31,229 -96%
CIA
1355
Compass Ion Advisors
Pennsylvania
$578K +$80K +203 +16%
LB
1356
Legacy Bridge
Iowa
$577K -$39.5K -100 -6%
CAM
1357
Cidel Asset Management
Ontario, Canada
$575K – – –
ERWM
1358
Elk River Wealth Management
Colorado
$573K -$38K -96 -6%
GAM
1359
Gould Asset Management
California
$573K – – –
AIM
1360
Avity Investment Management
Connecticut
$572K +$7.5K +19 +1%
PA
1361
Procyon Advisors
Connecticut
$566K +$566K +1,435 New
CPA
1362
Court Place Advisors
Maryland
$564K +$1.58K +4 +0.3%
BCA
1363
Bernzott Capital Advisors
California
$563K – – –
WDG
1364
Wealth Dimensions Group
Ohio
$561K +$20.1K +51 +4%
JFGIW
1365
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$559K -$10.7K -27 -2%
TWM
1366
Titus Wealth Management
California
$558K – – –
WWM
1367
Wagner Wealth Management
South Carolina
$558K +$417K +988 +296%
HGWM
1368
Horst & Graben Wealth Management
Oregon
$558K +$558K +1,415 New
GWA
1369
GGM Wealth Advisors
Maryland
$557K +$131K +312 +31%
MIC
1370
Meridian Investment Counsel
California
$556K +$556K +1,410 New
KOCAA
1371
Knights of Columbus Asset Advisors
Connecticut
$555K – – –
LPWM
1372
Lake Point Wealth Management
Texas
$555K – – –
WAG
1373
Winthrop Advisory Group
Massachusetts
$555K +$16.6K +42 +3%
BWA
1374
Beam Wealth Advisors
Louisiana
$554K +$24.9K +63 +5%
WAM
1375
Weatherly Asset Management
California
$553K -$12.2K -31 -2%
53 54
55
56 57