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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 %
EWM
1401
Executive Wealth Management
Michigan
$507K +$4.74K +12 +0.9%
CC
1402
Capital Counsel
New York
$506K – – –
CWA
1403
Clarity Wealth Advisors
California
$504K +$504K +1,278 New
CCM
1404
Covington Capital Management
California
$502K – – –
HPWA
1405
Hall Private Wealth Advisors
North Carolina
$502K – – –
MWM
1406
MorganRosel Wealth Management
Colorado
$501K +$1.18K +3 +0.2%
LIA
1407
LS Investment Advisors
Michigan
$497K – – –
YWP
1408
YorkBridge Wealth Partners
New York
$496K -$94.7K -240 -16%
NAM
1409
NTV Asset Management
West Virginia
$494K +$238K +602 +93%
TCM
1410
Telos Capital Management
California
$493K – – –
SW
1411
SlateStone Wealth
Florida
$489K -$7.89K -20 -2%
BHIC
1412
Bassett Hargrove Investment Counsel
Delaware
$489K – – –
DR
1413
Davis Rea
Ontario, Canada
$487K – – –
SSWM
1414
Smith Salley Wealth Management
North Carolina
$486K +$63.1K +160 +15%
CWA
1415
Centennial Wealth Advisory
Michigan
$486K +$76.1K +193 +19%
WA
1416
Wealth Architects
California
$483K +$394 +1 +0.1%
BRG
1417
Bay Rivers Group
Virginia
$482K +$9.86K +25 +2%
TFO
1418
Tarbox Family Office
California
$480K -$38.3K -97 -7%
IGGA
1419
Iron Gate Global Advisors
Utah
$478K -$23.7K -60 -5%
FC
1420
FCA Corp
Texas
$477K – – –
VDI
1421
Vaughan David Investments
Illinois
$476K -$2.02M -5,127 -81%
HCMT
1422
Highland Capital Management (Tennessee)
Tennessee
$476K – – –
MF
1423
Montis Financial
Massachusetts
$475K – – –
MCCP
1424
Mission Creek Capital Partners
California
$473K – – –
SCM
1425
SOL Capital Management
Maryland
$472K -$18.9K -48 -4%
55 56
57
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