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Vanguard S&P 500 ETF
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Overview Fund Activity

2,103 hedge funds and large institutions have $116B invested in Vanguard S&P 500 ETF in 2021 Q4 according to their latest regulatory filings, with 415 funds opening new positions, 906 increasing their positions, 517 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,103
Holders Change
+313
Holders Change %
+17.49%
% of All Funds
32.48%
Holding in Top 10
461
Holding in Top 10 Change
+70
Holding in Top 10 Change %
+17.9%
% of All Funds
7.12%
New
415
Increased
906
Reduced
517
Closed
74
Calls
$585M
Puts
$2.66B
Net Calls
-$2.08B
Net Calls Change
-$1.25B

Top Buyers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
+$3.7B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$791M
3
Morgan Stanley
Morgan Stanley
New York
+$487M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$481M
5
APF
Alaska Permanent Fund
Alaska
+$329M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$11.6B
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$487M
3
Wells Fargo
Wells Fargo
California
-$366M
4
SMFG
Sumitomo Mitsui Financial Group
Japan
-$298M
5
IUHSA
Itau Unibanco Holding S.A.
Brazil
-$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
1401
Saybrook Capital
North Carolina
$934K +$934K +2,140 New
TP
1402
Truvvo Partners
New York
$931K +$931K +2,132 New
VFM
1403
Vivid Financial Management
California
$922K -$5.24K -12 -0.6%
PWA
1404
Providence Wealth Advisors
Illinois
$922K – – –
BOTW
1405
Bank of the West
California
$922K – – –
TIM
1406
Tortoise Investment Management
New York
$922K +$19.2K +44 +2%
TA
1407
TKG Advisors
Indiana
$922K +$922K +2,112 New
GIM
1408
Guild Investment Management
California
$919K +$919K +2,105 New
MWM
1409
Marion Wealth Management
Pennsylvania
$914K +$914K +2,094 New
MA
1410
Mezzasalma Advisors
New Jersey
$912K +$11.8K +27 +1%
MAM
1411
Mystic Asset Management
Rhode Island
$906K +$906K +2,077 New
MWM
1412
Maltin Wealth Management
New Jersey
$903K +$58.5K +134 +7%
SFG
1413
Sather Financial Group
Texas
$902K – – –
DSC
1414
Duncker Streett & Co
Missouri
$900K -$76.3K -175 -8%
HCM
1415
HMS Capital Management
Tennessee
$900K – – –
B
1416
Brightworth
Georgia
$899K +$35.8K +82 +4%
DWM
1417
Darwin Wealth Management
Florida
$898K -$4.93K -12 -0.5%
CA
1418
CapWealth Advisors
Tennessee
$898K +$4.37K +10 +0.5%
Financial Engines Advisors
1419
Financial Engines Advisors
California
$898K +$241K +552 +37%
IFWM
1420
Institute for Wealth Management
Colorado
$891K -$209K -478 -19%
SPFA
1421
Summit Place Financial Advisors
New Jersey
$886K -$58.9K -135 -6%
CTA
1422
Colonial Trust Advisors
South Carolina
$884K +$884K +2,026 New
SPWM
1423
Schrum Private Wealth Management
Florida
$884K +$884K +2,026 New
WMR
1424
Wealth Management Resources
Rhode Island
$883K +$883K +2,023 New
CFS
1425
Cannon Financial Strategists
Georgia
$880K +$110K +253 +14%
55 56
57
58 59