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Vanguard S&P 500 ETF

1,694 hedge funds and large institutions have $92.8B invested in Vanguard S&P 500 ETF in 2021 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 744 increasing their positions, 568 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,694
Holders Change
+41
Holders Change %
+2.48%
% of All Funds
29.83%
Holding in Top 10
381
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.87%
% of All Funds
6.71%
New
136
Increased
744
Reduced
568
Closed
79
Calls
$215M
Puts
$253M
Net Calls
-$37.9M
Net Calls Change
-$37.2M
Name Holding Trade Value Shares
Change
Shares
Change %
NFP
1451
Novak Financial Planning
Maryland
$323K
PFC
1452
Poplar Forest Capital
California
$323K +$24.1K +66 +8%
LI
1453
Lafayette Investments
Maryland
$323K +$323K +886 New
FFA
1454
Fi3 Financial Advisors
Indiana
$323K +$323K +886 New
CAG
1455
Curtis Advisory Group
California
$322K
WAG
1456
Winthrop Advisory Group
Massachusetts
$321K -$104K -286 -25%
ADL
1457
Asset Dedication LLC
California
$320K -$38.9K -107 -11%
AFS
1458
Access Financial Services
Minnesota
$320K -$1.82K -5 -0.6%
SAM
1459
Strategy Asset Managers
California
$319K -$8.37K -23 -3%
AIM
1460
Arcadia Investment Management
Michigan
$319K +$41.5K +114 +15%
PAS
1461
Professional Advisory Services
Florida
$317K +$97.8K +268 +45%
PS
1462
Portfolio Solutions
Michigan
$316K -$20.4K -56 -6%
KWMG
1463
King Wealth Management Group
Florida
$311K
BWA
1464
Burt Wealth Advisors
Maryland
$308K
BBA
1465
Braun-Bostich & Associates
Pennsylvania
$308K +$81.9K +225 +36%
AAS
1466
Annex Advisory Services
Wisconsin
$307K -$23.3K -64 -7%
FI
1467
Financial Insights
Washington
$306K
VFIC
1468
Valley Forge Investment Consultants
Pennsylvania
$306K +$1.09K +3 +0.4%
PTC
1469
Philadelphia Trust Company
Pennsylvania
$306K +$4.01K +11 +1%
CCM
1470
Carlson Capital Management
Minnesota
$304K +$33.1K +91 +12%
BAM
1471
Berkshire Asset Management
Pennsylvania
$302K -$56.5K -155 -16%
TWA
1472
TPB Wealth Advisors
Texas
$300K -$225K -600 -43%
PHAM
1473
Palisades Hudson Asset Management
Florida
$300K -$2.91K -8 -1%
BOPW
1474
Brandywine Oak Private Wealth
Pennsylvania
$300K
KCM
1475
Kanawha Capital Management
Virginia
$298K +$18.6K +51 +7%