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Vanguard S&P 500 ETF

1,653 hedge funds and large institutions have $76.5B invested in Vanguard S&P 500 ETF in 2020 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 690 increasing their positions, 485 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,653
Holders Change
+192
Holders Change %
+13.14%
% of All Funds
29.33%
Holding in Top 10
374
Holding in Top 10 Change
+50
Holding in Top 10 Change %
+15.43%
% of All Funds
6.64%
New
275
Increased
690
Reduced
485
Closed
61
Calls
$333M
Puts
$334M
Net Calls
-$782K
Net Calls Change
-$63.2M
Name Holding Trade Value Shares
Change
Shares
Change %
HR
1551
Howe & Rusling
New York
$87K +$66K +192 +315%
LWA
1552
Lenox Wealth Advisors
New York
$86K +$17.2K +50 +25%
KFI
1553
Key Financial Inc
Pennsylvania
$85K +$85K +248 New
PWPS
1554
Pinnacle Wealth Planning Services
Ohio
$82K +$82K +239 New
ETI
1555
Enterprise Trust & Investment
California
$80K +$9.78K +28 +14%
TVWM
1556
Tower View Wealth Management
Wisconsin
$80K +$80K +232 New
TF
1557
TimeScale Financial
Massachusetts
$79K -$6.18K -18 -7%
PO
1558
Private Ocean
California
$77K
IWP
1559
IAG Wealth Partners
Wisconsin
$72K -$1.74K -5 -2%
PWMG
1560
Prestige Wealth Management Group
New Jersey
$71K +$71K +206 New
AWM
1561
AllSquare Wealth Management
New York
$70K
CDIA
1562
Capital Directions Investment Advisors
Georgia
$69K -$9.32K -27 -12%
MSFP
1563
Mark Sheptoff Financial Planning
Connecticut
$69K
BG
1564
Bollard Group
Massachusetts
$69K +$69K +200 New
CIA
1565
Cascade Investment Advisors
Oregon
$68.7K +$68.7K +200 New
PCA
1566
Providence Capital Advisors
North Carolina
$68K +$67.3K +197 +9,850%
HI
1567
Hudock Inc
Pennsylvania
$65K +$681 +2 +1%
CHC
1568
City Holding Co
West Virginia
$64K
IWMA
1569
Ironwood Wealth Management (Arizona)
Arizona
$64K +$36.3K +106 +131%
ICP
1570
Interchange Capital Partners
Pennsylvania
$63K +$63K +184 New
AWM
1571
Aberdeen Wealth Management
Illinois
$58K +$58K +168 New
NSB
1572
Norway Savings Bank
Maine
$57K
OCM
1573
Orion Capital Management
California
$57K +$57K +166 New
RF
1574
Robbins Farley
New Hampshire
$54K +$54K +157 New
APW
1575
Acima Private Wealth
Virginia
$52K