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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 %
APC
1551
Aspire Private Capital
North Carolina
$311K +$10.6K +27 +4%
CCM
1552
Carlson Capital Management
Minnesota
$310K -$19.7K -50 -6%
LWA
1553
LWS Wealth Advisors
New Jersey
$308K +$308K +780 New
HIC
1554
Holderness Investments Company
North Carolina
$307K +$307K +779 New
I
1555
INVST
Indiana
$306K -$3.94K -10 -1%
SCA
1556
Sage Capital Advisors
South Dakota
$304K -$43.4K -110 -13%
LWM
1557
Lyell Wealth Management
California
$304K – – –
KCM
1558
Kanawha Capital Management
Virginia
$303K -$18.2K -46 -6%
WP
1559
WealthPLAN Partners
Nebraska
$303K +$24.1K +56 +9%
VWM
1560
Venturi Wealth Management
Texas
$302K -$790 -2 -0.3%
SAM
1561
Silvercrest Asset Management
New York
$302K – – –
IAP
1562
Indie Asset Partners
Indiana
$301K – – –
CAG
1563
Curtis Advisory Group
California
$300K -$49.3K -125 -14%
JFA
1564
JNBA Financial Advisors
Minnesota
$298K +$33.9K +86 +13%
JIP
1565
JBJ Investment Partners
South Carolina
$296K -$22.8K -58 -7%
NAS
1566
Nicolet Advisory Services
Wisconsin
$296K +$48.7K +123 +20%
VFG
1567
V2 Financial group
Illinois
$294K +$8.28K +21 +3%
CPA
1568
Capital Planning Advisors
California
$292K – – –
CWM
1569
Cranbrook Wealth Management
Michigan
$288K – – –
OEP
1570
Ocean Endowment Partners
Illinois
$285K – – –
HW
1571
Hedeker Wealth
Illinois
$285K +$285K +723 New
AA
1572
Ashford Advisors
New York
$284K – – –
GCM
1573
Gibraltar Capital Management
Oklahoma
$284K +$284K +719 New
BWM
1574
Baystate Wealth Management
Massachusetts
$283K +$1.18K +3 +0.4%
SFP
1575
Sandbox Financial Partners
Maryland
$282K -$162K -411 -37%
61 62
63
64 65