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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 %
PAMG
1551
Patton Albertson Miller Group
Tennessee
$636K +$72.5K +166 +13%
MTIC
1552
Missouri Trust & Investment Company
Missouri
$636K +$636K +1,457 New
GAM
1553
Gould Asset Management
California
$634K – – –
DLHL
1554
Donald L. Hagan LLC
Florida
$633K -$20.9K -48 -3%
SS
1555
Simplicity Solutions
Minnesota
$632K -$20.2M -46,173 -97%
AWA
1556
Alta Wealth Advisors
Massachusetts
$631K -$16.6K -38 -3%
WWM
1557
Wagner Wealth Management
South Carolina
$631K +$54.1K +124 +9%
CPA
1558
Court Place Advisors
Maryland
$629K +$3.93K +9 +0.6%
PA
1559
Procyon Advisors
Connecticut
$628K +$1.75K +4 +0.3%
WA
1560
WP Advisors
California
$627K +$24.9K +57 +4%
RGC
1561
Roberts, Glore & Co
Illinois
$626K +$54.6K +125 +10%
WCP
1562
Wick Capital Partners
Pennsylvania
$625K +$625K +1,432 New
CWA
1563
Centennial Wealth Advisory
Michigan
$624K +$85.6K +196 +16%
BCA
1564
Bernzott Capital Advisors
California
$623K – – –
AR
1565
Apeiron RIA
Texas
$622K +$622K +1,424 New
WDG
1566
Wealth Dimensions Group
Ohio
$621K +$873 +2 +0.1%
MIC
1567
Meridian Investment Counsel
California
$616K – – –
JFGIW
1568
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$614K -$4.37K -10 -0.7%
LPWM
1569
Lake Point Wealth Management
Texas
$613K -$1.31K -3 -0.2%
WAM
1570
Weatherly Asset Management
California
$612K – – –
FC
1571
Financial Consulate
Maryland
$609K -$326K -748 -35%
GA
1572
GFS Advisors
Texas
$607K +$87.3K +200 +17%
AAS
1573
Annex Advisory Services
Wisconsin
$607K +$99.1K +227 +20%
AAP
1574
Arax Advisory Partners
Colorado
$606K +$38.8K +89 +7%
CIAS
1575
CBIZ Investment Advisory Services
Ohio
$604K +$604K +1,384 New
61 62
63
64 65