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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 %
FWM
1576
FSA Wealth Management
Massachusetts
$52K +$52K +152 New
SIS
1577
Sound Income Strategies
Florida
$47K
CI
1578
CX Institutional
Indiana
$46K +$7.55K +22 +20%
BAM
1579
Bellevue Asset Management
Washington
$44K
MAM
1580
McCarthy Asset Management
California
$43K +$43K +125 New
PWC
1581
PYA Waltman Capital
Tennessee
$40K
FFA
1582
Freedman Financial Associates
Massachusetts
$39K +$39K +114 New
KFS
1583
Kelly Financial Services
Massachusetts
$36.2K
AF
1584
Arrow Financial
New York
$36K
STCOSD
1585
Sageworth Trust Company of South Dakota
South Dakota
$36K +$36K +106 New
CAL
1586
Capital Analysts LLC
Pennsylvania
$35K +$343 +1 +1%
FHC
1587
First Horizon Corporation
Tennessee
$34K -$414K -1,218 -92%
IF
1588
Ironwood Financial
Arizona
$34K
TPWA
1589
TRUE Private Wealth Advisors
Oregon
$34K +$337 +1 +1%
APWM
1590
Atlas Private Wealth Management
New York
$34K +$340 +1 +1%
SFP
1591
Sterling Financial Planning
New Jersey
$34K +$34K +98 New
SMG
1592
Spectrum Management Group
Indiana
$33K
SL
1593
Savior LLC
Massachusetts
$33K
DWM
1594
Defined Wealth Management
Oregon
$33K +$33K +96 New
NFSG
1595
Newbridge Financial Services Group
Florida
$32K -$26.8K -78 -46%
OIM
1596
Oder Investment Management
California
$32K +$32K +96 New
LWCFA
1597
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30K -$1M -2,940 -97%
SC
1598
SouthState Corp
Florida
$30K +$13K +38 +76%
MHR
1599
Matthew Hamilton Rosenberg
$28K
RA
1600
Reby Advisors
Connecticut
$28K +$28K +80 New