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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 %
BCA
1576
Berman Capital Advisors
Georgia
$174K +$13.4K +37 +8%
ARIS
1577
Advanced Research Investment Solutions
California
$170K
TFGT
1578
TS Financial Group (TSFG)
Illinois
$168K
JPLA
1579
Joseph P. Lucia & Associates
New York
$159K
PWM
1580
Prentice Wealth Management
New York
$157K +$157K +432 New
LPIC
1581
LeJeune Puetz Investment Counsel
Michigan
$155K -$18.2K -50 -11%
BA
1582
Bellwether Advisors
Nebraska
$152K
WFO
1583
Wealthgate Family Office
Colorado
$149K
WFA
1584
Wells Financial Advisors
Massachusetts
$146K
SIS
1585
Sound Income Strategies
Florida
$145K +$94.7K +260 +190%
VC
1586
Vestor Capital
Illinois
$140K -$120K -331 -46%
AWG
1587
Altus Wealth Group
Colorado
$131K -$76.4K -200 -37%
TLFA
1588
True Link Financial Advisors
California
$129K
HFS
1589
Horizon Financial Services
North Carolina
$128K +$128K +350 New
BCP
1590
Blue Chip Partners
Michigan
$128K +$128K +351 New
RPCA
1591
Running Point Capital Advisors
California
$124K
MPWT
1592
MassMutual Private Wealth & Trust
Connecticut
$122K -$379K -1,045 -76%
SNT
1593
Security National Trust
West Virginia
$120K +$9.12K +25 +8%
CAL
1594
Capital Advisors Ltd
Ohio
$118K +$118K +324 New
LDFR
1595
Lehman & Derafelo Financial Resources
Pennsylvania
$117K +$366 +1 +0.3%
PP
1596
Pacifica Partners
Canada
$116K -$5.56K -15 -5%
GAM
1597
Grandview Asset Management
Pennsylvania
$114K +$114K +312 New
FI
1598
FormulaFolio Investments
Michigan
$111K -$3.86M -10,089 -97%
CPWM
1599
Cypress Point Wealth Management
Texas
$109K -$363 -1 -0.3%
FCFS
1600
First Command Financial Services
Texas
$106K +$106K +290 New