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Vanguard S&P 500 ETF

1,738 hedge funds and large institutions have $103B invested in Vanguard S&P 500 ETF in 2021 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 792 increasing their positions, 537 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,738
Holders Change
+44
Holders Change %
+2.6%
% of All Funds
30.34%
Holding in Top 10
382
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.26%
% of All Funds
6.67%
New
136
Increased
792
Reduced
537
Closed
75
Calls
$452M
Puts
$1.46B
Net Calls
-$1.01B
Net Calls Change
-$975M
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
1576
Heritage Wealth Advisors
Virginia
$229K
VWM
1577
Valley Wealth Managers
New Jersey
$228K
BWL
1578
Beacon Wealthcare LLC
North Carolina
$227K
AAM
1579
Ascension Asset Management
New York
$227K
BBA
1580
Braun-Bostich & Associates
Pennsylvania
$226K -$107K -272 -32%
CIP
1581
Capital Insight Partners
Arizona
$225K -$5.91K -15 -3%
HT
1582
Heritage Trust
Oklahoma
$225K
HW
1583
Hancock Whitney
Mississippi
$225K +$225K +571 New
AFWM
1584
AMJ Financial Wealth Management
Virginia
$225K +$225K +572 New
SWM
1585
Sugarloaf Wealth Management
Georgia
$224K -$35K -89 -14%
SC
1586
Stolper & Co
Oklahoma
$224K -$1.58K -4 -0.7%
ICP
1587
Ironvine Capital Partners
Nebraska
$223K
IF
1588
Ironwood Financial
Arizona
$222K +$183K +466 +476%
WKWM
1589
Walter & Keenan Wealth Management
Indiana
$222K +$222K +565 New
HIGP
1590
Hill Investment Group Partners
Missouri
$220K +$220K +560 New
NCM
1591
Nelson Capital Management
California
$220K -$4.33K -11 -2%
NEGWA
1592
New England Guild Wealth Advisors
Connecticut
$219K -$24.4K -62 -10%
CCM
1593
Chiron Capital Management
Florida
$217K -$7.88K -20 -4%
MFS
1594
McNamara Financial Services
Massachusetts
$215K +$215K +547 New
BAAM
1595
Baker Avenue Asset Management
California
$214K +$214K +544 New
RRCM
1596
Rappaport Reiches Capital Management
Illinois
$213K +$213K +541 New
GAM
1597
Gemmer Asset Management
California
$212K -$65.2K -166 -24%
PHS
1598
Pekin Hardy Strauss
Illinois
$211K -$31.4K -80 -13%
SP
1599
Successful Portfolios
Florida
$211K +$211K +535 New
DTC
1600
Davidson Trust Company
Washington
$207K +$207K +526 New