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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 %
CTA
1576
Chesley Taft & Associates
Illinois
$600K +$10.9K +25 +2%
SCM
1577
SOL Capital Management
Maryland
$600K +$77.7K +178 +15%
WAG
1578
Winthrop Advisory Group
Massachusetts
$599K -$12.7K -29 -2%
BWM
1579
BlackDiamond Wealth Management
New York
$598K +$598K +1,370 New
P
1580
&Partners
Tennessee
$596K +$6.98K +16 +1%
CWG
1581
Crown Wealth Group
North Carolina
$592K +$592K +1,356 New
CAP
1582
Columbia Advisory Partners
Washington
$591K +$591K +1,353 New
BWA
1583
Bordeaux Wealth Advisors
California
$590K – – –
HVP
1584
Hudson Value Partners
Florida
$587K – – –
RDFA
1585
Ritter Daniher Financial Advisory
Ohio
$578K -$21.8K -50 -4%
MFS
1586
Madrona Financial Services
Washington
$578K +$3.49K +8 +0.6%
TC
1587
Telemus Capital
Michigan
$576K +$76.4K +175 +15%
AWA
1588
Archvest Wealth Advisors
California
$571K +$571K +1,309 New
SFG
1589
Synergy Financial Group
California
$570K +$570K +1,306 New
TAM
1590
Taurus Asset Management
New York
$568K – – –
SFM
1591
Signet Financial Management
New Jersey
$567K – – –
CAM
1592
CenterStar Asset Management
Illinois
$566K – – –
EGA
1593
Eagle Global Advisors
Texas
$566K – – –
WCM
1594
Wealthcare Capital Management
Virginia
$561K -$34.5K -79 -6%
CWA
1595
Clarity Wealth Advisors
California
$561K +$3.49K +8 +0.6%
FA
1596
Financial Advisors
Massachusetts
$561K +$60.2K +138 +12%
CC
1597
Capital Counsel
New York
$560K – – –
WDC
1598
Woodward Diversified Capital
California
$560K +$560K +1,283 New
KAM
1599
Knightsbridge Asset Management
California
$559K +$52K +119 +10%
MWM
1600
MorganRosel Wealth Management
Colorado
$558K +$3.49K +8 +0.6%
62 63
64
65 66