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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 %
IWMA
1626
Ironwood Wealth Management (Arizona)
Arizona
$62K -$5.8K -16 -9%
OCM
1627
Orion Capital Management
California
$60K
NSB
1628
Norway Savings Bank
Maine
$60K
APW
1629
Acima Private Wealth
Virginia
$55K
PCA
1630
Providence Capital Advisors
North Carolina
$53K -$19.2K -53 -27%
AC
1631
Arjuna Capital
North Carolina
$53K +$53K +145 New
MAM
1632
McCarthy Asset Management
California
$46K
NIC
1633
Northwest Investment Counselors
Oregon
$46K +$46K +125 New
RCA
1634
Ranch Capital Advisors
Florida
$45K +$35.4K +99 +367%
PWC
1635
PYA Waltman Capital
Tennessee
$42K
FFA
1636
Freedman Financial Associates
Massachusetts
$42K
STCOSD
1637
Sageworth Trust Company of South Dakota
South Dakota
$39K
KFS
1638
Kelly Financial Services
Massachusetts
$38.5K +$364 +1 +1%
PIP
1639
Peachtree Investment Partners
Florida
$37K +$37K +101 New
MSFP
1640
Mark Sheptoff Financial Planning
Connecticut
$36K -$36K -100 -50%
SFP
1641
Sterling Financial Planning
New Jersey
$36K
FHC
1642
First Horizon Corporation
Tennessee
$36K
IF
1643
Ironwood Financial
Arizona
$36K
APWM
1644
Atlas Private Wealth Management
New York
$36K
SMG
1645
Spectrum Management Group
Indiana
$35K
TRCT
1646
Tower Research Capital (TRC)
New York
$34K -$28.6M -78,227 -100%
NFSG
1647
Newbridge Financial Services Group
Florida
$34K +$362 +1 +1%
SC
1648
SouthState Corp
Florida
$32K
MHR
1649
Matthew Hamilton Rosenberg
$31K +$1.44K +4 +5%
MAWCM
1650
Mine & Arao Wealth Creation & Management
California
$29K