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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 %
WFO
1626
Wealthgate Family Office
Colorado
$161K
CAL
1627
Capital Analysts LLC
Pennsylvania
$158K -$36.2K -92 -19%
WFA
1628
Wells Financial Advisors
Massachusetts
$157K
CAL
1629
Capital Advisors Ltd
Ohio
$153K +$25.2K +64 +20%
HWMA
1630
Heritage Wealth Management (Arizona)
Arizona
$146K +$33.5K +85 +30%
GI
1631
Gradient Investments
Minnesota
$144K -$98K -249 -40%
TLFA
1632
True Link Financial Advisors
California
$140K
BCP
1633
Blue Chip Partners
Michigan
$138K
RPCA
1634
Running Point Capital Advisors
California
$134K
WWM
1635
Wagner Wealth Management
South Carolina
$131K +$131K +334 New
MPWT
1636
MassMutual Private Wealth & Trust
Connecticut
$130K -$2.36K -6 -2%
LDFR
1637
Lehman & Derafelo Financial Resources
Pennsylvania
$126K
KFI
1638
Key Financial Inc
Pennsylvania
$126K +$26.2K +65 +26%
CDIA
1639
Capital Directions Investment Advisors
Georgia
$124K +$124K +316 New
PP
1640
Pacifica Partners
Canada
$123K
SNT
1641
Security National Trust
West Virginia
$120K -$9.87K -25 -8%
BAM
1642
Bellevue Asset Management
Washington
$120K +$37.5K +95 +45%
FWM
1643
Focused Wealth Management
New York
$118K +$9.08K +23 +8%
HS
1644
Horan Securities
United States
$115K +$39.4K +100 +52%
FI
1645
FormulaFolio Investments
Michigan
$114K
FCFS
1646
First Command Financial Services
Texas
$114K
FCB
1647
First Command Bank
Texas
$114K
ME
1648
McIlrath & Eck
Washington
$111K
FWP
1649
FAS Wealth Partners
Kansas
$110K +$393 +1 +0.4%
BWA
1650
BDO Wealth Advisors
Florida
$108K +$7.86K +20 +8%