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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 %
RWG
1651
Regal Wealth Group
California
$29K +$1.79K +5 +7%
PIA
1652
Powell Investment Advisors
Florida
$29K +$29K +79 New
CCMIC
1653
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$27K
WAS
1654
Winch Advisory Services
Wisconsin
$27K +$365 +1 +1%
GWMIA
1655
Global Wealth Management Investment Advisory
Florida
$26K -$361 -1 -1%
CP
1656
Corbenic Partners
Pennsylvania
$26K
GCM
1657
Garland Capital Management
Washington
$26K
EWM
1658
Edge Wealth Management
New York
$26K +$18.8K +52 +260%
MIH
1659
Meitav Investment House
Israel
$25.4K +$17.6K +48,150 +225%
CI
1660
CX Institutional
Indiana
$24K -$24.7K -68 -51%
DAM
1661
Delta Asset Management
Tennessee
$24K
CAM
1662
Costello Asset Management
Pennsylvania
$23K
ZC
1663
Zeit Capital
Colorado
$22K
FM
1664
Family Management
New York
$21K
LF
1665
Lee Financial
Texas
$19K -$5.48K -15 -22%
BC
1666
Barnett & Company
Tennessee
$19K +$2.15K +6 +13%
KIG
1667
Kessler Investment Group
Indiana
$15K
HWM
1668
HighMark Wealth Management
Minnesota
$14K +$12.9K +34 +1,133%
CL
1669
COWA LLC
Oklahoma
$13K -$406 -1 -3%
PAIM
1670
Punch & Associates Investment Management
Minnesota
$13K +$361 +1 +3%
EK
1671
Evensky & Katz
Florida
$13K +$13K +35 New
TAIM
1672
TD Ameritrade Investment Management
Nebraska
$11K
IHWM
1673
Iron Horse Wealth Management
Iowa
$11K
OAJ
1674
Ogorek Anthony Joseph
New York
$10K
HI
1675
Hoey Investments
Pennsylvania
$10K