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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 %
KFS
1651
Kelly Financial Services
Massachusetts
$106K +$106K +41,522 +39,172%
IWMA
1652
Ironwood Wealth Management (Arizona)
Arizona
$102K +$34.7K +88 +51%
GC
1653
Garde Capital
Washington
$101K -$9.43K -24 -9%
LWA
1654
Lenox Wealth Advisors
New York
$98K
TVWM
1655
Tower View Wealth Management
Wisconsin
$91K
ETI
1656
Enterprise Trust & Investment
California
$90K
PWP
1657
Personal Wealth Partners
Minnesota
$89K +$89K +225 New
HR
1658
Howe & Rusling
New York
$87K -$13.1K -33 -13%
EBA
1659
Eagle Bay Advisors
New York
$81K +$81K +204 New
CPWM
1660
Cypress Point Wealth Management
Texas
$80K -$38.2K -97 -32%
AWM
1661
AllSquare Wealth Management
New York
$80K
CIA
1662
Cascade Investment Advisors
Oregon
$78.7K
HI
1663
Hudock Inc
Pennsylvania
$75K
CHC
1664
City Holding Co
West Virginia
$73K
IWP
1665
IAG Wealth Partners
Wisconsin
$71K -$3.57K -9 -5%
NSB
1666
Norway Savings Bank
Maine
$65K
APW
1667
Acima Private Wealth
Virginia
$59K
PCA
1668
Providence Capital Advisors
North Carolina
$57K
NFSG
1669
Newbridge Financial Services Group
Florida
$55K +$17.8K +45 +48%
TF
1670
TimeScale Financial
Massachusetts
$49K -$28.5K -72 -37%
RCA
1671
Ranch Capital Advisors
Florida
$49K
MAM
1672
McCarthy Asset Management
California
$49K
LSA
1673
Lion Street Advisors
Texas
$45.3K +$45.3K +115 New
FFA
1674
Freedman Financial Associates
Massachusetts
$45K
HPC
1675
HM Payson & Co
Maine
$44K -$905K -2,324 -95%