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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 %
STCOSD
1676
Sageworth Trust Company of South Dakota
South Dakota
$42K
FHC
1677
First Horizon Corporation
Tennessee
$39K
PFSC
1678
Peoples Financial Services Corp
Pennsylvania
$39K +$39K +100 New
JWBC
1679
John W. Brooker & Co
California
$38K +$38K +96 New
SMG
1680
Spectrum Management Group
Indiana
$37K
SC
1681
SouthState Corp
Florida
$35K
LWCFA
1682
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35K +$35K +88 New
SFP
1683
Sterling Financial Planning
New Jersey
$34K -$5.2K -13 -13%
MHR
1684
Matthew Hamilton Rosenberg
$34K
PIA
1685
Powell Investment Advisors
Florida
$31K
MAWCM
1686
Mine & Arao Wealth Creation & Management
California
$31K
CCMIC
1687
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$30K
LF
1688
Lee Financial
Texas
$30K +$9.74K +25 +48%
PAIM
1689
Punch & Associates Investment Management
Minnesota
$30K +$15.6K +39 +108%
LCM
1690
Logan Capital Management
Pennsylvania
$30K +$30K +76 New
TCWA
1691
Ten Capital Wealth Advisors
Washington
$30K +$30K +77 New
WAS
1692
Winch Advisory Services
Wisconsin
$29K
HFA
1693
HC Financial Advisors
California
$29K +$29K +73 New
GCM
1694
Garland Capital Management
Washington
$28K
CP
1695
Corbenic Partners
Pennsylvania
$28K
DAM
1696
Delta Asset Management
Tennessee
$28K +$2K +5 +8%
ZB
1697
Zions Bancorporation
Utah
$27K +$27K +69 New
RFWA
1698
RPg Family Wealth Advisory
Massachusetts
$26.9K +$26.9K +68 New
CI
1699
CX Institutional
Indiana
$26K
GWMIA
1700
Global Wealth Management Investment Advisory
Florida
$25K -$3.13K -8 -11%