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Vanguard S&P 500 ETF
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Overview Fund Activity

1,790 hedge funds and large institutions have $108B invested in Vanguard S&P 500 ETF in 2021 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 834 increasing their positions, 548 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,790
Holders Change
+52
Holders Change %
+2.99%
% of All Funds
31.44%
Holding in Top 10
391
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+2.36%
% of All Funds
6.87%
New
128
Increased
834
Reduced
548
Closed
51
Calls
$285M
Puts
$1.11B
Net Calls
-$829M
Net Calls Change
+$184M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$677M
2
AIA
Angeles Investment Advisors
California
+$538M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$526M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$480M
5
Franklin Resources
Franklin Resources
California
+$392M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
-$855M
2
PPA
Parametric Portfolio Associates
Washington
-$221M
3
PVH
Psagot Value Holdings
Israel
-$192M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$107M
5
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
1676
HM Payson & Co
Maine
$165K +$121K +306 +271%
IPW
1677
IronBridge Private Wealth
Texas
$164K – – –
WC
1678
Westwind Capital
New Mexico
$164K – – –
WFO
1679
Wealthgate Family Office
Colorado
$162K – – –
WFA
1680
Wells Financial Advisors
Massachusetts
$158K – – –
OIA
1681
Optimum Investment Advisors
Illinois
$156K -$313K -792 -67%
CAL
1682
Capital Advisors Ltd
Ohio
$153K – – –
CDIA
1683
Capital Directions Investment Advisors
Georgia
$147K +$22.5K +57 +18%
LDFR
1684
Lehman & Derafelo Financial Resources
Pennsylvania
$142K +$15.8K +40 +13%
PWM
1685
Prentice Wealth Management
New York
$140K -$31.2K -79 -18%
BCP
1686
Blue Chip Partners
Michigan
$139K +$395 +1 +0.3%
EBA
1687
Eagle Bay Advisors
New York
$137K +$56K +141 +69%
CAL
1688
Capital Analysts LLC
Pennsylvania
$133K -$24.3K -62 -15%
MPWT
1689
MassMutual Private Wealth & Trust
Connecticut
$130K – – –
PP
1690
Pacifica Partners
Canada
$128K – – –
KFI
1691
Key Financial Inc
Pennsylvania
$123K – – –
Group One Trading
1692
Group One Trading
Illinois
$121K +$121K +306 New
SNT
1693
Security National Trust
West Virginia
$120K – – –
FWM
1694
Focused Wealth Management
New York
$118K +$393 +1 +0.3%
JWM
1695
Jackson Wealth Management
Florida
$117K -$2.4K -602 -2%
HBT
1696
Hills Bank & Trust
Iowa
$113K +$113K +287 New
FWP
1697
FAS Wealth Partners
Kansas
$112K +$1.58K +4 +1%
ME
1698
McIlrath & Eck
Washington
$111K – – –
BWA
1699
BDO Wealth Advisors
Florida
$109K – – –
IWMA
1700
Ironwood Wealth Management (Arizona)
Arizona
$102K – – –
66 67
68
69 70