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Vanguard S&P 500 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
LWA
1701
Lenox Wealth Advisors
New York
$99K
TVWM
1702
Tower View Wealth Management
Wisconsin
$92K
GI
1703
Gradient Investments
Minnesota
$90K -$55.1K -139 -38%
ETI
1704
Enterprise Trust & Investment
California
$90K
HA
1705
Herold Advisors
New York
$89K +$89K +228 New
HR
1706
Howe & Rusling
New York
$87K
IWP
1707
IAG Wealth Partners
Wisconsin
$85K +$13.6K +34 +19%
SFA
1708
Semmax Financial Advisors
North Carolina
$84K -$835K -2,117 -91%
FBT
1709
First Bank & Trust
South Dakota
$83K +$83K +210 New
GPA
1710
Guidance Point Advisors
Massachusetts
$83K +$83K +212 New
AWM
1711
AllSquare Wealth Management
New York
$80K
CPWM
1712
Cypress Point Wealth Management
Texas
$80K
CIA
1713
Cascade Investment Advisors
Oregon
$78.9K
RCA
1714
Ranch Capital Advisors
Florida
$77K +$27.5K +70 +56%
IWA
1715
IBEX Wealth Advisors
New Jersey
$77K +$77K +196 New
NFSG
1716
Newbridge Financial Services Group
Florida
$75K +$20.4K +52 +37%
CHC
1717
City Holding Co
West Virginia
$73K
HI
1718
Hudock Inc
Pennsylvania
$72K -$3.15K -8 -4%
RF
1719
Robbins Farley
New Hampshire
$66K +$66K +167 New
NSB
1720
Norway Savings Bank
Maine
$65K
PCA
1721
Providence Capital Advisors
North Carolina
$58K
PWMG
1722
Prestige Wealth Management Group
New Jersey
$57K +$53K +134 +1,340%
OC
1723
Oakworth Capital
Alabama
$57K +$57K +144 New
MHR
1724
Matthew Hamilton Rosenberg
$52K +$18.1K +46 +53%
BAM
1725
Bellevue Asset Management
Washington
$50K -$71.6K -179 -59%