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Vanguard S&P 500 ETF

1,334 hedge funds and large institutions have $54.2B invested in Vanguard S&P 500 ETF in 2020 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 648 increasing their positions, 411 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,334
Holders Change
-13
Holders Change %
-0.97%
% of All Funds
29.47%
Holding in Top 10
287
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+7.49%
% of All Funds
6.34%
New
135
Increased
648
Reduced
411
Closed
128
Calls
$155M
Puts
$369M
Net Calls
-$215M
Net Calls Change
-$62M
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
151
Creative Planning
Kansas
$43.3M +$5.77M +24,365 +15%
MPW
152
MA Private Wealth
California
$43.3M +$890K +3,758 +2%
EEP
153
Edgehill Endowment Partners
Connecticut
$42.7M +$8.8M +37,159 +26%
BCWM
154
Bartlett & Co Wealth Management
Ohio
$42.5M +$5.15M +21,727 +14%
BC
155
Bartlett & Co
Ohio
$42.5M +$42.5M +179,661 New
VanEck Associates
156
VanEck Associates
New York
$42M -$13.4M -56,376 -24%
CI
157
Clal Insurance
Israel
$41.3M +$27.8M +117,184 +204%
SIS
158
SVB Investment Services
Utah
$41.3M +$19.9M +84,215 +94%
TA
159
TRB Advisors
New York
$41.1M +$200K +843 +0.5%
HSBC Holdings
160
HSBC Holdings
United Kingdom
$40.1M -$8.7M -36,712 -18%
A
161
AdvicePeriod
California
$40M +$9.28M +39,169 +30%
SBL
162
Sargent Bickham Lagudis
Colorado
$38.7M +$8.07M +34,096 +26%
TRCT
163
Tower Research Capital (TRC)
New York
$38.3M +$38.3M +161,566 New
DCM
164
Dupont Capital Management
Delaware
$38.2M +$4.28M +18,094 +13%
SCM
165
Stordahl Capital Management
Colorado
$37.3M -$4.44M -19,493 -11%
Cerity Partners
166
Cerity Partners
New York
$37.2M +$24.6M +103,968 +196%
OCG
167
Opus Capital Group
Ohio
$37.2M +$411K +1,736 +1%
AL
168
Aspiriant LLC
California
$36.7M +$161K +682 +0.4%
EWM
169
Evermay Wealth Management
Virginia
$35.6M +$8.66M +36,564 +32%
NA
170
NewEdge Advisors
Louisiana
$35.6M +$3.12M +13,193 +10%
SGCA
171
Steel Grove Capital Advisors
Tennessee
$35.3M +$23.9M +101,016 +209%
CFFP
172
Center for Financial Planning
Michigan
$35.2M -$398K -1,681 -1%
BFPW
173
BOK Financial Private Wealth
Colorado
$35.2M +$2.53M +10,675 +8%
Betterment LLC
174
Betterment LLC
New York
$35M +$24.6M +103,913 +236%
BPA
175
Beacon Pointe Advisors
California
$34.3M +$21.5M +90,720 +167%