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Vanguard S&P 500 ETF
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Overview Fund Activity

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

Top Buyers

1
CS
Credit Suisse
Switzerland
$834M
2
APF
Alaska Permanent Fund
Alaska
$856M
3
Vanguard Group
Vanguard Group
Pennsylvania
$5.9B
4
RJA
Raymond James & Associates
Florida
$7.08B
5
Citigroup
Citigroup
New York
$423M

Top Sellers

1
FP
Financial Perspectives
Minnesota
$2.14M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
$258M
3
MSL
Mackay Shields LLC
New York
$393M
4
DILIC
Dai-ichi Life Insurance Company
Japan
$0
5
Franklin Resources
Franklin Resources
California
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCG
151
Opus Capital Group
Ohio
$78.6M +$2.27M +5,781 +3%
IC
152
IEQ Capital
California
$77.6M +$7.25M +18,412 +10%
AIP
153
Ameritas Investment Partners
Nebraska
$77.5M -$3.54M -9,000 -4%
BCWM
154
Bartlett & Co Wealth Management
Ohio
$75.9M -$6.47M -16,392 -8%
BC
155
Bartlett & Co
Ohio
$75.7M -$6.45M -16,392 -8%
BWL
156
Bogart Wealth LLC
Virginia
$75.3M +$13.6M +34,538 +22%
HI
157
Harbour Investments
Wisconsin
$75.2M +$5.37M +13,636 +8%
Jones Financial Companies
158
Jones Financial Companies
Missouri
$73.5M -$5.48M -13,926 -7%
MNG
159
Manning & Napier Group
New York
$72.9M -$71M – –
AF
160
Alerus Financial
North Dakota
$71.5M -$2.34M -5,937 -3%
CA
161
Cambridge Advisors
Nebraska
$70.2M -$1.91M -4,860 -3%
LFS
162
Lutz Financial Services
Nebraska
$69.2M +$5.05M +12,840 +8%
EH
163
Equitable Holdings
New York
$68.2M -$3.06M -7,773 -4%
NA
164
NewEdge Advisors
Louisiana
$68.1M +$2.17M +5,506 +3%
PMFA
165
Plante Moran Financial Advisors
Michigan
$67.9M +$15.9M +40,349 +31%
MPW
166
MA Private Wealth
California
$67.8M -$319K -810 -0.5%
RJT
167
Raymond James Trust
Florida
$67.8M +$2.49M +6,339 +4%
EWM
168
Evermay Wealth Management
Virginia
$65.9M -$1.29M -3,286 -2%
EW
169
Evoke Wealth
California
$65M +$32K +81 +0%
SGCA
170
Steel Grove Capital Advisors
Tennessee
$64.1M +$11.4M +29,078 +22%
ECG
171
Edge Capital Group
Georgia
$63.6M -$1.05M -2,678 -2%
AWMS
172
Advocacy Wealth Management Services
Georgia
$63.5M +$4.05M +10,295 +7%
WFA
173
Websterrogers Financial Advisors
South Carolina
$63.2M +$1.53M +3,912 +2%
SPIA
174
Steward Partners Investment Advisory
New York
$62.5M -$6.35M -16,124 -9%
B
175
Bridgeworth
Alabama
$61.8M -$1.02M -2,598 -2%
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