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Vanguard S&P 500 ETF
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Overview Fund Activity

2,103 hedge funds and large institutions have $116B invested in Vanguard S&P 500 ETF in 2021 Q4 according to their latest regulatory filings, with 415 funds opening new positions, 906 increasing their positions, 517 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,103
Holders Change
+313
Holders Change %
+17.49%
% of All Funds
32.48%
Holding in Top 10
461
Holding in Top 10 Change
+70
Holding in Top 10 Change %
+17.9%
% of All Funds
7.12%
New
415
Increased
906
Reduced
517
Closed
74
Calls
$585M
Puts
$2.66B
Net Calls
-$2.08B
Net Calls Change
-$1.25B

Top Buyers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
+$3.7B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$791M
3
Morgan Stanley
Morgan Stanley
New York
+$487M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$481M
5
APF
Alaska Permanent Fund
Alaska
+$329M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$11.6B
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$487M
3
Wells Fargo
Wells Fargo
California
-$366M
4
SMFG
Sumitomo Mitsui Financial Group
Japan
-$298M
5
IUHSA
Itau Unibanco Holding S.A.
Brazil
-$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPC
1726
Consolidated Planning Corp
Georgia
$403K – – –
LNB
1727
Ledyard National Bank
$402K – – –
MJRIC
1728
Mogy Joel R Investment Counsel
California
$401K -$437 -1 -0.1%
BWCS
1729
Beirne Wealth Consulting Services
Connecticut
$401K +$401K +918 New
PWA
1730
PCG Wealth Advisors
Kansas
$399K +$399K +914 New
HPC
1731
Hobart Private Capital
North Carolina
$397K -$29.7K -68 -7%
FF
1732
FourThought Financial
Florida
$397K +$436 +1 +0.1%
SCA
1733
Stonebridge Capital Advisors
Minnesota
$396K +$85.6K +196 +28%
EWM
1734
Executive Wealth Management
Michigan
$395K -$166K -380 -30%
BOPW
1735
Brandywine Oak Private Wealth
Pennsylvania
$394K +$453 +1 +0.1%
WA
1736
WESPAC Advisors
California
$391K +$873 +2 +0.2%
OAM
1737
Occidental Asset Management
California
$391K +$391K +896 New
PG
1738
Patten Group
Tennessee
$389K – – –
PFA
1739
Pathway Financial Advisors
Vermont
$389K +$389K +939 New
PCFFS
1740
Pacific Center for Financial Services
California
$388K – – –
APW
1741
Austin Private Wealth
Texas
$386K -$33.6K -77 -8%
HW
1742
Hancock Whitney
Mississippi
$386K +$103K +236 +36%
PFP
1743
Paragon Financial Partners
California
$384K +$384K +880 New
MKC
1744
M. Kraus & Co
Vermont
$382K – – –
CFG
1745
Cooper Financial Group
California
$380K -$405K -929 -52%
PTC
1746
Philadelphia Trust Company
Pennsylvania
$377K +$96.1K +220 +34%
DSN
1747
D. Scott Neal
Kentucky
$377K +$377K +863 New
CPA
1748
Capital Planning Advisors
California
$376K +$52.8K +121 +16%
LI
1749
Lafayette Investments
Maryland
$374K +$874 +2 +0.2%
EF
1750
Empirical Finance
Pennsylvania
$373K +$3.93K +9 +1%
68 69
70
71 72