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Vanguard S&P 500 ETF

1,694 hedge funds and large institutions have $92.8B invested in Vanguard S&P 500 ETF in 2021 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 744 increasing their positions, 568 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,694
Holders Change
+41
Holders Change %
+2.48%
% of All Funds
29.83%
Holding in Top 10
381
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.87%
% of All Funds
6.71%
New
136
Increased
744
Reduced
568
Closed
79
Calls
$215M
Puts
$253M
Net Calls
-$37.9M
Net Calls Change
-$37.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BFP
1751
Briaud Financial Planning
Texas
-$289 -344 Closed
IA
1752
Inspire Advisors
Idaho
-$110K -320 Closed
CTFG
1753
Capstone Triton Financial Group
Oklahoma
-$104K -301 Closed
PS
1754
Planned Solutions
California
-$87K -254 Closed
PWPS
1755
Pinnacle Wealth Planning Services
Ohio
-$82K -239 Closed
CDIA
1756
Capital Directions Investment Advisors
Georgia
-$69K -200 Closed
AWM
1757
Aberdeen Wealth Management
Illinois
-$58K -168 Closed
FWM
1758
FSA Wealth Management
Massachusetts
-$52K -152 Closed
TPWA
1759
TRUE Private Wealth Advisors
Oregon
-$34K -101 Closed
DWM
1760
Defined Wealth Management
Oregon
-$33K -96 Closed
OIM
1761
Oder Investment Management
California
-$32K -96 Closed
SL
1762
Savior LLC
Massachusetts
-$33K -95 Closed
LWCFA
1763
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$30K -88 Closed
LGA
1764
Lebenthal Global Advisors
New York
-$20K -60 Closed
MIM
1765
Merrion Investment Management
New Jersey
-$18K -52 Closed
SFG
1766
Sowa Financial Group
Rhode Island
-$17K -50 Closed
BDWCC
1767
B&D White Capital Company
Texas
-$13K -40 Closed
HGWM
1768
Harvest Group Wealth Management
Massachusetts
-$13K -37 Closed
T2I
1769
Turim 21 Investimentos
Brazil
-$11K -32 Closed
CYG
1770
Clean Yield Group
Vermont
-$9K -26 Closed
HI
1771
Human Investing
Oregon
-$8K -24 Closed
BHWM
1772
Bay Harbor Wealth Management
Maryland
-$5K -14 Closed
WAM
1773
Wallington Asset Management
Indiana
-$3K -10 Closed
CT
1774
Clearstead Trust
Maine
-$3K -9 Closed
SIAG
1775
Signet Investment Advisory Group
Rhode Island
-$2K -7 Closed