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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 %
RFWA
1751
RPg Family Wealth Advisory
Massachusetts
$26.9K
CI
1752
CX Institutional
Indiana
$26K
RG
1753
Retirement Group
California
$26K +$23.6K +60 +1,000%
CAM
1754
Costello Asset Management
Pennsylvania
$25K
GWMIA
1755
Global Wealth Management Investment Advisory
Florida
$25K
FM
1756
Family Management
New York
$25K +$1.98K +5 +9%
ZC
1757
Zeit Capital
Colorado
$24K
HWM
1758
HighMark Wealth Management
Minnesota
$24K +$400 +1 +2%
JHCP
1759
Jackson Hole Capital Partners
Oklahoma
$22K
EWM
1760
EPG Wealth Management
Georgia
$22K +$22K +56 New
PPWM
1761
PFG Private Wealth Management
Florida
$22K +$22K +57 New
PIP
1762
Peachtree Investment Partners
Florida
$21K
SFC
1763
SYM Financial Corp
Indiana
$21K +$9.72K +25 +86%
DWA
1764
Delos Wealth Advisors
Texas
$20K +$1.15K +3 +6%
PAIM
1765
Punch & Associates Investment Management
Minnesota
$16K -$14K -35 -47%
WQ
1766
Wealth Quarterback
New Jersey
$16K +$3.9K +10 +32%
SCA
1767
Stuart Chaussee & Associates
California
$14K
T2I
1768
Turim 21 Investimentos
Brazil
$13K
CAGAS
1769
Capital Advisory Group Advisory Services
Minnesota
$11K
OAJ
1770
Ogorek Anthony Joseph
New York
$11K
LIA
1771
LBMC Investment Advisors
Tennessee
$10.4K +$7.87K +83,670 +314%
CYG
1772
Clean Yield Group
Vermont
$10K
VCM
1773
Versant Capital Management
Arizona
$10K +$10K +26 New
TAIM
1774
TD Ameritrade Investment Management
Nebraska
$10K +$10K +33 New
BC
1775
Barnett & Company
Tennessee
$9K