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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 %
TMC
1826
Trellus Management Company
Florida
-$236K -600 Closed
AOWM
1827
Alpha Omega Wealth Management
Virginia
-$233K -593 Closed
DSA
1828
Droms Strauss Advisors
Missouri
-$236K -592 Closed
HVIA
1829
Hudson Valley Investment Advisors
New York
-$231K -588 Closed
AFWM
1830
AMJ Financial Wealth Management
Virginia
-$225K -572 Closed
NCM
1831
Nelson Capital Management
California
-$220K -559 Closed
GAM
1832
Gemmer Asset Management
California
-$212K -540 Closed
KFP
1833
KMG Fiduciary Partners
Ohio
-$202K -513 Closed
HWMA
1834
Heritage Wealth Management (Arizona)
Arizona
-$146K -370 Closed
PWP
1835
Personal Wealth Partners
Minnesota
-$89K -225 Closed
PIA
1836
Powell Investment Advisors
Florida
-$31K -79 Closed
CCMIC
1837
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
-$30K -75 Closed
FCAS
1838
First Command Advisory Services
Texas
-$16K -41 Closed
BWP
1839
Baldwin Wealth Partners
Massachusetts
-$13K -32 Closed
HI
1840
Hoey Investments
Pennsylvania
-$11K -27 Closed
PSIWM
1841
Paradigm Strategies in Wealth Management
Minnesota
-$11K -27 Closed
BU
1842
BBVA USA
Alabama
-$6K -15 Closed
FEG
1843
Financial Enhancement Group
Indiana
-$5K -13 Closed
BFG
1844
Baron Financial Group
New Jersey
-$4.72K -12 Closed