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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 %
MFGM
1951
Marshall Financial Group (Maryland)
Maryland
$211K +$211K +482 New
BMWM
1952
Brown Miller Wealth Management
Virginia
$210K +$210K +482 New
NC
1953
NinePointTwo Capital
California
$210K +$210K +483 New
JWM
1954
JGP Wealth Management
Oregon
$209K +$209K +486 New
JPLA
1955
Joseph P. Lucia & Associates
New York
$208K +$24K +55 +13%
OCM
1956
Orion Capital Management
California
$207K +$5.68K +13 +3%
VF
1957
Vista Finance
Missouri
$207K +$207K +475 New
TWA
1958
TPB Wealth Advisors
Texas
$206K +$206K +471 New
RPG
1959
Resource Planning Group
Georgia
$205K +$205K +470 New
CAM
1960
Covenant Asset Management
New Jersey
$205K +$205K +470 New
RCM
1961
RB Capital Management
Nevada
$204K +$204K +467 New
TFGT
1962
TS Financial Group (TSFG)
Illinois
$201K – – –
TVWM
1963
Tower View Wealth Management
Wisconsin
$200K +$98.5K +225 +97%
SIMG
1964
Sonora Investment Management Group
Arizona
$200K +$200K +457 New
LPIC
1965
LeJeune Puetz Investment Counsel
Michigan
$199K – – –
HPC
1966
HM Payson & Co
Maine
$197K +$14K +32 +8%
AWM
1967
Aspire Wealth Management
Massachusetts
$190K +$190K +435 New
SWM
1968
Sugarloaf Wealth Management
Georgia
$188K +$1.31K +3 +0.7%
ARIS
1969
Advanced Research Investment Solutions
California
$185K -$17.4K -40 -9%
WC
1970
Westwind Capital
New Mexico
$182K – – –
GC
1971
Garde Capital
Washington
$179K -$5.24K -12 -3%
IPW
1972
IronBridge Private Wealth
Texas
$175K -$6.56K -15 -4%
WFA
1973
Wells Financial Advisors
Massachusetts
$175K – – –
FWP
1974
FAS Wealth Partners
Kansas
$174K +$49.8K +114 +40%
FBT
1975
First Bank & Trust
South Dakota
$167K +$75.4K +173 +82%
77 78
79
80 81