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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 %
EWM
176
Evermay Wealth Management
Virginia
$64M -$2.13M -5,393 -3%
ECG
177
Edge Capital Group
Georgia
$63.7M -$109K -276 -0.2%
5L
178
55I LLC
Massachusetts
$63.4M +$15M +38,120 +31%
WFA
179
Websterrogers Financial Advisors
South Carolina
$63.2M -$522K -1,324 -0.8%
SPIA
180
Steward Partners Investment Advisory
New York
$63.2M +$551K +1,396 +0.9%
IL
181
Investure LLC
Virginia
$63.1M -$46.7M -118,405 -43%
DT
182
Daniels + Tansey
Delaware
$62M +$2.44M +6,188 +4%
MC
183
McMorgan & Co
California
$61.8M +$10.5M +26,599 +20%
B
184
Bridgeworth
Alabama
$61.5M -$463K -1,173 -0.7%
CCM
185
Condor Capital Management
New Jersey
$60.4M +$1.89M +4,789 +3%
EHPM
186
Emery Howard Portfolio Management
California
$60.4M +$5.63M +14,263 +10%
AL
187
Aspiriant LLC
California
$59.9M +$391K +992 +0.7%
GG
188
Gleason Group
Kentucky
$59.5M +$1.61M +4,075 +3%
SCM
189
Stordahl Capital Management
Colorado
$59.3M +$149K +377 +0.3%
HSBC Holdings
190
HSBC Holdings
United Kingdom
$59.2M +$26M +65,990 +78%
ODIJL
191
One Day In July LLC
Vermont
$58.7M +$3.42M +8,659 +6%
CG
192
Caprock Group
Idaho
$58.6M +$25.7K +65 +0%
Fidelity Investments
193
Fidelity Investments
Massachusetts
$57.9M +$353K +884 +0.6%
FAG
194
Financial Advisory Group
Texas
$57.7M -$525K -1,331 -0.9%
RSWM
195
Robertson Stephens Wealth Management
California
$57.5M +$2.74M +6,920 +5%
SBL
196
Sargent Bickham Lagudis
Colorado
$56.2M +$898K +2,278 +2%
KAS
197
Kestra Advisory Services
Texas
$55.9M +$4.27M +10,836 +8%
1832 Asset Management
198
1832 Asset Management
Ontario, Canada
$54.8M +$59.1K +120 +0.1%
CCM
199
Coldstream Capital Management
Washington
$54.4M -$165K -418 -0.3%
WFA
200
WestHill Financial Advisors
California
$53.1M +$53.1M +134,671 New