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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 %
EBA
2001
Eagle Bay Advisors
New York
$90K -$62.2K -141 -41%
PSB
2002
Piscataqua Savings Bank
New Hampshire
$90K +$90K +207 New
AWM
2003
AllSquare Wealth Management
New York
$89K – – –
CIA
2004
Cascade Investment Advisors
Oregon
$87.3K – – –
AIP
2005
Ahrens Investment Partners
Louisiana
$77K +$77K +177 New
BWS
2006
BCR Wealth Strategies
Alabama
$76K +$76K +173 New
NSB
2007
Norway Savings Bank
Maine
$72K – – –
RF
2008
Robbins Farley
New Hampshire
$71K -$2.19K -5 -3%
FWA
2009
FSC Wealth Advisors
New York
$70K +$70K +160 New
IAG
2010
Investmark Advisory Group
Connecticut
$68K +$68K +157 New
PCA
2011
Providence Capital Advisors
North Carolina
$64K – – –
OC
2012
Oakworth Capital
Alabama
$63K – – –
PWMG
2013
Prestige Wealth Management Group
New Jersey
$63K +$434 +1 +0.7%
VCM
2014
Vigilant Capital Management
Maine
$60K +$60K +137 New
MHR
2015
Matthew Hamilton Rosenberg
$58K – – –
PP
2016
PFS Partners
New Jersey
$55K +$55K +126 New
MAM
2017
McCarthy Asset Management
California
$55K – – –
BAM
2018
Bellevue Asset Management
Washington
$55K – – –
NIC
2019
Northwest Investment Counselors
Oregon
$52K +$52K +120 New
FFA
2020
Freedman Financial Associates
Massachusetts
$50K – – –
PWC
2021
PYA Waltman Capital
Tennessee
$50K +$50K +115 New
TF
2022
TimeScale Financial
Massachusetts
$46K -$8.32K -19 -15%
STCOSD
2023
Sageworth Trust Company of South Dakota
South Dakota
$46K – – –
GGI
2024
Godsey & Gibb Inc
Virginia
$46K +$46K +105 New
AWA
2025
Aquire Wealth Advisors
Utah
$46K +$46K +105 New
79 80
81
82 83