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Vanguard S&P 500 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
2026
WFA Asset Management
Wisconsin
$45.1K +$45.1K +103 New
M
2027
MOTCO
Texas
$45K
SMG
2028
Spectrum Management Group
Indiana
$45K +$3.89K +9 +9%
CWM
2029
CarsonAllaria Wealth Management
Illinois
$44K +$44K +100 New
JWBC
2030
John W. Brooker & Co
California
$42K
LWMNY
2031
Landmark Wealth Management (New York)
New York
$42K +$42K +96,294 New
KFS
2032
Kelly Financial Services
Massachusetts
$41.4K -$4.79K -11 -10%
MAWCM
2033
Mine & Arao Wealth Creation & Management
California
$39K +$4.33K +10 +13%
SC
2034
SouthState Corp
Florida
$38K
LWCFA
2035
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$38K
WFS
2036
Widmann Financial Services
Maryland
$37K +$37K +85 New
SIAP
2037
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$35K
PIA
2038
Powell Investment Advisors
Florida
$35K +$35K +80 New
TCWA
2039
Ten Capital Wealth Advisors
Washington
$34K -$3.53K -8 -9%
LCM
2040
Logan Capital Management
Pennsylvania
$33K
OAJ
2041
Ogorek Anthony Joseph
New York
$33K +$20.6K +48 +166%
AA
2042
Addison Advisors
Vermont
$33K +$33K +75 New
WAS
2043
Winch Advisory Services
Wisconsin
$32K
HFA
2044
HC Financial Advisors
California
$32K
CP
2045
Corbenic Partners
Pennsylvania
$31K
GCM
2046
Garland Capital Management
Washington
$31K
EWM
2047
EPG Wealth Management
Georgia
$31K +$6.55K +15 +27%
ZB
2048
Zions Bancorporation
Utah
$30K
RFWA
2049
RPg Family Wealth Advisory
Massachusetts
$29.7K
PAIM
2050
Punch & Associates Investment Management
Minnesota
$29K +$11.4K +26 +65%