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Vanguard S&P 500 ETF

1,694 hedge funds and large institutions have $92.8B invested in Vanguard S&P 500 ETF in 2021 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 744 increasing their positions, 568 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,694
Holders Change
+41
Holders Change %
+2.48%
% of All Funds
29.83%
Holding in Top 10
381
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.87%
% of All Funds
6.71%
New
136
Increased
744
Reduced
568
Closed
79
Calls
$215M
Puts
$253M
Net Calls
-$37.9M
Net Calls Change
-$37.2M
Name Holding Trade Value Shares
Change
Shares
Change %
LSAG
201
Lake Street Advisors Group
New Hampshire
$43.2M -$1.21M -3,329 -3%
BP
202
BCK Partners
New York
$42.8M +$2.98M +7,792 +7%
AW
203
Avion Wealth
Texas
$42.2M -$2.68M -7,351 -6%
CCA
204
Catalyst Capital Advisors
New York
$41.9M -$2.43M -6,675 -5%
MRC
205
Millburn Ridgefield Corp
New York
$41.9M -$2.43M -6,675 -5%
ST
206
Sageworth Trust
Pennsylvania
$41.6M -$442K -1,212 -1%
EHPM
207
Emery Howard Portfolio Management
California
$41.6M +$2.72M +7,461 +7%
FWIA
208
Fort Washington Investment Advisors
Ohio
$41M -$23.9M -65,684 -37%
CG
209
Caprock Group
Idaho
$40.6M +$35K +96 +0.1%
Betterment LLC
210
Betterment LLC
New York
$39.9M -$1.45M -3,984 -4%
CG
211
CFO4Life Group
Texas
$39.8M +$15.1M +41,468 +61%
TCM
212
Twele Capital Management
Minnesota
$39.6M -$3.38M -9,287 -8%
Natixis Advisors
213
Natixis Advisors
Massachusetts
$39.2M -$621K -1,706 -2%
RWP
214
Reliant Wealth Planning
Kentucky
$38.8M +$721K +1,978 +2%
OFS
215
Oldfather Financial Services
Nebraska
$38.5M +$404K +1,077 +1%
AWA
216
Arete Wealth Advisors
Illinois
$38.3M -$155K -424 -0.4%
FAAM
217
First Ascent Asset Management
Colorado
$38M +$6.11M +16,781 +19%
AA
218
Alta Advisers
United Kingdom
$37.8M -$3.97M -10,886 -9%
GH
219
GAM Holding
Switzerland
$37.2M -$1.86M -5,100 -5%
PIMG
220
Patriot Investment Management Group
Tennessee
$36.5M +$470K +1,289 +1%
AIIMS
221
Analyst IMS Investment Management Services
Israel
$36.4M +$26.2M +71,855 +256%
HCM
222
Hollencrest Capital Management
California
$36.3M +$2.63M +7,220 +8%
MAFM
223
Mid Atlantic Financial Management
Pennsylvania
$36.2M +$957K +2,626 +3%
CPO
224
Cerity Partners OCIO
New York
$35.9M +$3.68M +10,104 +11%
SC
225
Sierra Capital
Florida
$35.9M +$35.9M +98,646 New