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Vanguard S&P 500 ETF

2,737 hedge funds and large institutions have $167B invested in Vanguard S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 215 funds opening new positions, 1,308 increasing their positions, 903 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,737
Holders Change
+82
Holders Change %
+3.09%
% of All Funds
39.68%
Holding in Top 10
638
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.75%
% of All Funds
9.25%
New
215
Increased
1,308
Reduced
903
Closed
93
Calls
$1.52B
Puts
$1.35B
Net Calls
+$174M
Net Calls Change
-$63.7M
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
251
Trevian Wealth Management
Massachusetts
$74.5M +$4.98M +10,360 +7%
SWM
252
SilverOak Wealth Management
Minnesota
$74.4M -$610K -1,268 -0.8%
WFA
253
WestHill Financial Advisors
California
$74.4M -$717K -1,492 -1%
PWM
254
Perigon Wealth Management
California
$73.8M -$2.35M -4,896 -3%
AF
255
Affiance Financial
Minnesota
$73.6M +$1.82M +3,781 +3%
AWM
256
Angeles Wealth Management
California
$73.4M +$4.97M +10,346 +7%
AL
257
Aspiriant LLC
California
$72.9M -$202K -421 -0.3%
CGL
258
Clarius Group LLC
Washington
$72.6M +$13.4M +27,843 +23%
HSBC Holdings
259
HSBC Holdings
United Kingdom
$72.2M +$22.8M +47,426 +46%
FF
260
Francis Financial
$72.2M +$695K +1,446 +1%
ANTB
261
AMG National Trust Bank
Colorado
$72M +$1.5M +3,114 +2%
RH
262
RFG Holdings
Texas
$70.4M +$5.99M +12,445 +9%
WB
263
Webster Bank
Connecticut
$69.8M +$1.64M +3,421 +2%
DWM
264
Dechtman Wealth Management
Colorado
$68.5M +$6.93M +14,407 +11%
HWM
265
HB Wealth Management
Georgia
$68M +$4.69M +9,752 +7%
EWM
266
Evermay Wealth Management
Virginia
$67.7M -$777K -1,616 -1%
RWB
267
RMR Wealth Builders
New Jersey
$67.4M +$2M +4,162 +3%
ML
268
Mayport LLC
Massachusetts
$67M +$10.2M +21,293 +18%
SW
269
SVB Wealth
Massachusetts
$66.4M -$12.5M -25,952 -16%
AFAS
270
Acorn Financial Advisory Services
Virginia
$66.2M -$5.32M -11,072 -7%
SW
271
Simplicity Wealth
New Jersey
$65.3M +$61.9M +128,746 +1,819%
EW
272
Evoke Wealth
California
$64.7M +$64.7M +134,647 New
TCB
273
Texas Capital Bancshares
Texas
$64.1M +$9.02M +18,765 +16%
WT
274
Washington Trust
Rhode Island
$64.1M +$2.04M +4,242 +3%
WSWA
275
Warren Street Wealth Advisors
California
$63.9M +$2.02M +4,209 +3%