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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
39.67%
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 %
KPWS
326
Kestra Private Wealth Services
Texas
$50.3M +$13.7M +28,408 +37%
CFIA
327
Cantor Fitzgerald Investment Advisors
New York
$50M -$1.56M -3,245 -3%
PIA
328
Pinion Investment Advisors
Kansas
$49.8M +$5.19M +10,804 +12%
New York State Common Retirement Fund
329
New York State Common Retirement Fund
New York
$49.4M -$16M -33,185 -24%
BP
330
BCK Partners
New York
$49.4M -$908K -1,888 -2%
RG
331
Rathbones Group
United Kingdom
$49M -$190K -396 -0.4%
OL
332
Optas LLC
Texas
$48M +$1.89M +3,940 +4%
TCWA
333
Turtle Creek Wealth Advisors
Texas
$47.2M +$17.5M +36,346 +59%
A
334
Allianz
Germany
$47.2M +$47.2M +98,122 New
KV
335
Kickstand Ventures
New York
$47.1M -$3.68M -7,653 -7%
IWC
336
Integrated Wealth Concepts
Massachusetts
$47M +$5.58M +11,609 +13%
SWA
337
Safir Wealth Advisors
New Hampshire
$47M +$1.36M +2,834 +3%
TCM
338
Twele Capital Management
Minnesota
$46.6M -$1.84M -3,825 -4%
RC
339
Roundview Capital
New Jersey
$46.5M -$57.7K -120 -0.1%
LFA
340
Level Financial Advisors
New York
$46.4M -$739K -1,538 -2%
GIA
341
Gladstone Institutional Advisory
Florida
$46.3M +$1.06M +2,212 +2%
PG
342
Proffitt & Goodson
Tennessee
$46.2M +$996K +2,071 +2%
HSA
343
HBK Sorce Advisory
Pennsylvania
$45.9M -$50.5K -105 -0.1%
SC
344
Scotia Capital
Ontario, Canada
$45.8M -$966K -2,010 -2%
FCH
345
Freestone Capital Holdings
Washington
$45M +$1.15M +2,399 +3%
KA
346
Kearns & Associates
California
$44.8M -$631K -1,312 -1%
IRAG
347
Investment Research & Advisory Group
Georgia
$44.8M -$2.83M -5,878 -6%
JWCA
348
J.W. Cole Advisors
Florida
$44.7M +$29.1M +60,530 +186%
PCP
349
Proficio Capital Partners
Massachusetts
$44.5M -$23.5M -48,827 -35%
MMA
350
Miracle Mile Advisors
California
$44.2M +$9.44M +19,645 +27%