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Vanguard S&P 500 ETF

2,062 hedge funds and large institutions have $114B invested in Vanguard S&P 500 ETF in 2022 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 1,015 increasing their positions, 658 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,062
Holders Change
-18
Holders Change %
-0.87%
% of All Funds
35.66%
Holding in Top 10
496
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+3.33%
% of All Funds
8.58%
New
105
Increased
1,015
Reduced
658
Closed
93
Calls
$950M
Puts
$3.46B
Net Calls
-$2.51B
Net Calls Change
-$558M
Name Holding Trade Value Shares
Change
Shares
Change %
RC
401
Roundview Capital
New Jersey
$18.5M +$693K +2,111 +4%
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$18.4M +$500K +1,522 +3%
BWM
403
BerganKDV Wealth Management
Minnesota
$18.4M +$626K +1,907 +4%
BAM
404
Banta Asset Management
California
$18.3M -$891K -2,715 -5%
RWG
405
Ratio Wealth Group
Colorado
$18.3M -$72.9K -222 -0.4%
FMP
406
Financial Management Professionals
Texas
$18.1M +$654K +1,991 +4%
MA
407
Momentum Advisors
New York
$17.8M +$504K +1,535 +3%
WAP
408
Wealthcare Advisory Partners
Pennsylvania
$17.7M -$279K -850 -2%
GG
409
GenWealth Group
New Jersey
$17.6M -$602K -1,834 -3%
OPS
410
Orion Portfolio Solutions
Nebraska
$17.6M +$597K +1,818 +4%
SFG
411
Sage Financial Group
Pennsylvania
$17.4M +$906K +2,760 +5%
OIA
412
OneDigital Investment Advisors
Kansas
$17.3M -$21.7M -66,003 -56%
SFG
413
StrategIQ Financial Group
Indiana
$17.2M +$9.85K +30 +0.1%
TSW
414
Thompson Siegel & Walmsley
Virginia
$17.2M -$1.09M -3,306 -6%
COCM
415
Charter Oak Capital Management
New Hampshire
$17.1M +$4.66M +14,185 +37%
SC
416
Stephens Consulting
Michigan
$17.1M +$292K +888 +2%
OHWP
417
Oak Harbor Wealth Partners
North Carolina
$17M +$597K +1,819 +4%
TFCP
418
Twin Focus Capital Partners
Massachusetts
$16.9M +$925K +2,818 +6%
SAM
419
Sompo Asset Management
Japan
$16.9M +$360K +1,097 +2%
SC
420
Savant Capital
Illinois
$16.8M +$370K +1,127 +2%
First Trust Advisors
421
First Trust Advisors
Illinois
$16.8M +$2.42M +7,383 +17%
Amundi
422
Amundi
France
$16.7M -$1.56M -4,500 -9%
AWM
423
Avior Wealth Management
Nebraska
$16.5M +$1.03M +3,135 +7%
SF
424
Synovus Financial
Georgia
$16.5M +$3.02M +9,202 +22%
MIAN
425
Mariner Independent Advisor Network
Kansas
$16.5M -$388K -1,182 -2%