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Vanguard S&P 500 ETF

2,277 hedge funds and large institutions have $110B invested in Vanguard S&P 500 ETF in 2023 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 993 increasing their positions, 835 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,277
Holders Change
+22
Holders Change %
+0.98%
% of All Funds
36.44%
Holding in Top 10
517
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-1.71%
% of All Funds
8.27%
New
162
Increased
993
Reduced
835
Closed
92
Calls
$1.05B
Puts
$820M
Net Calls
+$226M
Net Calls Change
+$131M
Name Holding Trade Value Shares
Change
Shares
Change %
PAI
401
Pittenger & Anderson Inc
Nebraska
$21.8M -$746K -1,984 -3%
ZIG
402
Zurich Insurance Group
Switzerland
$21.7M -$14.2M -37,881 -40%
GFP
403
Guardian Financial Partners
California
$21.7M -$2.55M -6,780 -11%
State Street
404
State Street
Massachusetts
$21.7M +$3.38M +8,989 +19%
TF
405
Trek Financial
Arizona
$21.6M -$2.53M -6,720 -10%
FHA
406
First Horizon Advisors
Tennessee
$21.6M -$4.62M -12,290 -18%
PCMC
407
Private Capital Management (Colorado)
Colorado
$21.5M -$278K -739 -1%
WFAG
408
Wescott Financial Advisory Group
Pennsylvania
$21.5M -$714K -1,898 -3%
LMIM
409
Lockheed Martin Investment Management
Maryland
$21.4M -$4.51M -12,000 -17%
CFFNO
410
Common Fund For Nonprofit Organizations
Connecticut
$21.4M -$6.56M -17,448 -23%
GH
411
GAM Holding
Switzerland
$21.2M -$1.55M -4,126 -7%
CWA
412
CM Wealth Advisors
Ohio
$21.2M +$1.02M +2,755 +5%
UF
413
Univest Financial
Pennsylvania
$21.2M -$1.41M -3,762 -6%
SA
414
Scarborough Advisors
Maryland
$21.1M +$15.3M +40,719 +263%
AWM
415
Avior Wealth Management
Nebraska
$21M +$855K +2,273 +4%
RA
416
RFG Advisory
Alabama
$20.9M +$1.79M +4,759 +9%
AF
417
Allworth Financial
California
$20.9M -$1.26M -3,347 -6%
MIC
418
Means Investment Company
Maine
$20.7M +$5.98M +15,902 +41%
BAM
419
Banta Asset Management
California
$20.6M -$57.9K -155 -0.3%
TPCW
420
TD Private Client Wealth
New York
$20.6M -$3.12M -8,290 -13%
CSIA
421
Conrad Siegel Investment Advisors
Pennsylvania
$20.4M +$1.44M +3,839 +8%
SC
422
Savant Capital
Illinois
$20.4M +$663K +1,764 +3%
BCM
423
Basso Capital Management
Connecticut
$20.2M +$17.4M +46,310 +615%
Kovitz Investment Group Partners
424
Kovitz Investment Group Partners
Illinois
$20.2M -$4.65M -12,368 -19%
GC
425
GFG Capital
Florida
$20.1M -$887K -2,420 -4%