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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 %
TPCW
401
TD Private Client Wealth
New York
$36.7M +$2.45M +5,096 +7%
FG
402
Fiduciary Group
Georgia
$36.6M +$405K +842 +1%
OHIS
403
Oak Harvest Investment Services
Texas
$36.5M -$1.46M -3,033 -4%
LNC
404
Lincoln National Corp
Pennsylvania
$36.4M +$3.32M +6,915 +10%
BP
405
BBR Partners
New York
$36.4M -$224K -467 -0.6%
MCM
406
MAI Capital Management
Ohio
$36.2M +$23.7M +49,236 +188%
RA
407
RFG Advisory
Alabama
$36.2M -$3.02M -6,289 -8%
AAM
408
Ameraudi Asset Management
New York
$36.1M +$2.37M +4,922 +7%
MFIMFI
409
Mesirow Financial Investment Management - Fixed Income
Illinois
$36.1M -$711K -1,480 -2%
PFA
410
Pure Financial Advisors
California
$35.5M -$565K -1,175 -2%
SWM
411
SigFig Wealth Management
California
$35.4M -$5.18M -10,779 -13%
PGWM
412
Parisi Gray Wealth Management
New Jersey
$35.3M -$3.21M -6,677 -8%
MWC
413
MBM Wealth Consultants
Missouri
$35.3M +$6.25K +13 +0%
MWM
414
Modern Wealth Management
Kansas
$34.9M +$2.38M +4,946 +7%
GT
415
Greenleaf Trust
Michigan
$34.6M -$1.69M -3,510 -5%
LFGH
416
Lee Financial Group Hawaii
Hawaii
$34.4M -$95.2K -198 -0.3%
PFM
417
Phillips Financial Management
Indiana
$34.4M -$2.04M -4,246 -6%
CW
418
Cook Wealth
North Carolina
$34.3M +$2.54M +5,479 +8%
JFG
419
JDM Financial Group
Texas
$34.3M +$899K +1,871 +3%
SAM
420
Securian Asset Management
Minnesota
$34.2M +$389K +810 +1%
SFA
421
Souders Financial Advisors
Ohio
$33.9M -$648K -1,349 -2%
RA
422
Resolute Advisors
California
$33.9M +$1.07M +2,227 +3%
SQA
423
Simon Quick Advisors
New Jersey
$33.8M +$29.1M +60,549 +621%
NIM
424
Northeast Investment Management
Massachusetts
$33.5M -$8.8M -18,316 -21%
AA
425
Aufman Associates
Pennsylvania
$33.4M -$279K -580 -0.8%