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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 %
EWS
426
Eagle Wealth Strategies
New Jersey
$33.4M -$10.4M -21,623 -24%
GRP
427
Global Retirement Partners
California
$33.2M -$522K -1,085 -2%
BHWA
428
Beacon Harbor Wealth Advisors
Virginia
$33.1M +$640K +1,331 +2%
LWMNY
429
Landmark Wealth Management (New York)
New York
$33M -$939K -1,953 -3%
Citadel Advisors
430
Citadel Advisors
Florida
$33M +$3.44M +7,159 +12%
AWA
431
Arete Wealth Advisors
Illinois
$32.9M +$2.62M +5,441 +9%
RWA
432
Rooted Wealth Advisors
Illinois
$32.7M +$592K +1,242 +2%
MCC
433
Money Concepts Capital
Florida
$32.6M +$1.35M +2,805 +4%
BAM
434
Belpointe Asset Management
Nevada
$32.4M +$5.92M +12,321 +22%
AW
435
Avion Wealth
Texas
$32.3M -$1.05M -2,177 -3%
CIBC World Market
436
CIBC World Market
Ontario, Canada
$32.1M +$722K +1,502 +2%
RWRC
437
R.W. Roge & Company
New York
$32M +$149K +309 +0.5%
FSCM
438
Front Street Capital Management
Montana
$31.9M +$795K +1,654 +3%
FPCP
439
Fort Point Capital Partners
California
$31.8M +$4.9M +10,193 +18%
B
440
Bailard
California
$31.5M -$2.08M -4,330 -6%
PAI
441
Pittenger & Anderson Inc
Nebraska
$31.4M +$427K +889 +1%
ECM
442
EMC Capital Management
Texas
$31M +$661K +1,386 +2%
TW
443
Traveka Wealth
California
$30.9M +$5M +10,402 +19%
GWM
444
Geneos Wealth Management
Colorado
$30.9M -$2.38M -4,953 -7%
National Bank of Canada
445
National Bank of Canada
Quebec, Canada
$30.8M +$8.44M +17,633 +38%
DF
446
Dunhill Financial
United Kingdom
$30.7M +$5.74M +11,954 +23%
CPA
447
Cardiff Park Advisors
California
$30.6M +$30.6M +63,707 New
HAS
448
HBW Advisory Services
California
$30.4M
QWP
449
Quotient Wealth Partners
Texas
$30.3M -$46.6M -96,973 -61%
AWM
450
Avior Wealth Management
Nebraska
$30.3M +$1.12M +2,321 +4%