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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 %
PIA
451
Pinion Investment Advisors
Kansas
$18M +$4.38M +11,643 +32%
WJWM
452
Williams Jones Wealth Management
New York
$17.9M +$341K +908 +2%
OHWP
453
Oak Harbor Wealth Partners
North Carolina
$17.8M -$1.75M -4,656 -9%
HSA
454
HBK Sorce Advisory
Pennsylvania
$17.7M -$18.2M -48,437 -51%
KTC
455
Kistler-Tiffany Companies
Pennsylvania
$17.6M -$329K -875 -2%
WPW
456
Waldron Private Wealth
Pennsylvania
$17.6M +$4.76M +12,658 +37%
F4L
457
Fortune 45 LLC
Louisiana
$17.6M +$998K +2,653 +6%
BHWM
458
Beaird Harris Wealth Management
Texas
$17.4M +$2.04M +5,434 +13%
SF
459
Summit Financial
New Jersey
$17.4M -$495K -1,315 -3%
BFA
460
Beaumont Financial Advisors
Massachusetts
$17.2M -$1.3M -3,449 -7%
PWLP
461
Prio Wealth Limited Partnership
Massachusetts
$17.2M +$2.16M +5,753 +14%
Legacy Financial Group (Iowa)
462
Legacy Financial Group (Iowa)
Iowa
$17.1M +$10.2M +27,137 +148%
BFG
463
Barber Financial Group
Kansas
$17M +$7.64M +20,323 +81%
WTC
464
WhitTier Trust Company
Nevada
$17M -$82.7K -220 -0.5%
KHLMTHM
465
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$16.9M
National Bank of Canada
466
National Bank of Canada
Quebec, Canada
$16.8M -$651K -1,733 -4%
CLG
467
Cooperman Leon G
$16.8M
SFPM
468
Sensible Financial Planning & Management
Massachusetts
$16.4M -$3.39K -9 -0%
Franklin Resources
469
Franklin Resources
California
$16.4M -$19.9M -52,924 -55%
EWM
470
Evercore Wealth Management
New York
$16.2M -$19.6K -52 -0.1%
HNWAG
471
High Net Worth Advisory Group
Florida
$16.2M -$238K -632 -1%
Berkshire Hathaway
472
Berkshire Hathaway
Nebraska
$16.2M
CFO
473
CVA Family Office
Colorado
$16M +$270K +718 +2%
VFA
474
Valeo Financial Advisors
Indiana
$15.9M -$305K -810 -2%
PCM
475
Parsons Capital Management
Rhode Island
$15.8M +$422K +1,121 +3%