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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 %
EWA
476
EP Wealth Advisors
California
$26.4M +$523K +1,088 +2%
AA
477
Alta Advisers
United Kingdom
$26.4M -$1.39M -2,888 -5%
EWM
478
Evercore Wealth Management
New York
$26.4M -$134K -278 -0.5%
Franklin Resources
479
Franklin Resources
California
$26.3M +$1.97M +4,093 +8%
BMC
480
Bear Mountain Capital
Washington
$26.3M -$2.28M -4,947 -8%
SLI
481
Sumitomo Life Insurance
Japan
$26.3M -$9.73M -22,900 -27%
RWP
482
RWA Wealth Partners
Massachusetts
$26.3M +$11.1M +23,073 +73%
UF
483
Univest Financial
Pennsylvania
$26.2M -$279K -580 -1%
KWM
484
Kingsview Wealth Management
Oregon
$26M +$3.48M +7,242 +15%
CI
485
Conning Inc
Connecticut
$26M -$254K -528 -1%
EF
486
Empowered Funds
Pennsylvania
$26M +$11.1M +22,991 +74%
PA
487
PFG Advisors
Arizona
$25.9M +$12.6M +26,223 +95%
SPIS
488
Steward Partners Investment Solutions
Oregon
$25.8M +$2.62M +5,459 +11%
CFGS
489
Concourse Financial Group Securities
Alabama
$25.7M +$15.9M +35,238 +162%
CG
490
Clifford Group
Massachusetts
$25.6M +$2.1M +4,370 +9%
MPW
491
MGO Private Wealth
California
$25.4M +$2.45M +5,098 +11%
Principal Financial Group
492
Principal Financial Group
Iowa
$25.4M +$329K +684 +1%
CWC
493
Carolinas Wealth Consulting
North Carolina
$25.2M +$1.03M +2,133 +4%
PWLP
494
Prio Wealth Limited Partnership
Massachusetts
$25.2M +$261K +542 +1%
TSW
495
Thompson Siegel & Walmsley
Virginia
$25.2M +$732K +1,522 +3%
TWC
496
TD Waterhouse Canada
Ontario, Canada
$25.2M +$4.09M +8,355 +19%
SWA
497
SOA Wealth Advisors
New York
$25.1M +$250K +521 +1%
GG
498
GenWealth Group
New Jersey
$25M -$1.21M -2,518 -5%
FMP
499
Financial Management Professionals
Texas
$25M +$1.23M +2,559 +5%
WJWM
500
Williams Jones Wealth Management
New York
$24.9M -$663K -1,380 -3%