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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 %
RC
676
Rareview Capital
Nevada
$14.1M +$2.25M +4,690 +19%
LPAM
677
Lodestar Private Asset Management
California
$14M +$119K +248 +0.9%
LODC
678
Lanham O'Dell & Company
West Virginia
$13.9M +$1.2M +2,486 +9%
TCM
679
Thomist Capital Management
Texas
$13.9M +$8.41M +17,496 +152%
OCFG
680
O'Connor Financial Group
Illinois
$13.9M +$1.2M +2,500 +9%
AC
681
Avory & Company
Florida
$13.8M
BEAM
682
Baker Ellis Asset Management
Washington
$13.8M +$503K +1,046 +4%
MW
683
Marcum Wealth
Ohio
$13.8M -$557K -1,159 -4%
EAM
684
Evanson Asset Management
California
$13.8M +$2.73M +5,689 +25%
MLIC
685
Mandatum Life Insurance Company
Finland
$13.8M
DWT
686
Dorsey & Whitney Trust
South Dakota
$13.7M -$274K -570 -2%
EPA
687
Element Pointe Advisors
Florida
$13.7M -$3.85K -8 -0%
AAMC
688
Asset Allocation & Management Company
Illinois
$13.7M
1IA
689
1834 Investment Advisors
Wisconsin
$13.7M -$1.05M -2,184 -7%
BGA
690
Battery Global Advisors
Massachusetts
$13.7M +$13.7M +28,486 New
TWP
691
Triad Wealth Partners
Kansas
$13.7M +$13.7M +28,465 New
STB
692
S&T Bank
Pennsylvania
$13.7M -$277K -577 -2%
BBA
693
Braun-Bostich & Associates
Pennsylvania
$13.5M +$6.97M +14,492 +106%
NW
694
NewEdge Wealth
Pennsylvania
$13.5M +$4.68M +10,089 +53%
LIA
695
LBMC Investment Advisors
Tennessee
$13.5M -$420K -873 -3%
RCS
696
Retirement Capital Strategies
California
$13.5M -$724K -1,506 -5%
MAS
697
Madden Advisory Services
Florida
$13.4M -$151K -315 -1%
AC
698
Abbrea Capital
California
$13.4M +$628K +1,306 +5%
CC
699
Courier Capital
New York
$13.4M +$7.29M +15,171 +119%
G
700
Gainplan
Michigan
$13.3M +$699K +1,455 +6%