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Vanguard S&P 500 ETF

2,655 hedge funds and large institutions have $152B invested in Vanguard S&P 500 ETF in 2023 Q4 according to their latest regulatory filings, with 364 funds opening new positions, 1,255 increasing their positions, 771 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,655
Holders Change
+256
Holders Change %
+10.67%
% of All Funds
38.92%
Holding in Top 10
627
Holding in Top 10 Change
+70
Holding in Top 10 Change %
+12.57%
% of All Funds
9.19%
New
364
Increased
1,255
Reduced
771
Closed
71
Calls
$1.03B
Puts
$791M
Net Calls
+$238M
Net Calls Change
-$57.8M
Name Holding Trade Value Shares
Change
Shares
Change %
OCFG
701
O'Connor Financial Group
Illinois
$11.6M +$864K +1,978 +8%
HTC
702
Haverford Trust Company
Pennsylvania
$11.5M +$8.74K +20 +0.1%
BWM
703
BCS Wealth Management
Tennessee
$11.5M +$471K +1,078 +4%
G
704
Gainplan
Michigan
$11.5M +$70.8K +162 +0.6%
NG
705
Northstar Group
New York
$11.5M +$132K +303 +1%
UI
706
Unconventional Investor
New Hampshire
$11.4M +$220K +504 +2%
MCM
707
MAI Capital Management
Ohio
$11.4M +$276K +631 +2%
MNBTD
708
Moody National Bank Trust Division
Texas
$11.4M -$7.78M -17,800 -40%
AP
709
Adero Partners
California
$11.4M -$12.7K -29 -0.1%
KFGK
710
Keystone Financial Group (Kentucky)
Kentucky
$11.3M -$104K -238 -0.9%
PI
711
Pachira Investments
California
$11.3M -$527K -1,206 -4%
MWM
712
Meridian Wealth Management
Kentucky
$11.2M +$4.98M +11,410 +80%
VF
713
Virtu Financial
New York
$11.2M +$11.2M +25,639 New
HWP
714
Highline Wealth Partners
California
$11.2M +$556K +1,272 +5%
CIM
715
Corda Investment Management
Texas
$11.2M +$213K +487 +2%
WI
716
Wintrust Investments
Illinois
$11.2M +$1.98M +4,537 +22%
DIA
717
Dana Investment Advisors
Wisconsin
$11.2M +$3.85M +8,809 +53%
ASI
718
Advisory Services & Investments
Oregon
$11.2M +$506K +1,159 +5%
CA
719
CSM Advisors
Pennsylvania
$11.1M +$118K +270 +1%
MIFH
720
Migdal Insurance & Financial Holdings
Israel
$11.1M -$1.1M -2,505 -9%
PVH
721
Psagot Value Holdings
Israel
$11.1M -$474K -1,083 -4%
FFO
722
Fiduciary Family Office
Florida
$11.1M +$11.1M +25,319 New
BL
723
Balentine LLC
Georgia
$11.1M -$69.9K -160 -0.6%
AAG
724
Armstrong Advisory Group
Massachusetts
$11M -$111K -254 -1%
ACM
725
AlphaStar Capital Management
North Carolina
$11M +$7.48M +8,563 +213%