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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 %
PA
701
Parkside Advisors
California
$13.3M -$657K -1,366 -5%
PGF
702
Plan Group Financial
Oklahoma
$13.3M +$2.8M +5,823 +27%
WCFA
703
Walkner Condon Financial Advisors
Wisconsin
$13.2M +$480K +999 +4%
RIA
704
Regal Investment Advisors
Michigan
$13.2M +$370K +770 +3%
GWANC
705
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.1M +$19.7K +41 +0.2%
GWA
706
Gibson Wealth Advisors
Texas
$13.1M +$13.1M +27,189 New
EWA
707
Evolution Wealth Advisors
Florida
$13.1M -$399K -830 -3%
GH
708
GAM Holding
Switzerland
$13.1M -$5.57M -11,580 -30%
FW
709
Fairway Wealth
Ohio
$13M +$24K +50 +0.2%
NSAM
710
North Star Asset Management
Wisconsin
$13M -$13.5M -28,007 -51%
PTC
711
Philadelphia Trust Company
Pennsylvania
$12.9M +$28.8K +60 +0.2%
TFCP
712
Twin Focus Capital Partners
Massachusetts
$12.9M +$72.6K +151 +0.6%
DC
713
DeDora Capital
California
$12.9M -$1.21M -2,510 -9%
NG
714
Northstar Group
New York
$12.8M +$168K +349 +1%
USCWA
715
U.S. Capital Wealth Advisors
Texas
$12.8M +$798K +1,660 +7%
MWM
716
Mittelman Wealth Management
Massachusetts
$12.8M +$12.8M +26,574 New
SC
717
Schoolcraft Capital
Colorado
$12.7M -$456K -949 -3%
SWM
718
Sendero Wealth Management
Texas
$12.7M -$437K -909 -3%
SAI
719
Savvy Advisors Inc
New York
$12.7M +$7.06M +14,681 +125%
VST
720
Van Strum & Towne
California
$12.7M -$1.18M -2,445 -8%
HTC
721
Haverford Trust Company
Pennsylvania
$12.6M -$69.7K -145 -0.5%
UI
722
Unconventional Investor
New Hampshire
$12.6M +$51K +106 +0.4%
AP
723
Adero Partners
California
$12.6M +$44.2K +92 +0.4%
GT
724
Glenview Trust
Kentucky
$12.5M +$1.01M +2,110 +9%
MNBTD
725
Moody National Bank Trust Division
Texas
$12.5M -$83.2K -173 -0.7%