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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 %
PTC
801
Private Trust Company
Ohio
$5.62M -$1.46M -3,891 -21%
EAM
802
Evanson Asset Management
California
$5.62M +$777K +2,066 +16%
EWM
803
Endurance Wealth Management
Rhode Island
$5.61M +$50.8K +135 +0.9%
MG
804
Mather Group
Illinois
$5.59M +$2.18M +5,803 +64%
AO
805
Advisor OS
Illinois
$5.56M +$401K +1,067 +8%
CMBA
806
C.M. Bidwell & Associates
Hawaii
$5.55M -$51.5K -137 -0.9%
BWP
807
BSW Wealth Partners
Colorado
$5.52M -$180K -478 -3%
GFPC
808
Global Financial Private Client
Florida
$5.51M +$256K +677 +5%
IDA
809
Intelligence Driven Advisers
California
$5.5M -$416K -1,110 -7%
TFS
810
Thoroughbred Financial Services
Tennessee
$5.49M +$49.3K +131 +0.9%
JSW
811
Journey Strategic Wealth
New Jersey
$5.47M +$91.4K +243 +2%
WP
812
WealthSource Partners
California
$5.45M +$39.9K +106 +0.7%
ACP
813
Aveo Capital Partners
Colorado
$5.45M +$59.8K +159 +1%
TC
814
TownSquare Capital
Utah
$5.44M -$337K -897 -6%
BJL
815
Brighton Jones LLC
Washington
$5.43M +$597K +1,588 +12%
CSPIA
816
Cary Street Partners Investment Advisory
Virginia
$5.43M +$94K +250 +2%
VRM
817
Vectors Research Management
New York
$5.43M -$714K -1,899 -12%
HC
818
HNP Capital
New York
$5.39M -$738K -1,963 -12%
CWM
819
Connecticut Wealth Management
Connecticut
$5.37M -$1.87M -4,981 -26%
LSIA
820
LaSalle St. Investment Advisors
Illinois
$5.36M +$38.7K +103 +0.7%
HCM
821
Howland Capital Management
Massachusetts
$5.32M +$36.1K +96 +0.7%
UW
822
Unique Wealth
Florida
$5.32M -$2.21M -5,880 -29%
WWM
823
Western Wealth Management
Colorado
$5.23M +$289K +769 +6%
APC
824
Asset Planning Corporation
Tennessee
$5.2M -$188K -499 -3%
AWM
825
Activest Wealth Management
Florida
$5.19M +$5.19M +13,991 New