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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 %
KA
801
Kovack Advisors
Florida
$9.91M +$753K +1,567 +8%
LFAS
802
Level Four Advisory Services
Texas
$9.9M
TF
803
Tompkins Financial
New York
$9.81M +$3.81M +7,928 +64%
LA
804
Legacy Advisors
Pennsylvania
$9.8M +$324K +675 +3%
IAS
805
Insigneo Advisory Services
Florida
$9.79M +$1.62M +3,361 +20%
SCP
806
Sivia Capital Partners
California
$9.78M +$31.2K +65 +0.3%
CFC
807
Coyle Financial Counsel
Illinois
$9.74M +$244K +508 +3%
WIA
808
Wetzel Investment Advisors
Indiana
$9.71M +$271K +590 +3%
ZCM
809
Ziegler Capital Management
Illinois
$9.65M +$72.1K +150 +0.8%
RPGK
810
Retirement Planning Group (Kansas)
Kansas
$9.64M +$548K +1,140 +6%
AQR Capital Management
811
AQR Capital Management
Connecticut
$9.64M +$1.46M +3,032 +18%
SSW
812
Smith Shellnut Wilson
Mississippi
$9.62M +$642K +1,335 +7%
KW
813
KWB Wealth
California
$9.62M -$112K -232 -1%
EP
814
Edgestream Partners
New Jersey
$9.6M +$2.15M +4,469 +29%
RPCA
815
Running Point Capital Advisors
California
$9.59M +$1.12M +2,323 +13%
LIA
816
LS Investment Advisors
Michigan
$9.46M +$3.02M +6,278 +47%
PFBT
817
Parkside Financial Bank & Trust
Missouri
$9.44M +$144K +299 +2%
FA
818
FSA Advisors
Michigan
$9.32M -$549K -1,143 -6%
CF
819
Copperwynd Financial
Arizona
$9.28M +$334K +695 +4%
TBWA
820
Three Bridge Wealth Advisors
California
$9.26M +$3.33M +6,926 +56%
LIA
821
LifePlan Investment Advisors
North Carolina
$9.26M +$115K +239 +1%
RWP
822
Reliant Wealth Planning
Kentucky
$9.25M -$20.6M -42,933 -69%
CWM
823
Connecticut Wealth Management
Connecticut
$9.23M +$181K +377 +2%
HP
824
Hikari Power
Japan
$9.23M
WFA
825
Websterrogers Financial Advisors
South Carolina
$9.2M +$1.6M +3,332 +21%