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Vanguard S&P 500 ETF

2,255 hedge funds and large institutions have $124B invested in Vanguard S&P 500 ETF in 2022 Q4 according to their latest regulatory filings, with 316 funds opening new positions, 1,034 increasing their positions, 651 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,255
Holders Change
+193
Holders Change %
+9.36%
% of All Funds
36.38%
Holding in Top 10
526
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+6.05%
% of All Funds
8.49%
New
316
Increased
1,034
Reduced
651
Closed
79
Calls
$1.23B
Puts
$1.13B
Net Calls
+$95.4M
Net Calls Change
+$2.61B
Name Holding Trade Value Shares
Change
Shares
Change %
RT
826
Rockland Trust
Massachusetts
$5.06M +$613K +1,744 +14%
WP
827
WealthSource Partners
California
$5.06M -$310K -883 -6%
APC
828
Asset Planning Corporation
Tennessee
$5.04M -$39.7K -113 -0.8%
ACP
829
Aveo Capital Partners
Colorado
$5.04M +$1.02M +2,909 +25%
JSW
830
Journey Strategic Wealth
New Jersey
$5.03M +$3.4M +9,666 +208%
CSPIA
831
Cary Street Partners Investment Advisory
Virginia
$4.99M +$526K +1,497 +12%
MWM
832
Mission Wealth Management
California
$4.98M +$1.17M +3,327 +31%
SAM
833
Secure Asset Management
Michigan
$4.97M -$767K -2,182 -13%
LSIA
834
LaSalle St. Investment Advisors
Illinois
$4.97M +$4.97M +14,147 New
KL
835
KilterHowling LLC
Colorado
$4.94M +$115K +328 +2%
HCM
836
Howland Capital Management
Massachusetts
$4.94M +$470K +1,337 +11%
FD
837
Financial Designs
California
$4.92M +$4.92M +14,008 New
ZIG
838
Zuckerman Investment Group
Illinois
$4.91M +$21.1K +60 +0.4%
GFPC
839
Global Financial Private Client
Florida
$4.88M -$550K -1,565 -10%
CAS
840
Coppell Advisory Solutions
Texas
$4.88M +$4.88M +13,899 New
CASC
841
Coppell Advisory Solutions Corp
Texas
$4.88M +$4.88M +13,899 New
BMM
842
Berkshire Money Management
Massachusetts
$4.84M +$741K +2,109 +18%
LIA
843
Luken Investment Analytics
Tennessee
$4.83M +$4.83M +13,753 New
AO
844
Advisor OS
Illinois
$4.82M +$38.7K +110 +0.8%
CAG
845
Csenge Advisory Group
Florida
$4.82M +$241K +685 +5%
CCM
846
Coerente Capital Management
Ontario, Canada
$4.81M
FA
847
Fermata Advisors
California
$4.81M -$670K -1,905 -12%
MSWMA
848
Market Street Wealth Management Advisors
Indiana
$4.8M +$4.46M +12,686 +1,288%
CDH
849
Charles D. Hyman
$4.79M +$4.57K +13 +0.1%
YIA
850
YHB Investment Advisors
Connecticut
$4.79M +$40.1K +114 +0.8%