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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 %
SCA
1051
Sage Capital Advisors
South Dakota
$2.79M +$252K +671 +10%
SWM
1052
SeaCrest Wealth Management
New York
$2.77M +$178K +473 +7%
WIM
1053
Warwick Investment Management
Texas
$2.75M -$1.21M -3,214 -31%
LSPW
1054
Lake Street Private Wealth
Illinois
$2.74M -$3.09M -8,218 -53%
RWM
1055
RKL Wealth Management
Pennsylvania
$2.74M +$3.38K +9 +0.1%
DBRC
1056
D.B. Root & Company
Pennsylvania
$2.73M -$7.52K -20 -0.3%
ADL
1057
Asset Dedication LLC
California
$2.73M +$44.8K +119 +2%
TP
1058
Tranquility Partners
Tennessee
$2.72M +$53K +141 +2%
QCG
1059
Quadrant Capital Group
Ohio
$2.72M +$159K +423 +6%
FA
1060
Flagstar Advisors
New York
$2.71M -$717K -1,906 -21%
MA
1061
MJP Associates
Connecticut
$2.71M -$88.8K -236 -3%
BA
1062
Bristlecone Advisors
Washington
$2.7M +$106K +283 +4%
PP
1063
Pegasus Partners
Wisconsin
$2.7M
JGIA
1064
Jackson Grant Investment Advisers
Connecticut
$2.69M +$42.1K +112 +2%
IC
1065
Iconiq Capital
California
$2.67M
SLG
1066
Stanley-Laman Group
Pennsylvania
$2.67M +$143K +380 +6%
CAM
1067
Cozad Asset Management
Illinois
$2.67M -$7.15K -19 -0.3%
FCA
1068
Fortis Capital Advisors
Kansas
$2.67M +$2.3M +6,124 +635%
JIP
1069
Jaffetilchin Investment Partners
Florida
$2.66M -$1.63M -4,341 -38%
HKIMG
1070
Hutchens & Kramer Investment Management Group
Indiana
$2.64M -$3.57M -9,500 -57%
JEST
1071
JTC Employer Solutions Trustee
Jersey
$2.64M +$327K +869 +14%
LMKC
1072
L.M. Kohn & Company
Ohio
$2.64M -$193K -513 -7%
BMA
1073
Brooks Moore & Associates
Tennessee
$2.64M +$8.65K +23 +0.3%
AWM
1074
Avondale Wealth Management
Texas
$2.63M -$609K -1,620 -19%
CAM
1075
Columbia Asset Management
Michigan
$2.63M +$2.58M +31,419 +5,254%