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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 %
JGIA
1101
Jackson Grant Investment Advisers
Connecticut
$2.48M +$35.1K +100 +1%
PIA
1102
Perennial Investment Advisors
California
$2.47M -$155K -441 -6%
MHS
1103
M Holdings Securities
Oregon
$2.46M -$8.9M -25,326 -78%
BMA
1104
Brooks Moore & Associates
Tennessee
$2.45M +$187K +532 +8%
CWM
1105
ClientFirst Wealth Management
Arkansas
$2.45M
IFO
1106
Independent Family Office
New York
$2.44M +$587K +1,672 +32%
JWWM
1107
Johnson & White Wealth Management
Pennsylvania
$2.43M +$2.43M +138,027 New
SWM
1108
SeaCrest Wealth Management
New York
$2.43M +$229K +653 +10%
GC
1109
Giverny Capital
Quebec, Canada
$2.42M +$2.42M +6,900 New
BA
1110
Bristlecone Advisors
Washington
$2.42M -$3.74M -10,658 -61%
CCA
1111
Childress Capital Advisors
Texas
$2.41M +$28.5K +81 +1%
BFS
1112
Bradley Foster & Sargent
Connecticut
$2.4M +$229K +651 +11%
QCG
1113
Quadrant Capital Group
Ohio
$2.39M -$5.62K -16 -0.2%
SCA
1114
Sage Capital Advisors
South Dakota
$2.37M +$2.11K +6 +0.1%
OSAM
1115
O'Shaughnessy Asset Management
Connecticut
$2.37M -$188K -536 -7%
BPFA
1116
Barnes Pettey Financial Advisors
Mississippi
$2.37M +$173K +491 +8%
CWP
1117
CFM Wealth Partners
Texas
$2.36M -$4.57K -13 -0.2%
SLG
1118
Stanley-Laman Group
Pennsylvania
$2.36M +$15.8K +45 +0.7%
CWP
1119
Curated Wealth Partners
California
$2.36M -$1.03M -2,931 -30%
BCM
1120
Bayesian Capital Management
New York
$2.35M +$2.35M +6,700 New
CWA
1121
Consilio Wealth Advisors
Washington
$2.35M -$540K -1,538 -19%
PIMG
1122
Patriot Investment Management Group
Tennessee
$2.33M -$2.91M -7,795 -56%
ZIM
1123
Zacks Investment Management
Illinois
$2.32M +$172K +489 +8%
WRPWM
1124
Werba Rubin Papier Wealth Management
California
$2.3M +$2.3M +6,556 New
BMCM
1125
Bryn Mawr Capital Management
Pennsylvania
$2.3M +$207K +590 +10%