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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 %
SWA
1151
Sax Wealth Advisors
New Jersey
$4.3M +$1.29M +2,688 +43%
JEST
1152
JTC Employer Solutions Trustee
Jersey
$4.25M -$373K -775 -8%
VCM
1153
Vivaldi Capital Management
Illinois
$4.25M -$24.4K -51 -0.6%
FNC
1154
First National Corp
Massachusetts
$4.24M
FFO
1155
Fiduciary Family Office
Florida
$4.21M -$7.96M -16,553 -65%
FAT
1156
First American Trust
California
$4.21M -$939K -1,953 -18%
TWP
1157
Tyche Wealth Partners
Texas
$4.21M -$918K -1,910 -18%
SAM
1158
Silvercrest Asset Management
New York
$4.19M +$764K +1,590 +22%
SFG
1159
Sovereign Financial Group
Connecticut
$4.19M -$294K -612 -7%
OC
1160
Oarsman Capital
Wisconsin
$4.18M -$969K -2,015 -19%
AA
1161
Advisory Alpha
Michigan
$4.17M +$73.1K +152 +2%
LWA
1162
Ledgewood Wealth Advisors
New Hampshire
$4.17M -$15.9K -33 -0.4%
DBRC
1163
D.B. Root & Company
Pennsylvania
$4.16M +$146K +304 +4%
CA
1164
Cullinan Associates
Kentucky
$4.15M -$1.23M -2,559 -23%
PS
1165
Principal Securities
Iowa
$4.14M +$583K +1,213 +16%
JGUA
1166
John G. Ullman & Associates
New York
$4.11M -$109K -227 -3%
HIIFS
1167
Harel Insurance Investments & Financial Services
Israel
$4.09M -$3.55M -7,443 -46%
ECG
1168
EPIQ Capital Group
California
$4.09M +$398K +828 +11%
BCM
1169
BTC Capital Management
Iowa
$4.09M +$4.09M +8,500 New
FNBT
1170
FineMark National Bank & Trust
Florida
$4.08M -$36.5K -76 -0.9%
BCM
1171
Becker Capital Management
Oregon
$4.08M +$685K +1,425 +20%
SC
1172
Syon Capital
California
$4.06M -$4.39M -9,131 -52%
LC
1173
Lindbrook Capital
California
$4.06M +$47.6K +99 +1%
KA
1174
Klingman & Associates
New York
$4.06M -$58.6K -122 -1%
PWP
1175
Phillips Wealth Planners
Mississippi
$4.05M -$170K -367 -4%