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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 %
TI
1201
Truepoint Inc
Ohio
$3.83M -$6.53M -13,585 -63%
PMG
1202
ProVise Management Group
Florida
$3.82M -$2.25M -4,689 -37%
FWP
1203
FAS Wealth Partners
Kansas
$3.81M +$40.4K +84 +1%
B
1204
Bensler
Washington
$3.81M +$6.73K +14 +0.2%
PWA
1205
Primoris Wealth Advisors
Florida
$3.78M +$232K +482 +7%
NCTC
1206
New Covenant Trust Company
Indiana
$3.76M +$3.76M +7,831 New
PIA
1207
Panoramic Investment Advisors
Colorado
$3.76M +$55.8K +116 +2%
CA
1208
Continuum Advisory
Idaho
$3.75M -$1.54M -3,221 -29%
CWP
1209
CFM Wealth Partners
Texas
$3.75M +$86.5K +180 +2%
LFS
1210
Legacy Financial Strategies
Kansas
$3.73M -$135K -280 -3%
AIM
1211
Avity Investment Management
Connecticut
$3.72M +$15.9K +33 +0.4%
FOFP
1212
Fee-Only Financial Planning
South Carolina
$3.7M -$43.3K -90 -1%
IBOK
1213
Independence Bank of Kentucky
Kentucky
$3.69M -$2.58M -5,368 -41%
SWA
1214
Strategies Wealth Advisors
Michigan
$3.69M +$1.66M +3,453 +82%
GSIS
1215
Global Strategic Investment Solutions
Arizona
$3.66M +$3.85K +8 +0.1%
1WM
1216
1900 Wealth Management
Texas
$3.65M +$259K +539 +8%
PRI
1217
Prepared Retirement Institute
Pennsylvania
$3.65M -$404K -840 -10%
RI
1218
Ridgewood Investments
New Jersey
$3.64M +$42.3K +88 +1%
TRCT
1219
Tower Research Capital (TRC)
New York
$3.64M -$3.4M -7,067 -48%
FSA
1220
Fort Sheridan Advisors
Illinois
$3.63M +$381K +792 +12%
CCA
1221
Cobblestone Capital Advisors
New York
$3.62M -$150K -312 -4%
BOM
1222
Bank of Marin
California
$3.61M -$417K -867 -10%
LBC
1223
Lowe Brockenbrough & Co
Virginia
$3.61M -$1.12M -2,324 -24%
FFA
1224
Fi3 Financial Advisors
Indiana
$3.6M -$839K -1,786 -19%
AWA
1225
Adapt Wealth Advisors
Georgia
$3.6M +$3.6M +7,495 New