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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 %
FWCM
1251
Ferguson Wellman Capital Management
Oregon
$3.36M -$777K -1,616 -19%
RLWM
1252
RF&L Wealth Management
Massachusetts
$3.36M +$319K +663 +10%
TA
1253
Tactive Advisors
Florida
$3.35M -$3.16M -6,573 -49%
BMCM
1254
Bryn Mawr Capital Management
Pennsylvania
$3.35M -$159K -331 -5%
ADL
1255
Asset Dedication LLC
California
$3.34M -$16.8K -35 -0.5%
CWM
1256
Concentric Wealth Management
California
$3.32M +$24.5K +51 +0.7%
CPP
1257
Capasso Planning Partners
South Carolina
$3.31M +$168K +350 +5%
GIA
1258
Goodwin Investment Advisory
Georgia
$3.29M -$154K -320 -4%
OCM
1259
Orser Capital Management
Texas
$3.29M +$2.4M +4,991 +269%
GIM
1260
Guild Investment Management
California
$3.28M +$3.28M +6,825 New
BFO
1261
Biltmore Family Office
North Carolina
$3.28M
IIC
1262
Integrated Investment Consultants
Michigan
$3.28M +$4.33K +9 +0.1%
CPA
1263
Capital Planning Advisors
California
$3.27M +$413K +860 +14%
PG
1264
Prostatis Group
Maryland
$3.24M -$2.92M -6,076 -47%
RIM
1265
RW Investment Management
Idaho
$3.22M -$545K -1,134 -14%
MFG
1266
Magnus Financial Group
New York
$3.22M +$823K +1,712 +34%
MAG
1267
M3 Advisory Group
Massachusetts
$3.21M +$358K +745 +13%
FHC
1268
First Heartland Consultants
Missouri
$3.21M +$45.2K +94 +1%
KWM
1269
Keebeck Wealth Management
Illinois
$3.2M +$12K +25 +0.4%
AR
1270
Advisory Research
Illinois
$3.2M
CCA
1271
Childress Capital Advisors
Texas
$3.19M -$47.6K -99 -1%
CWM
1272
Circle Wealth Management
New Jersey
$3.19M +$114K +237 +4%
SBIA
1273
Sheaff Brock Investment Advisors
Indiana
$3.18M +$120K +249 +4%
ML
1274
McAdam LLC
Pennsylvania
$3.18M +$555K +1,154 +21%
BF
1275
Brooklyn FI
New York
$3.17M +$240K +500 +8%