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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 %
CCIA
1326
Cherry Creek Investment Advisors
Colorado
$1.32M -$6.02K -16 -0.5%
CCB
1327
Country Club Bank
Missouri
$1.32M -$13K -35 -1%
CI
1328
CX Institutional
Indiana
$1.31M -$1.06M -2,821 -45%
SFPG
1329
Stonebridge Financial Planning Group
Florida
$1.31M -$78.6K -209 -6%
GHA
1330
GW Henssler & Associates
Georgia
$1.31M +$107K +284 +9%
FNBT
1331
FineMark National Bank & Trust
Florida
$1.3M -$81.6K -217 -6%
TAM
1332
Taurus Asset Management
New York
$1.3M +$715K +1,900 +122%
PSCM
1333
Per Stirling Capital Management
Texas
$1.3M +$278K +740 +27%
DCM
1334
DGS Capital Management
New Jersey
$1.3M +$150K +398 +13%
EFG
1335
Everhart Financial Group
Ohio
$1.29M +$10.2K +27 +0.8%
1WA
1336
180 Wealth Advisors
Washington
$1.29M +$43.2K +115 +3%
MWM
1337
Maripau Wealth Management
Indiana
$1.28M -$43.6K -116 -3%
SIA
1338
Sage Investment Advisers
New York
$1.28M +$20.7K +55 +2%
W
1339
Wealthquest
Ohio
$1.27M -$55.7K -148 -4%
HFW
1340
Horizon Family Wealth
Illinois
$1.27M +$22.2K +59 +2%
Lazard Asset Management
1341
Lazard Asset Management
New York
$1.27M
JWM
1342
Janiczek Wealth Management
Colorado
$1.27M +$9.48K +25 +0.8%
CIAS
1343
Capital Investment Advisory Services
North Carolina
$1.27M -$138K -368 -10%
IWA
1344
Intercontinental Wealth Advisors
Texas
$1.27M +$376 +1 +0%
CCMG
1345
Clark Capital Management Group
Pennsylvania
$1.26M +$76.3K +203 +6%
CWP
1346
Core Wealth Partners
California
$1.26M
NAG
1347
Northstar Advisory Group
New Jersey
$1.26M +$4.89K +13 +0.4%
AI
1348
Accredited Investors
Minnesota
$1.26M +$4.89K +13 +0.4%
LW
1349
Libra Wealth
California
$1.26M
D
1350
Diversified
Delaware
$1.25M +$95.9K +255 +8%