VOO icon

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 %
EIP
1326
Ellis Investment Partners
Pennsylvania
$2.8M +$270K +561 +11%
KWA
1327
Kingswood Wealth Advisors
California
$2.79M -$385K -801 -12%
PA
1328
Procyon Advisors
Connecticut
$2.78M +$517K +1,075 +23%
UWM
1329
USAdvisors Wealth Management
Minnesota
$2.78M +$2.48M +5,166 +847%
YWS
1330
Yarger Wealth Strategies
Ohio
$2.77M +$235K +488 +9%
FP
1331
Financial Perspectives
Minnesota
$2.77M +$33.2K +69 +1%
CAG
1332
Compass Advisory Group
New York
$2.77M -$20.7K -43 -0.7%
IIC
1333
Ironwood Investment Counsel
Arizona
$2.76M +$132K +274 +5%
FA
1334
Faithward Advisors
Pennsylvania
$2.76M +$197K +409 +8%
BWA
1335
Bordeaux Wealth Advisors
California
$2.76M +$27.9K +58 +1%
CWA
1336
Consilio Wealth Advisors
Washington
$2.72M +$5.29K +11 +0.2%
KCM
1337
Kornitzer Capital Management
Kansas
$2.71M -$97.6K -203 -3%
VFG
1338
Victory Financial Group
Texas
$2.71M -$235K -488 -8%
CWM
1339
Cedar Wealth Management
California
$2.71M +$706K +1,469 +35%
AC
1340
Apella Capital
Connecticut
$2.71M +$456K +956 +20%
AWMNH
1341
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.7M -$122K -258 -4%
HWM
1342
Howard Wealth Management
Connecticut
$2.69M +$115K +240 +4%
SFG
1343
Seamount Financial Group
Colorado
$2.68M +$68.3K +142 +3%
BI
1344
Berkeley Inc
Idaho
$2.68M -$40.9K -85 -2%
S
1345
Sunpointe
Missouri
$2.68M -$10.6K -22 -0.4%
PPWM
1346
Paragon Private Wealth Management
Kentucky
$2.68M +$261K +544 +11%
GAM
1347
Gotham Asset Management
New York
$2.67M -$778K -1,618 -23%
RSWA
1348
Robinson Smith Wealth Advisors
Maine
$2.66M +$481 +1 +0%
LS
1349
Leelyn Smith
Illinois
$2.65M +$1.06M +2,195 +66%
Financial Engines Advisors
1350
Financial Engines Advisors
California
$2.64M +$585K +1,216 +28%