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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 %
TP
1351
Tranquility Partners
Tennessee
$2.64M -$108K -224 -4%
DFC
1352
DBK Financial Counsel
Ohio
$2.62M -$8.17K -17 -0.3%
S
1353
SignatureFD
Georgia
$2.62M -$137K -284 -5%
RFS
1354
Richardson Financial Services
Massachusetts
$2.62M +$1.68M +3,491 +179%
GKWIM
1355
Gerber Kawasaki Wealth & Investment Management
California
$2.61M +$337K +700 +15%
FFWA
1356
Forthright Family Wealth Advisory
Texas
$2.6M +$254K +529 +11%
PP
1357
PDS Planning
Ohio
$2.6M +$332K +690 +15%
LSA
1358
Lion Street Advisors
Texas
$2.6M
WLPWM
1359
Walled Lake Planning & Wealth Management
Illinois
$2.59M +$202K +420 +8%
CCM
1360
Chilton Capital Management
Texas
$2.58M -$1.69M -3,516 -40%
IWN
1361
Independent Wealth Network
Iowa
$2.57M +$48.1K +100 +2%
CCP
1362
Clarity Capital Partners
California
$2.57M +$244K +508 +11%
PCH
1363
PGIM Custom Harvest
New Jersey
$2.57M +$1.98M +4,124 +340%
WGC
1364
Watts Gwilliam & Co
Arizona
$2.56M +$2.56M +5,320 New
GWA
1365
GGM Wealth Advisors
Maryland
$2.55M +$336K +705 +15%
ORG
1366
Optimist Retirement Group
Washington
$2.55M -$79.3K -165 -3%
OMC
1367
Old Mission Capital
Illinois
$2.55M +$2.55M +5,300 New
WA
1368
Waddell & Associates
Tennessee
$2.53M +$85.6K +178 +3%
TIM
1369
Tortoise Investment Management
New York
$2.52M +$31.7K +66 +1%
BIA
1370
Bell Investment Advisors
California
$2.51M -$24K -50 -1%
AI
1371
Arrien Investments
Idaho
$2.5M +$45.7K +95 +2%
AI
1372
Accredited Investors
Minnesota
$2.49M +$31.7K +66 +1%
BPWM
1373
Badgley Phelps Wealth Managers
Washington
$2.48M +$29.8K +62 +1%
LIWM
1374
Long Island Wealth Management
New York
$2.48M +$961 +2 +0%
RJTCONH
1375
Raymond James Trust Company of New Hampshire
New Hampshire
$2.48M -$335K -697 -12%