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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 %
SMDAM
1676
Sumitomo Mitsui DS Asset Management
Japan
$1.27M +$1.01M +2,102 +391%
MIP
1677
Marietta Investment Partners
Wisconsin
$1.27M
HFS
1678
Heritage Financial Services
Massachusetts
$1.26M -$516K -1,073 -29%
AA
1679
Apriem Advisors
California
$1.26M -$34.1K -71 -3%
FFA
1680
Founders Financial Alliance
North Carolina
$1.26M +$435K +904 +53%
BIA
1681
BHK Investment Advisors
Alabama
$1.26M +$1.26M +2,617 New
VPIM
1682
Vanguard Personalized Indexing Management
California
$1.26M -$108K -224 -8%
WIA
1683
World Investment Advisors
California
$1.26M -$3.74M -7,779 -75%
MW
1684
MBL Wealth
North Carolina
$1.25M +$646K +1,344 +106%
TA
1685
TKG Advisors
Indiana
$1.25M -$138K -288 -10%
VFG
1686
Valley Financial Group
Pennsylvania
$1.25M -$138K -288 -10%
NA
1687
Nottingham Advisors
New York
$1.25M -$3.85K -8 -0.3%
SFWC
1688
Strategic Family Wealth Counselors
New Jersey
$1.25M +$496K +1,031 +66%
TNBTD
1689
Trustmark National Bank Trust Department
Mississippi
$1.25M +$296K +616 +31%
ECM
1690
EagleClaw Capital Management
Massachusetts
$1.25M
BWM
1691
BlackDiamond Wealth Management
New York
$1.24M -$34.6K -72 -3%
IAMOG
1692
Investors Asset Management of Georgia
Georgia
$1.24M +$961 +2 +0.1%
VBFP
1693
Valtinson Bruner Financial Planning
Minnesota
$1.23M +$14.4K +30 +1%
TCOT
1694
Trust Company of Toledo
Ohio
$1.22M +$177K +369 +17%
CT
1695
Clearstead Trust
Maine
$1.22M +$481 +1 +0%
SFP
1696
Strategic Financial Partners
Oregon
$1.22M +$11.1K +23 +0.9%
MIM
1697
Miller Investment Management
Pennsylvania
$1.22M +$1.22M +2,529 New
EA
1698
Evolution Advisers
Virginia
$1.22M +$35.6K +74 +3%
TFM
1699
TFC Financial Management
Massachusetts
$1.21M -$141K -293 -10%
EBT
1700
Enterprise Bank & Trust
Massachusetts
$1.2M -$9.61K -20 -0.8%