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Vanguard S&P 500 ETF

2,912 hedge funds and large institutions have $199B invested in Vanguard S&P 500 ETF in 2024 Q3 according to their latest regulatory filings, with 211 funds opening new positions, 1,435 increasing their positions, 881 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,912
Holders Change
+100
Holders Change %
+3.56%
% of All Funds
42.12%
Holding in Top 10
673
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.66%
% of All Funds
9.73%
New
211
Increased
1,435
Reduced
881
Closed
75
Calls
$1.45B
Puts
$1.75B
Net Calls
-$302M
Net Calls Change
-$257M
Name Holding Trade Value Shares
Change
Shares
Change %
CWS
1701
Confluence Wealth Services
Pennsylvania
$1.54M +$82.8K +157 +6%
PCM
1702
Princeton Capital Management
New Jersey
$1.54M +$90.2K +171 +6%
CFP
1703
Cascade Financial Partners
California
$1.54M -$15.5K -29 -1%
VCAM
1704
Van Cleef Asset Management
Ohio
$1.54M -$2.11K -4 -0.1%
TTWM
1705
TCV Trust & Wealth Management
Virginia
$1.54M
LWM
1706
Latko Wealth Management
Illinois
$1.54M +$1.54M +2,910 New
PPW
1707
Parcion Private Wealth
Washington
$1.53M +$1.06K +2 +0.1%
VPIM
1708
Vanguard Personalized Indexing Management
California
$1.53M -$103K -196 -6%
GC
1709
Guggenheim Capital
Illinois
$1.53M -$7.56M -14,335 -83%
VFIC
1710
Valley Forge Investment Consultants
Pennsylvania
$1.52M +$5.28K +10 +0.3%
LJAC
1711
L.J. Altfest & Co
New York
$1.52M +$1.19M +2,260 +370%
MGWM
1712
Marks Group Wealth Management
Minnesota
$1.51M
TAM
1713
Tocqueville Asset Management
New York
$1.51M -$119K -225 -7%
WF
1714
Welch & Forbes
Massachusetts
$1.51M
LW
1715
Libra Wealth
California
$1.5M +$13.2K +25 +0.9%
BWCS
1716
Beirne Wealth Consulting Services
Connecticut
$1.5M +$4.77K +9 +0.3%
CFG
1717
Cooper Financial Group
California
$1.5M +$72.8K +138 +5%
FNBOMD
1718
First National Bank of Mount Dora
Florida
$1.49M +$833K +1,579 +126%
CIA
1719
Compass Ion Advisors
Pennsylvania
$1.49M -$393K -745 -21%
BWP
1720
Balboa Wealth Partners
Arizona
$1.49M +$286K +542 +24%
RRCM
1721
Rappaport Reiches Capital Management
Illinois
$1.49M +$3.69K +7 +0.2%
KA
1722
Kooman & Associates
Pennsylvania
$1.49M +$1.58K +3 +0.1%
FWS
1723
FinDec Wealth Services
California
$1.49M +$2.11K +4 +0.1%
PPWP
1724
Premier Path Wealth Partners
New Jersey
$1.48M +$2.64K +5 +0.2%
MCM
1725
MV Capital Management
Maryland
$1.48M -$7.39K -14 -0.5%