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Vanguard S&P 500 ETF

2,255 hedge funds and large institutions have $124B invested in Vanguard S&P 500 ETF in 2022 Q4 according to their latest regulatory filings, with 316 funds opening new positions, 1,034 increasing their positions, 651 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,255
Holders Change
+193
Holders Change %
+9.36%
% of All Funds
36.38%
Holding in Top 10
526
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+6.05%
% of All Funds
8.49%
New
316
Increased
1,034
Reduced
651
Closed
79
Calls
$1.23B
Puts
$1.13B
Net Calls
+$95.4M
Net Calls Change
+$2.61B
Name Holding Trade Value Shares
Change
Shares
Change %
KCFA
1726
Key Client Fiduciary Advisors
New Jersey
$522K +$71.3K +203 +16%
RPWA
1727
Regent Peak Wealth Advisors
Georgia
$522K
OIM
1728
Opus Investment Management
Massachusetts
$516K
ACM
1729
Advisors Capital Management
New Jersey
$515K -$201K -571 -28%
VHAM
1730
Van Hulzen Asset Management
California
$514K -$26.7K -76 -5%
CAM
1731
Concorde Asset Management
Michigan
$514K -$61.2K -174 -11%
LB
1732
Legacy Bridge
Iowa
$514K
WTFG
1733
Wells Trecaso Financial Group
Ohio
$513K +$28.1K +80 +6%
MWP
1734
Madison Wealth Partners
Wisconsin
$512K -$56.6K -161 -10%
CAM
1735
Congress Asset Management
Massachusetts
$511K
HCM
1736
Hengehold Capital Management
Ohio
$509K -$132K -377 -21%
GP
1737
Girard Partners
Pennsylvania
$506K
BFP
1738
Beacon Financial Planning
Massachusetts
$506K +$506K +1,440 New
AAS
1739
Annex Advisory Services
Wisconsin
$505K -$8.79K -25 -2%
P
1740
&Partners
Tennessee
$505K
RWM
1741
Refined Wealth Management
Utah
$504K +$61.5K +175 +14%
BHBT
1742
Burke & Herbert Bank & Trust
Virginia
$499K
MIC
1743
Meridian Investment Counsel
California
$495K
BFA
1744
BMS Financial Advisors
South Dakota
$492K +$26.6K +61 +6%
AFP
1745
Alpha Financial Partners
Kentucky
$492K +$492K +1,401 New
FFH
1746
Fairfax Financial Holdings
Ontario, Canada
$492K
LAM
1747
Lakewood Asset Management
Illinois
$490K +$490K +1,396 New
SIS
1748
Sound Income Strategies
Florida
$490K -$19.7K -56 -4%
SFG
1749
SNS Financial Group
Minnesota
$489K +$1.05K +3 +0.2%
MW
1750
MBL Wealth
North Carolina
$487K