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Vanguard S&P 500 ETF

2,371 hedge funds and large institutions have $130B invested in Vanguard S&P 500 ETF in 2023 Q2 according to their latest regulatory filings, with 205 funds opening new positions, 989 increasing their positions, 815 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,371
Holders Change
+94
Holders Change %
+4.13%
% of All Funds
37.39%
Holding in Top 10
555
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+7.35%
% of All Funds
8.75%
New
205
Increased
989
Reduced
815
Closed
88
Calls
$836M
Puts
$574M
Net Calls
+$262M
Net Calls Change
+$35.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
1826
Clark Asset Management
New Hampshire
$521K -$148K -364 -22%
DWM
1827
Darwin Wealth Management
Florida
$521K -$68.3K -168 -12%
OFP
1828
OLIO Financial Planning
Virginia
$520K +$520K +1,276 New
MFS
1829
Madrona Financial Services
Washington
$518K -$242K -594 -32%
SWP
1830
Strategic Wealth Partners
Ohio
$517K +$8.96K +22 +2%
IC
1831
Inscription Capital
Texas
$515K
SN
1832
Sittner & Nelson
Oregon
$515K
LIA
1833
LS Investment Advisors
Michigan
$514K
WA
1834
Wealth Alliance
New York
$513K +$48.4K +119 +10%
KCM
1835
Kanawha Capital Management
Virginia
$513K +$17.5K +43 +4%
PBC
1836
Pavion Blue Capital
California
$512K
PCFFS
1837
Pacific Center for Financial Services
California
$510K +$5.3K +13 +1%
FC
1838
Forte Capital
New York
$510K -$15.5K -38 -3%
TWM
1839
Triton Wealth Management
Arizona
$509K +$1.24K +3 +0.2%
RSA
1840
River Street Advisors
Illinois
$508K -$33.4K -82 -6%
XF
1841
XML Financial
Maryland
$508K +$38.7K +95 +8%
NW
1842
Naviter Wealth
Arkansas
$507K +$507K +1,241 New
HIG
1843
Heritage Investment Group
Florida
$505K
NSG
1844
Nalls Sherbakoff Group
Tennessee
$504K -$16.1K -42 -3%
BTIM
1845
BancFirst Trust & Investment Management
Oklahoma
$504K
VAS
1846
Vestmark Advisory Solutions
Massachusetts
$503K +$131K +322 +35%
RFN
1847
RDA Financial Network
Iowa
$502K -$50.9K -125 -9%
MF
1848
Montis Financial
Massachusetts
$502K
NHT
1849
New Hampshire Trust
New Hampshire
$499K -$191K -470 -28%
WTFG
1850
Wells Trecaso Financial Group
Ohio
$499K