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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 %
FOA
1926
Five Oceans Advisors
California
$773K -$104K -216 -12%
MAWA
1927
Moss Adams Wealth Advisors
Washington
$773K -$70.2K -146 -8%
JWBC
1928
J.W. Burns & Co
New York
$772K +$37.5K +78 +5%
BFM
1929
Broadview Financial Management
Wisconsin
$770K -$47.6K -99 -6%
MLL
1930
Moody Lynn & Lieberson
Massachusetts
$769K -$7.69K -16 -1%
WP
1931
WealthPLAN Partners
Nebraska
$768K
HCM
1932
Hengehold Capital Management
Ohio
$768K +$56.7K +118 +8%
SRWM
1933
Shira Ridge Wealth Management
California
$764K +$63.9K +133 +9%
UW
1934
Unique Wealth
Florida
$764K -$161K -335 -17%
CWM
1935
Collaborative Wealth Management
Florida
$763K -$85.6K -178 -10%
OPWM
1936
Oakwell Private Wealth Management
Texas
$761K +$15.4K +32 +2%
EWA
1937
Etesian Wealth Advisors
Oregon
$760K +$36.5K +76 +5%
CIC
1938
Cutler Investment Counsel
Oregon
$760K +$760K +1,580 New
RCWMU
1939
Rothschild & Co Wealth Management (UK)
United Kingdom
$757K
FFWA
1940
FRG Family Wealth Advisors
Washington
$757K +$295K +640 +64%
WG
1941
Watchman Group
Texas
$754K -$14.9K -31 -2%
RPSA
1942
Richard P. Slaughter Associates
Texas
$754K
DCM
1943
Dimension Capital Management
Florida
$752K
CIA
1944
Covington Investment Advisors
Pennsylvania
$752K +$50K +104 +7%
WCM
1945
Washington Capital Management
Washington
$749K +$749K +1,559 New
FNFDCM
1946
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$749K
WFMPM
1947
Woodley Farra Manion Portfolio Management
Indiana
$749K -$8.65K -18 -1%
HWM
1948
HighMark Wealth Management
Minnesota
$748K +$2.4K +5 +0.3%
AA
1949
Ashford Advisors
New York
$746K
IDA
1950
Intelligence Driven Advisers
California
$745K -$138K -287 -16%