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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 %
BAWC
1951
Boyce & Associates Wealth Consulting
Texas
$745K +$2.4K +5 +0.3%
ACM
1952
Advance Capital Management
Michigan
$744K +$8.17K +17 +1%
WA
1953
Wealth Architects
California
$743K
FWSM
1954
First Wilshire Securities Management
California
$737K
LWCFA
1955
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$735K -$1.17M -2,540 -61%
PFA
1956
Pathway Financial Advisors
Vermont
$734K
AWM
1957
Ameliora Wealth Management
Switzerland
$733K +$529K +1,100 +259%
BHWM
1958
Bar Harbor Wealth Management
New Hampshire
$728K +$12K +25 +2%
WAM
1959
Walker Asset Management
Missouri
$727K +$304K +633 +72%
VOYA Investment Management
1960
VOYA Investment Management
Georgia
$725K
CSB
1961
City State Bank
Iowa
$725K +$140K +292 +24%
HI
1962
Hoey Investments
Pennsylvania
$723K -$736K -1,532 -50%
VT
1963
Vise Technologies
New York
$721K +$721K +1,500 New
CAM
1964
Congress Asset Management
Massachusetts
$721K
BFWA
1965
Benchmark Financial Wealth Advisors
Florida
$720K +$220K +458 +44%
AWA
1966
Arbor Wealth Advisors
Michigan
$719K
HCM
1967
Hall Capital Management
Rhode Island
$719K
AC
1968
Avestar Capital
New York
$718K -$75.5K -157 -10%
HCMG
1969
Howard Capital Management Group
California
$718K +$718K +1,493 New
WDG
1970
Wealth Dimensions Group
Ohio
$713K +$481 +1 +0.1%
BCM
1971
Bourgeon Capital Management
Connecticut
$713K +$640K +1,331 +870%
MPM
1972
Meritage Portfolio Management
Kansas
$713K +$5.77K +12 +0.8%
LA
1973
Lane & Associates
New Jersey
$707K +$9.14K +19 +1%
FPCG
1974
Forum Private Client Group
Indiana
$707K -$139K -290 -16%
DWG
1975
Darden Wealth Group
Michigan
$707K +$24.5K +51 +4%