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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
39.68%
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 %
LFS
176
Lutz Financial Services
Nebraska
$122M -$611K -1,271 -0.5%
IB
177
Intrust Bank
Kansas
$122M -$9.97M -20,750 -8%
Victory Capital Management
178
Victory Capital Management
Texas
$121M +$3.05M +6,349 +3%
BWL
179
Bogart Wealth LLC
Virginia
$119M -$859K -1,788 -0.7%
BCWM
180
Bartlett & Co Wealth Management
Ohio
$118M +$2.16M +4,491 +2%
AIM
181
Allen Investment Management
New York
$117M +$707K +1,470 +0.6%
VWM
182
Venturi Wealth Management
Texas
$117M -$988K -2,056 -0.8%
Bank Julius Baer & Co
183
Bank Julius Baer & Co
Switzerland
$116M -$4.89M -9,579 -4%
RJT
184
Raymond James Trust
Florida
$114M +$5.08M +10,578 +5%
AFFA
185
ALM First Financial Advisors
Texas
$112M +$727K +1,650 +0.7%
TC
186
Toews Corporation
New Jersey
$112M -$3.75M -7,800 -3%
LGWM
187
Litman Gregory Wealth Management
California
$110M +$2.59M +5,394 +2%
ODIJL
188
One Day In July LLC
Vermont
$109M -$626K -1,303 -0.6%
GM
189
GeoWealth Management
Illinois
$109M +$99.4M +206,789 +1,019%
ZF
190
Zhang Financial
Michigan
$109M +$11.6M +24,205 +12%
ST
191
Sageworth Trust
Pennsylvania
$108M +$7.02M +14,595 +7%
Betterment LLC
192
Betterment LLC
New York
$107M +$12.5K +26 +0%
DC
193
Davenport & Co
Virginia
$106M +$2.09M +4,349 +2%
Lido Advisors
194
Lido Advisors
California
$106M -$3M -6,234 -3%
GG
195
Gleason Group
Kentucky
$106M +$1.07M +2,231 +1%
CTB
196
Country Trust Bank
Illinois
$106M
CPIG
197
Chicago Partners Investment Group
Illinois
$105M +$5.5M +11,839 +6%
USAA
198
United Services Automobile Association
Texas
$105M +$962K +2,002 +0.9%
WWM
199
Wiser Wealth Management
Georgia
$104M +$4.2M +8,735 +4%
YC
200
Yarbrough Capital
Tennessee
$104M