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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 %
AWA
1976
Archvest Wealth Advisors
California
$290K +$222K +4,478 +326%
ACG
1977
Allen Capital Group
Nebraska
$290K +$290K +5,850 New
SDAM
1978
Shulman DeMeo Asset Management
New York
$289K +$2.81K +8 +1%
KM
1979
Kalos Management
Georgia
$289K
EA
1980
Eclectic Associates
California
$288K -$16.9K -48 -6%
HR
1981
Howe & Rusling
New York
$288K -$921K -2,622 -76%
PP
1982
PrairieView Partners
Minnesota
$288K +$2.8K +8 +1%
WBC
1983
West Branch Capital
Massachusetts
$286K -$14.4K -41 -5%
FW
1984
FirstPurpose Wealth
Utah
$284K -$54.4K -155 -16%
S
1985
SimplyRich
California
$284K
FCA
1986
FLC Capital Advisors
California
$282K
DP
1987
Dearborn Partners
Illinois
$280K +$1.41K +4 +0.5%
BF
1988
Brogan Financial
Tennessee
$280K +$280K +796 New
DCM
1989
Donaldson Capital Management
Indiana
$279K -$218K -621 -44%
LFG
1990
Lockerman Financial Group
California
$278K +$352 +1 +0.1%
SPI
1991
Santori & Peters Inc
Pennsylvania
$277K -$2.46K -7 -0.9%
JFA
1992
JNBA Financial Advisors
Minnesota
$274K -$30.2K -86 -10%
LWA
1993
LWS Wealth Advisors
New Jersey
$274K
SS
1994
Sound Stewardship
Kansas
$273K +$273K +778 New
WKSWA
1995
White Knight Strategic Wealth Advisors
New Jersey
$271K +$7.74K +22 +3%
NCM
1996
Neumann Capital Management
California
$269K
GWM
1997
Guardian Wealth Management
Illinois
$269K
LFP
1998
Leeward Financial Partners
Washington
$269K +$269K +766 New
LWM
1999
Lodestone Wealth Management
Washington
$269K +$269K +766 New
ACM
2000
Advance Capital Management
Michigan
$269K -$30.9K -88 -10%