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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 %
PBC
1976
Pavion Blue Capital
California
$706K +$1.44K +3 +0.2%
PCFFS
1977
Pacific Center for Financial Services
California
$706K +$76K +158 +12%
DPW
1978
DiNuzzo Private Wealth
Pennsylvania
$706K
THL
1979
Tillman Hartley LLC
Colorado
$705K +$5.29K +11 +0.8%
CP
1980
Cumberland Partners
Ontario, Canada
$703K +$703K +1,463 New
FMN
1981
Financial Management Network
California
$699K +$3.77K +8 +0.5%
SAM
1982
Summit Asset Management
Tennessee
$698K +$19.2K +40 +3%
AWP
1983
Accretive Wealth Partners
New Jersey
$698K
IF
1984
Ironwood Financial
Arizona
$694K +$5.29K +11 +0.8%
SGK
1985
Steigerwald Gordon & Koch
Virginia
$694K -$163K -339 -19%
FWP
1986
Falcon Wealth Planning
California
$693K +$250K +520 +56%
ASW
1987
Astoria Strategic Wealth
Texas
$692K
TCPG
1988
Trivant Custom Portfolio Group
California
$691K -$122K -254 -15%
WFL
1989
Wealth Forward LLC
North Dakota
$691K
SXL
1990
Summit X LLC
Missouri
$690K +$6.25K +13 +0.9%
AWC
1991
Abundance Wealth Counselors
Pennsylvania
$687K
FWM
1992
Fingerlakes Wealth Management
New York
$687K +$274K +571 +67%
ITB
1993
Idaho Trust Bank
Idaho
$687K +$687K +1,429 New
AAP
1994
Arax Advisory Partners
Colorado
$686K -$1.71M -3,548 -71%
BAM
1995
Berkshire Asset Management
Pennsylvania
$684K
WA
1996
Wealth Alliance
New York
$683K +$125K +260 +22%
MIC
1997
Meridian Investment Counsel
California
$683K -$2.4K -5 -0.4%
DCM
1998
Donaldson Capital Management
Indiana
$679K -$91.3K -190 -12%
TWM
1999
Triton Wealth Management
Arizona
$678K +$150K +323 +28%
PHWM
2000
Pine Harbor Wealth Management
Maryland
$678K -$145K -301 -18%