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Vanguard S&P 500 ETF

2,080 hedge funds and large institutions have $99.4B invested in Vanguard S&P 500 ETF in 2022 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 927 increasing their positions, 719 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,080
Holders Change
-44
Holders Change %
-2.07%
% of All Funds
35.17%
Holding in Top 10
480
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.05%
% of All Funds
8.12%
New
119
Increased
927
Reduced
719
Closed
138
Calls
$1.24B
Puts
$3.2B
Net Calls
-$1.95B
Net Calls Change
+$230M
Name Holding Trade Value Shares
Change
Shares
Change %
AA
2001
Addison Advisors
Vermont
$54K +$15.9K +46 +42%
PCA
2002
Providence Capital Advisors
North Carolina
$51K
WSC
2003
Wellington Shields & Co
New York
$51K +$51K +146 New
OC
2004
Oakworth Capital
Alabama
$50K
DWMG
2005
DB Wealth Management Group
California
$48K +$4.49K +13 +10%
HBW
2006
Hazlett, Burt & Watson
West Virginia
$46K +$22K +64 +91%
BAM
2007
Bellevue Asset Management
Washington
$44K
PP
2008
PFS Partners
New Jersey
$43.9K
NIC
2009
Northwest Investment Counselors
Oregon
$42K
HI
2010
Hoey Investments
Pennsylvania
$41K +$41K +119 New
PWC
2011
PYA Waltman Capital
Tennessee
$40K
BA
2012
Bivin & Associates
Oklahoma
$38K
MAWCM
2013
Mine & Arao Wealth Creation & Management
California
$36K +$1.4K +4 +4%
CWM
2014
CarsonAllaria Wealth Management
Illinois
$35K
KFS
2015
Kelly Financial Services
Massachusetts
$33K
SIAP
2016
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$33K
JWBC
2017
John W. Brooker & Co
California
$33K
RF
2018
Robbins Farley
New Hampshire
$31K -$8.27K -24 -21%
BRWM
2019
B. Riley Wealth Management
Tennessee
$30.5K +$3.83K +1,769 +14%
PWM
2020
Provident Wealth Management
Tennessee
$30K +$10.6K +30 +55%
AWM
2021
Aberdeen Wealth Management
Illinois
$29K
ZC
2022
Zeit Capital
Colorado
$28K
CWP
2023
Concord Wealth Partners
Virginia
$28K +$12.6K +37 +82%
DWA
2024
Dougherty Wealth Advisers
Minnesota
$27K +$27K +77 New
LCM
2025
Logan Capital Management
Pennsylvania
$26K