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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 %
LGG
2001
Luts & Greenleigh Group
Maryland
$268K +$268K +762 New
PCH
2002
PGIM Custom Harvest
New Jersey
$267K +$267K +761 New
SWMG
2003
Signature Wealth Management Group
Georgia
$267K -$2.11K -6 -0.8%
WAM
2004
Walker Asset Management
Missouri
$267K +$8.43K +24 +3%
SAM
2005
Strategy Asset Managers
California
$267K +$703 +2 +0.3%
HPC
2006
Hobart Private Capital
North Carolina
$266K -$27.4K -78 -9%
HIC
2007
Holderness Investments Company
North Carolina
$265K
RW
2008
RVW Wealth
California
$265K -$157K -448 -37%
CF
2009
Clarity Financial
Texas
$265K +$265K +753 New
EL
2010
EMFO LLC
Florida
$264K
FPGT
2011
Financial Partners Group (Tennessee)
Tennessee
$264K +$264K +750 New
TCM
2012
Tandem Capital Management
New Jersey
$264K +$264K +750 New
FWM
2013
Fingerlakes Wealth Management
New York
$263K +$2.11K +6 +0.8%
SWP
2014
Semus Wealth Partners
Florida
$263K +$263K +749 New
SC
2015
Sinecera Capital
Texas
$263K +$1.41K +4 +0.5%
CIS
2016
Connors Investor Services
Pennsylvania
$262K +$262K +747 New
PAM
2017
Pegasus Asset Management
New York
$262K +$21.8K +62 +9%
VC
2018
Vestor Capital
Illinois
$262K
CP
2019
Capital Planning
Washington
$262K +$262K +745 New
KFI
2020
Key Financial Inc
Pennsylvania
$261K
WIM
2021
Waycross Investment Management
Washington
$261K +$261K +743 New
IIC
2022
Ironwood Investment Counsel
Arizona
$261K -$488K -1,389 -65%
SOAG
2023
Silver Oak Advisory Group
Oregon
$260K +$260K +741 New
GAM
2024
Grandview Asset Management
Pennsylvania
$259K +$2.11K +6 +0.8%
AHC
2025
Anderson Hoagland & Co
Missouri
$259K