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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 %
RWM
2001
Refined Wealth Management
Utah
$676K +$21.2K +44 +3%
FCM
2002
Firestone Capital Management
Florida
$676K -$15.9K -33 -2%
CWA
2003
Consilium Wealth Advisory
Texas
$674K +$674K +1,403 New
OCM
2004
Osterweis Capital Management
California
$674K -$418K
CWA
2005
Continuum Wealth Advisors
New York
$673K -$5.82M -12,109 -90%
LA
2006
Lakeside Advisors
Washington
$673K
RW
2007
REDW Wealth
New Mexico
$672K +$30.8K +64 +5%
MPCA
2008
Madison Park Capital Advisors
Washington
$671K +$2.88K +6 +0.4%
PPW
2009
Presilium Private Wealth
Pennsylvania
$665K +$961 +2 +0.1%
AWA
2010
Amplius Wealth Advisors
Pennsylvania
$665K -$145K -302 -18%
PWIA
2011
Porter White Investment Advisors
Alabama
$664K +$4.81K +10 +0.7%
CBT
2012
Central Bank & Trust
Kentucky
$661K -$45.2K -94 -6%
MAM
2013
McLean Asset Management
Virginia
$661K +$22.4K +47 +4%
MSG
2014
Main Street Group
Virginia
$660K +$13.4K +28 +2%
WCA
2015
Westover Capital Advisors
Delaware
$660K +$660K +1,372 New
RFG
2016
RFP Financial Group
Georgia
$659K -$148K -307 -18%
TF
2017
TLWM Financial
Texas
$658K +$170K +354 +35%
WCM
2018
Wealthcare Capital Management
Virginia
$658K -$36.5K -76 -5%
CA
2019
CapWealth Advisors
Tennessee
$652K
CC
2020
Capital Counsel
New York
$650K +$177K +368 +37%
VAG
2021
VisionPoint Advisory Group
Texas
$650K +$150K +311 +30%
BFIC
2022
Bedell Frazier Investment Counselling
California
$646K +$11.1K +23 +2%
SFG
2023
Synergy Financial Group
California
$645K +$2.89K +6 +0.4%
CIC
2024
Chilton Investment Company
Connecticut
$645K +$337K +701 +109%
BOSSRA
2025
B.O.S.S. Retirement Advisors
Utah
$645K -$15M -34,438 -96%