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Vanguard S&P 500 ETF

2,371 hedge funds and large institutions have $130B invested in Vanguard S&P 500 ETF in 2023 Q2 according to their latest regulatory filings, with 205 funds opening new positions, 989 increasing their positions, 815 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,371
Holders Change
+94
Holders Change %
+4.13%
% of All Funds
37.39%
Holding in Top 10
555
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+7.35%
% of All Funds
8.75%
New
205
Increased
989
Reduced
815
Closed
88
Calls
$836M
Puts
$574M
Net Calls
+$262M
Net Calls Change
+$35.6M
Name Holding Trade Value Shares
Change
Shares
Change %
FAM
2026
Family Asset Management
South Carolina
$346K
FW
2027
FirstPurpose Wealth
Utah
$346K +$46K +113 +15%
PCI
2028
Planning Center Inc
Illinois
$346K +$346K +849 New
CAM
2029
Covenant Asset Management
New Jersey
$345K +$4.89K +12 +1%
FWM
2030
Fingerlakes Wealth Management
New York
$345K
HP
2031
Hyperion Partners
Pennsylvania
$345K
CT
2032
Colonial Trust
South Carolina
$341K +$5.7K +14 +2%
AJ
2033
Ashburton (Jersey)
Jersey
$341K +$101K +248 +42%
MLA
2034
My Legacy Advisors
Oregon
$340K +$80.1K +194 +31%
C
2035
CEDRUS
Colorado
$338K +$48.5K +119 +17%
JFA
2036
JNBA Financial Advisors
Minnesota
$336K
KM
2037
Kalos Management
Georgia
$335K
OCM
2038
Orleans Capital Management
Louisiana
$332K +$332K +816 New
WBC
2039
West Branch Capital
Massachusetts
$332K
PFP
2040
Paragon Financial Partners
California
$332K -$119K -291 -26%
HIC
2041
Holderness Investments Company
North Carolina
$332K +$4.89K +12 +1%
LWM
2042
Lodestone Wealth Management
Washington
$331K -$10.2K -25 -3%
SAM
2043
Strategy Asset Managers
California
$330K +$20.4K +50 +7%
S
2044
SimplyRich
California
$330K
PCM
2045
Pennsylvania Capital Management
Pennsylvania
$330K
LL
2046
LWMG LLC
Minnesota
$330K -$34.2K -84 -9%
LNWTC
2047
Laird Norton Wetherby Trust Company
Washington
$329K
WCM
2048
WealthBridge Capital Management
Ohio
$329K +$329K +807 New
SS
2049
Sound Stewardship
Kansas
$328K +$36.7K +90 +13%
PP
2050
PrairieView Partners
Minnesota
$328K -$4.48K -11 -1%