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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.

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 Market Value Shares Shares
Change
Shares
Change %
HWA
2101
Heritage Wealth Advisors
Virginia
$204K 581
JWM
2102
Jessup Wealth Management
Ohio
$204K 581 +581 New
AP
2103
Appleton Partners
Massachusetts
$203K 577 +577 New
KWMG
2104
King Wealth Management Group
Florida
$203K 579 +579 New
SIMM
2105
Stillwater Investment Management (Minnesota)
Minnesota
$203K 578 +578 New
TWP
2106
TFO Wealth Partners
Ohio
$202K 4,084 -7,648 -65%
PFG
2107
Prosperity Financial Group
California
$202K 575 +575 New
AAM
2108
Ascension Asset Management
New York
$202K 575 +575 New
MAM
2109
Morse Asset Management
Connecticut
$202K 575 +575 New
MPM
2110
Meritage Portfolio Management
Kansas
$202K 575 +575 New
RA
2111
Rodgers & Associates
Pennsylvania
$201K 572 +572 New
TAM
2112
Townsend Asset Management
North Carolina
$201K 571 -104 -15%
LC
2113
Lincoln Capital
Nebraska
$200K 569 +569 New
OWA
2114
One Wealth Advisors
California
$200K 569 +569 New
JGCM
2115
Joseph Group Capital Management
Ohio
$197K 561 +549 +4,575%
IIL
2116
Insight Inv LLC
California
$181K 515 -79 -13%
NFSG
2117
Newbridge Financial Services Group
Florida
$171K 488 -10 -2%
PP
2118
Pacifica Partners
Canada
$170K 485
RFA
2119
Register Financial Advisors
Georgia
$151K 430 +430 New
BAM
2120
Baldrige Asset Management
Pennsylvania
$148K 421 -103 -20%
FA
2121
Fiduciary Alliance
South Carolina
$145K 412 +412 New
OCM
2122
Orion Capital Management
California
$141K 402 +223 +125%
WFA
2123
Wells Financial Advisors
Massachusetts
$141K 400
KOCAA
2124
Knights of Columbus Asset Advisors
Connecticut
$140K 398 -41 -9%
BCV
2125
Banque Cantonale Vaudoise
Switzerland
$138K 393 -6 -2%