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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 %
Betterment LLC
201
Betterment LLC
New York
$54.5M -$589K -1,697 -1%
DC
202
Davenport & Co
Virginia
$53.9M +$8.56M +24,671 +19%
CPIG
203
Chicago Partners Investment Group
Illinois
$53.7M +$3.37M +8,894 +7%
AL
204
Aspiriant LLC
California
$52.8M +$76.7K +221 +0.1%
SCM
205
Stordahl Capital Management
Colorado
$52.7M +$1.23M +3,548 +2%
LGWM
206
Litman Gregory Wealth Management
California
$52.4M +$9.42M +27,145 +22%
First Manhattan
207
First Manhattan
New York
$52.3M -$2.83M -8,154 -5%
TA
208
TRB Advisors
New York
$52M +$52M +150,000 New
WFA
209
WestHill Financial Advisors
California
$51.9M +$1.52M +4,378 +3%
CA
210
Cetera Advisors
Colorado
$51.4M +$6.24K +18 +0%
Victory Capital Management
211
Victory Capital Management
Texas
$50.8M -$14.2M -41,030 -22%
HCC
212
Hirtle Callaghan & Co
Pennsylvania
$50.7M +$7.71M +22,221 +18%
WB
213
Webster Bank
Connecticut
$50.4M -$564K -1,625 -1%
AFAS
214
Acorn Financial Advisory Services
Virginia
$50.2M +$1.24M +3,586 +3%
EW
215
Evoke Wealth
California
$49.7M -$2.82M -8,107 -5%
CG
216
Caprock Group
Idaho
$49.7M -$642K -1,843 -1%
Mercer Global Advisors
217
Mercer Global Advisors
Colorado
$49M +$18.8M +54,159 +62%
SL
218
Salomon & Ludwin
Virginia
$48.3M +$16.4M +47,413 +52%
Allianz Asset Management
219
Allianz Asset Management
Germany
$48.3M -$73M -210,303 -60%
ST
220
Sageworth Trust
Pennsylvania
$48.3M +$9.04M +26,051 +23%
WWM
221
Wiser Wealth Management
Georgia
$48.3M +$48.3M +139,100 New
CST
222
Charles Schwab Trust
Nevada
$47.7M -$1.99M -5,743 -4%
CG
223
CFO4Life Group
Texas
$47.3M +$1.62M +4,628 +4%
HCM
224
Hollencrest Capital Management
California
$46.9M -$875K -2,523 -2%
OH
225
Oikos Holdings
New York
$46.4M