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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 %
SWM
2276
Sanctuary Wealth Management
Idaho
$109K +$109K +267 New
TCPG
2277
Trivant Custom Portfolio Group
California
$108K +$69.3K +170 +177%
AWM
2278
Ameliora Wealth Management
Switzerland
$108K
OIA
2279
Optimum Investment Advisors
Illinois
$105K +$2.04K +5 +2%
EA
2280
Evolution Advisers
Virginia
$104K
FCT
2281
First Community Trust
Iowa
$103K +$10.6K +26 +12%
PIA
2282
Powell Investment Advisors
Florida
$99.5K +$5.33K +13 +6%
CCP
2283
Carmel Capital Partners
California
$95.7K
MAWA
2284
Moss Adams Wealth Advisors
Washington
$94.4K -$223K -546 -70%
JHCP
2285
Jackson Hole Capital Partners
Oklahoma
$93.7K -$20.8K -51 -18%
IPW
2286
Impact Partnership Wealth
Georgia
$92K +$92K +226 New
PP
2287
PFS Partners
New Jersey
$87.7K +$44.9K +110 +105%
IA
2288
IFS Advisors
Kansas
$85.9K +$14.3K +35 +20%
TC
2289
Trust Company
Kansas
$84.7K
CB
2290
Centennial Bank
Arkansas
$81.5K
RG
2291
Retirement Group
California
$77.8K
WAM
2292
WFA Asset Management
Wisconsin
$76.9K -$12.2K -30 -14%
EAM
2293
Eukles Asset Management
Ohio
$74.1K +$42K +103 +130%
BAM
2294
Byrne Asset Management
New Jersey
$73K -$26.4K -65 -27%
JGCM
2295
Joseph Group Capital Management
Ohio
$66.8K -$6.11K -15 -8%
GAG
2296
Goodman Advisory Group
Massachusetts
$64.8K
AWM
2297
AllSquare Wealth Management
New York
$63.7K -$11.6K -30 -15%
FWA
2298
FSC Wealth Advisors
New York
$62.7K
CWP
2299
Concord Wealth Partners
Virginia
$61.3K +$22.7K +56 +59%
APW
2300
Acima Private Wealth
Virginia
$61.1K