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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 %
TA
2326
TrueWealth Advisors
Alabama
$361K
WAM
2327
Weatherly Asset Management
California
$361K
4WM
2328
49 Wealth Management
Texas
$360K +$360K +750 New
CWA
2329
Cornerstone Wealth Advisors
Minnesota
$360K +$43.7K +91 +14%
HWA
2330
Heartwood Wealth Advisors
Virginia
$359K
MYIA
2331
Mount Yale Investment Advisors
Colorado
$357K +$22.6K +47 +7%
CISOA
2332
Capital Investment Services of America
Wisconsin
$357K -$14.4K -30 -4%
MC
2333
Matisse Capital
Oregon
$357K +$11.1K +23 +3%
RIG
2334
RiverFront Investment Group
Virginia
$356K
GCM
2335
Gables Capital Management
Florida
$356K
SFC
2336
Sprinkle Financial Consultants
Colorado
$355K +$29.8K +62 +9%
AWMG
2337
Alliance Wealth Management Group
New Jersey
$355K +$52.4K +109 +17%
AFG
2338
ABLE Financial Group
Arizona
$354K -$2.4K -5 -0.7%
MWM
2339
Magnolia Wealth Management
Alabama
$354K +$354K +736 New
SWP
2340
Semus Wealth Partners
Florida
$353K +$56.2K +117 +19%
TAM
2341
Tucker Asset Management
Colorado
$352K +$22.6K +47 +7%
FW
2342
FirstPurpose Wealth
Utah
$352K -$10.9K -23 -3%
SWM
2343
Shakespeare Wealth Management
Wisconsin
$349K +$8.65K +18 +3%
PWA
2344
Prairie Wealth Advisors
Nebraska
$348K +$348K +724 New
SFP
2345
Shepherd Financial Partners
Massachusetts
$347K +$347K +722 New
CWMU
2346
Caliber Wealth Management (Utah)
Utah
$347K +$42.8K +89 +14%
FAP
2347
Financial Advisory Partners
Florida
$347K
CWA
2348
Cascade Wealth Advisors
Washington
$347K +$347K +738 New
VC
2349
Vestor Capital
Illinois
$344K +$115K +239 +50%
GCP
2350
GSA Capital Partners
United Kingdom
$344K +$344K +716 New