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Vanguard S&P 500 ETF

2,399 hedge funds and large institutions have $128B invested in Vanguard S&P 500 ETF in 2023 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 1,156 increasing their positions, 769 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,399
Holders Change
+28
Holders Change %
+1.18%
% of All Funds
38.26%
Holding in Top 10
557
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.36%
% of All Funds
8.88%
New
140
Increased
1,156
Reduced
769
Closed
84
Calls
$1.06B
Puts
$766M
Net Calls
+$296M
Net Calls Change
+$33.7M
Name Holding Trade Value Shares
Change
Shares
Change %
LW
2426
Lauer Wealth
Indiana
-$2.8M -6,739 Closed
CFG
2427
Compton Financial Group
Maryland
-$2.38M -5,845 Closed
CA
2428
Calton & Associates
Florida
-$2.12M -5,215 Closed
MSS
2429
Mitchell Sinkler & Starr
Pennsylvania
-$2.04M -4,997 Closed
PWS
2430
Peterson Wealth Services
Utah
-$1.92M -4,725 Closed
PIWA
2431
Prevail Innovative Wealth Advisors
Kansas
-$1.81M -4,443 Closed
BIA
2432
BHK Investment Advisors
Alabama
-$1.22M -2,988 Closed
NWM
2433
NEIRG Wealth Management
Massachusetts
-$938K -2,303 Closed
ARMT
2434
Amica Retiree Medical Trust
Rhode Island
-$878K -2,154 Closed
SIA
2435
SkyView Investment Advisors
New Jersey
-$873K -2,143 Closed
FPCG
2436
Forum Private Client Group
Indiana
-$851K -2,090 Closed
FCG
2437
Financial Connections Group
California
-$781K -1,920 Closed
RCA
2438
Reitz Capital Advisors
Michigan
-$713K -1,750 Closed
Man Group
2439
Man Group
United Kingdom
-$701K -1,721 Closed
BFS
2440
Bard Financial Services
Connecticut
-$641K -1,575 Closed
AWM
2441
Accurate Wealth Management
Florida
-$608K -1,473 Closed
SFG
2442
Steward Financial Group
Texas
-$554K -1,362 Closed
NW
2443
Naviter Wealth
Arkansas
-$507K -1,241 Closed
VAS
2444
Vestmark Advisory Solutions
Massachusetts
-$503K -1,236 Closed
CIS
2445
Continental Investors Services
Washington
-$418K -1,009 Closed
LAM
2446
LifePro Asset Management
California
-$403K -990 Closed
PAM
2447
Panagora Asset Management
Massachusetts
-$398K -976 Closed
VDI
2448
Vaughan David Investments
Illinois
-$375K -920 Closed
CPW
2449
Catalyst Private Wealth
California
-$358K -879 Closed
PCI
2450
Planning Center Inc
Illinois
-$346K -849 Closed