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Vanguard S&P 500 ETF
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Overview Fund Activity

3,279 hedge funds and large institutions have $231B invested in Vanguard S&P 500 ETF in 2024 Q4 according to their latest regulatory filings, with 502 funds opening new positions, 1,546 increasing their positions, 891 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,279
Holders Change
+367
Holders Change %
+12.6%
% of All Funds
43.64%
Holding in Top 10
788
Holding in Top 10 Change
+115
Holding in Top 10 Change %
+17.09%
% of All Funds
10.49%
New
502
Increased
1,546
Reduced
891
Closed
79
Calls
$1.6B
Puts
$1.48B
Net Calls
+$121M
Net Calls Change
+$423M

Top Buyers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
+$9.2B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.36B
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.07B
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$886M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$847M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$4.25B
2
ECM
Element Capital Management
New York
-$954M
3
STA
Summit Trail Advisors
New York
-$474M
4
CM
Capula Management
Cayman Islands
-$301M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$274M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWA
2501
Flagship Wealth Advisors
Massachusetts
$579K +$579K +1,075 New
SS
2502
Sunbelt Securities
Texas
$579K -$21.6K -40 -4%
PFP
2503
Paragon Financial Partners
California
$578K +$15.6K +29 +3%
OCPWS
2504
One Charles Private Wealth Services
Massachusetts
$575K +$575K +1,067 New
GWM
2505
GDS Wealth Management
Texas
$575K +$79.2K +147 +16%
KFI
2506
Key Financial Inc
Pennsylvania
$573K +$65.7K +122 +13%
MEAC
2507
M.E. Allison & Co
Texas
$572K +$572K +1,060 New
MWM
2508
Mascagni Wealth Management
Mississippi
$571K +$571K +1,111 New
GA
2509
Guerra Advisors
Florida
$570K +$570K +1,058 New
LWM
2510
Lodestone Wealth Management
Washington
$570K +$3.23K +6 +0.6%
LWAM
2511
Legacy Wealth Asset Management
Minnesota
$570K – – –
TC
2512
Trust Company
Kansas
$570K +$397K +737 +230%
SIMC
2513
Squire Investment Management Company
Utah
$569K +$21K +39 +4%
AAG
2514
Avalon Advisory Group
Pennsylvania
$568K +$11.9K +22 +2%
AIFAIM
2515
American Institute for Advanced Investment Management
Arizona
$568K – – –
3AM
2516
3EDGE Asset Management
Florida
$567K -$25.9K -48 -4%
KWM
2517
Kolinsky Wealth Management
New Jersey
$566K +$66.8K +124 +13%
WPC
2518
White Pine Capital
Minnesota
$566K – – –
LGG
2519
Luts & Greenleigh Group
Maryland
$565K +$15.1K +28 +3%
CRC
2520
Curi RMB Capital
Illinois
$564K -$17.8K -33 -3%
M1FG
2521
Mach-1 Financial Group
Arkansas
$563K +$240K +446 +74%
PFA
2522
Pathway Financial Advisers
Indiana
$561K +$24.2K +45 +5%
AP
2523
Aspect Partners
Virginia
$560K +$534K +992 +2,067%
BRG
2524
Bay Rivers Group
Virginia
$560K -$22.1K -41 -4%
VDBMI
2525
Van Den Berg Management I
Texas
$558K -$12.4K -23 -2%
99 100
101
102 103