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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
43.65%
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 %
AIM
3026
Archer Investment Management
Texas
$235K +$235K +437 New
DAM
3027
Delta Asset Management
Tennessee
$235K +$2.69K +5 +1%
BI
3028
Ballast Inc
Kentucky
$234K – – –
BCA
3029
Bernzott Capital Advisors
California
$234K -$132K -245 -36%
SC
3030
Searle & Co
Connecticut
$233K +$233K +433 New
SSI
3031
Scott & Selber Inc
Texas
$233K +$233K +433 New
PWM
3032
PMG Wealth Management
Illinois
$233K +$233K +432 New
FBB
3033
Fulton Breakefield Broenniman
Maryland
$233K – – –
MWM
3034
Maltin Wealth Management
New Jersey
$232K +$232K +431 New
USB
3035
Union Savings Bank
Connecticut
$232K -$30.2K -56 -11%
LG
3036
LaFleur & Godfrey
Michigan
$232K +$232K +430 New
JRFS
3037
James Reed Financial Services
Ohio
$232K +$232K +430 New
GP
3038
Guardian Partners
Canada
$231K +$231K +427 New
BIAS
3039
Beacon Investment Advisory Services
New Jersey
$231K +$19.9K +37 +9%
AB
3040
Atlas Brown
Kentucky
$231K – – –
SOAG
3041
Silver Oak Advisory Group
Oregon
$231K +$1.07K +2 +0.5%
ISFAN
3042
Investor's Fiduciary Advisor Network
Washington
$230K +$230K +428 New
GJWM
3043
Gilliland Jeter Wealth Management
Arkansas
$228K +$162K +300 +242%
SA
3044
Stewardship Advisors
Pennsylvania
$228K +$1.62K +3 +0.7%
WCA
3045
Westover Capital Advisors
Delaware
$227K -$168K -312 -43%
RIS
3046
Richmond Investment Services
Wisconsin
$227K +$227K +421 New
GMFG
3047
Greater Midwest Financial Group
Minnesota
$226K – – –
RSVP
3048
Ramsay Stattman Vela & Price
Colorado
$226K +$539 +1 +0.2%
GWA
3049
Gratus Wealth Advisors
Virginia
$225K – – –
CIP
3050
Capital Insight Partners
Arizona
$225K – – –
120 121
122
123 124