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Vanguard S&P 500 ETF
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Overview Fund Activity

3,278 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, 890 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,278
Holders Change
+366
Holders Change %
+12.57%
% of All Funds
43.65%
Holding in Top 10
787
Holding in Top 10 Change
+114
Holding in Top 10 Change %
+16.94%
% of All Funds
10.48%
New
502
Increased
1,546
Reduced
890
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
$17.5B
3
Bank of New York Mellon
Bank of New York Mellon
New York
$1.83B
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.13B
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$847M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$8.82M
2
ECM
Element Capital Management
New York
$0
3
STA
Summit Trail Advisors
New York
$0
4
CM
Capula Management
Cayman Islands
$0
5
Corient Private Wealth
Corient Private Wealth
Florida
$632M
Name Holding Trade Value Shares
Change 		Shares
Change %
UL
3101
Unionview LLC
Washington
$205K -$75.5K -140 -27%
RWM
3102
Rockline Wealth Management
New York
$205K -$9.16K -17 -4%
HAIM
3103
Hunter Associates Investment Management
Pennsylvania
$205K +$205K +379 New
HWM
3104
HighMark Wealth Management
Minnesota
$204K -$638K -1,182 -76%
RA
3105
Rodgers & Associates
Pennsylvania
$204K -$157K -291 -43%
NIA
3106
NIA Impact Advisors
California
$204K +$204K +378 New
IPAM
3107
Investment Partners Asset Management
New Jersey
$202K +$202K +375 New
SWMP
3108
Signature Wealth Management Partners
New Jersey
$202K +$202K +374 New
RCM
3109
RMR Capital Management
California
$201K +$201K +373 New
NRW
3110
Nova R Wealth
Kansas
$200K +$200K +372 New
VCM
3111
Versant Capital Management
Arizona
$200K – – –
TCG
3112
Transcendent Capital Group
Oklahoma
$194K +$11.3K +21 +6%
ECM
3113
Elgethun Capital Management
South Dakota
$194K +$41.5K +77 +27%
OL
3114
one8zero8 LLC
North Carolina
$192K +$192K +357 New
AT
3115
Avalon Trust
New Mexico
$189K -$51.2K -95 -21%
WA
3116
Whipplewood Advisors
Colorado
$189K +$189K +350 New
KSB
3117
Kennebec Savings Bank
Maine
$187K +$135K +253 +261%
SWM
3118
Sugarloaf Wealth Management
Georgia
$187K – – –
MCM
3119
Mainstream Capital Management
California
$184K +$184K +341 New
POIA
3120
Pin Oak Investment Advisors
Texas
$183K – – –
WWM
3121
Wagner Wealth Management
South Carolina
$182K +$182K +338 New
FWM
3122
FLP Wealth Management
Arkansas
$182K +$182K +337 New
MFG
3123
Menard Financial Group
Texas
$179K +$179K +333 New
CAWM
3124
Capital A Wealth Management
Pennsylvania
$178K +$178K +331 New
FMB
3125
Field & Main Bank
Kentucky
$173K +$28K +52 +19%
123 124
125
126 127