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Vanguard S&P 500 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
476
Arete Wealth Advisors
Illinois
$37.7M +$3.66M +6,792 +11%
TF
477
Trek Financial
Arizona
$37.6M +$2.84M +5,265 +8%
CWM
478
Congress Wealth Management
Massachusetts
$37.6M +$2.42M +4,495 +7%
CL
479
CSS LLC
Illinois
$37.4M +$242K +450 +0.7%
EWS
480
Eagle Wealth Strategies
New Jersey
$37.3M -$370K -687 -1%
PFM
481
Phillips Financial Management
Indiana
$37.1M -$484K -899 -1%
MCC
482
Money Concepts Capital
Florida
$37.1M +$91.1K +169 +0.2%
PP
483
Prudential plc
United Kingdom
$37M +$15.4M +28,590 +71%
TF
484
Tenon Financial
New Jersey
$36.8M +$62.9K +117 +0.2%
CIBC World Market
485
CIBC World Market
Ontario, Canada
$36.6M +$1.51M +2,798 +4%
Legacy Financial Group (Iowa)
486
Legacy Financial Group (Iowa)
Iowa
$36.6M -$997K -1,851 -3%
NAS
487
NWF Advisory Services
California
$36.5M +$36.5M +67,812 New
JFG
488
JDM Financial Group
Texas
$36.5M +$186K +346 +0.5%
QCM
489
Quantinno Capital Management
New York
$36.5M +$22.1M +41,048 +154%
AWM
490
Avior Wealth Management
Nebraska
$36.4M +$1.49M +2,762 +4%
BOSSRA
491
B.O.S.S. Retirement Advisors
Utah
$36.3M +$28M +51,963 +339%
SWM
492
SigFig Wealth Management
California
$35.9M -$220K -407 -0.6%
ECM
493
EMC Capital Management
Texas
$35.8M +$32.7M +60,770 +1,086%
ABC
494
Associated Banc-Corp
Wisconsin
$35.7M +$1.83M +3,399 +5%
PAI
495
Pittenger & Anderson Inc
Nebraska
$35.6M +$526K +977 +2%
VFA
496
Valeo Financial Advisors
Indiana
$35.4M +$2.86M +5,309 +9%
LWMNY
497
Landmark Wealth Management (New York)
New York
$35.2M -$983K -1,824 -3%
ORL
498
Oak Root LLC
California
$35.2M -$6.17M -11,460 -15%
KCG
499
Kinsale Capital Group
Virginia
$35.2M +$219K +407 +0.6%
Principal Financial Group
500
Principal Financial Group
Iowa
$35.1M +$3.84M +7,129 +12%