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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 %
RBC
626
Romano Brothers & Co
Illinois
$23.5M +$161K +299 +0.7%
MTC
627
Matrix Trust Company
Colorado
$23.4M -$223K -414 -0.9%
TF
628
Tompkins Financial
New York
$23.3M +$3.73M +6,914 +19%
SAA
629
Southeast Asset Advisors
Georgia
$23.3M -$4.29M -7,965 -16%
WJWM
630
Williams Jones Wealth Management
New York
$23.2M -$3.94M -7,319 -15%
CWA
631
CM Wealth Advisors
Ohio
$23.1M -$1.21M -2,249 -5%
CFA
632
CWS Financial Advisors
Michigan
$23M +$274K +509 +1%
PFS
633
Prospera Financial Services
Texas
$22.9M +$5.08M +9,417 +29%
CSIA
634
Carl Stuart Investment Advisor
Texas
$22.7M -$905K -1,680 -4%
BHB
635
Bank Hapoalim BM
Israel
$22.6M +$970K +1,800 +4%
AWA
636
Arkadios Wealth Advisors
Georgia
$22.5M -$1.53M -2,839 -6%
FFP
637
Freedom Financial Partners
Minnesota
$22.4M +$22.4M +41,570 New
TCOV
638
Trust Company of Vermont
Vermont
$22.4M +$10.5M +19,404 +88%
CWM
639
Certus Wealth Management
California
$22.4M +$206K +370 +0.9%
CWA
640
Core Wealth Advisors
Florida
$22.3M -$36.6K -68 -0.2%
IAN
641
Integrated Advisors Network
Texas
$22.3M +$1.08M +2,004 +5%
TW
642
TritonPoint Wealth
Maryland
$22.2M +$181K +336 +0.8%
HNWAG
643
High Net Worth Advisory Group
Florida
$22.2M +$307K +570 +1%
RA
644
Rational Advisors
New York
$22.1M +$1.78M +3,295 +9%
KWA
645
Kingswood Wealth Advisors
California
$22.1M +$11.9M +22,154 +118%
American Century Companies
646
American Century Companies
Missouri
$22.1M +$1.35M +2,500 +6%
BAM
647
Belpointe Asset Management
Nevada
$22.1M -$120K -232 -0.5%
TBWA
648
Three Bridge Wealth Advisors
California
$22M +$3.83M +7,111 +21%
GFG
649
Greenbush Financial Group
New York
$21.9M +$21.9M +40,721 New
EWA
650
Exencial Wealth Advisors
Oklahoma
$21.9M +$387K +719 +2%