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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 %
EPM
676
Elm Partners Management
Pennsylvania
$20.5M +$4.39M +8,141 +27%
VP
677
Verum Partners
North Carolina
$20.5M +$1.44M +2,673 +8%
QWP
678
Quotient Wealth Partners
Texas
$20.4M +$1.34M +2,494 +7%
BWM
679
Benchmark Wealth Management
Connecticut
$20.4M +$24.2K +45 +0.1%
RWMH
680
Riverpoint Wealth Management Holdings
Illinois
$20.3M +$238K +441 +1%
TWP
681
Triad Wealth Partners
Kansas
$20.1M +$1.91M +3,540 +10%
BC
682
Bowman & Company
Wisconsin
$20.1M +$2.33M +4,332 +13%
CWG
683
Cornerstone Wealth Group
North Carolina
$20M +$609K +1,130 +3%
PA
684
Parallel Advisors
California
$20M +$503K +934 +3%
LFP
685
Lakeshore Financial Planning
Michigan
$19.9M +$509K +944 +3%
FOR
686
Family Office Research
Maryland
$19.8M +$19.8M +36,825 New
SLG
687
Stanley-Laman Group
Pennsylvania
$19.8M +$16.3M +30,271 +467%
ASN
688
Advisory Services Network
Georgia
$19.8M +$2.12M +3,941 +12%
FW
689
Fairway Wealth
Ohio
$19.7M +$2.29M +4,252 +13%
MA
690
Montag & Associates
Georgia
$19.6M -$259K -480 -1%
JAA
691
Joel Adams & Associates
North Carolina
$19.5M +$19.5M +36,204 New
WPW
692
Waldron Private Wealth
Pennsylvania
$19.4M -$536K -995 -3%
AF
693
Apexium Financial
Texas
$19.4M -$11.9K -22 -0.1%
FNT
694
First National Trust
Pennsylvania
$19.2M -$390K -723 -2%
HAC
695
Harbor Advisory Corp
New Hampshire
$19.2M -$4.31K -8 -0%
PB
696
Pinnacle Bancorp
Nebraska
$19.1M +$252K +467 +1%
SIG
697
Stonegate Investment Group
Alabama
$19M -$216K -400 -1%
SIA
698
Spectrum Investment Advisors
Wisconsin
$19M -$16.7K -31 -0.1%
HCM
699
Howland Capital Management
Massachusetts
$19M +$1.7M +3,160 +10%
WAG
700
Wheelhouse Advisory Group
Missouri
$19M +$616K +1,144 +3%
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