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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 %
JIC
701
Joel Isaacson & Co
New York
$19M +$3.56M +6,610 +23%
MFGP
702
Marshall Financial Group (Pennsylvania)
Pennsylvania
$18.9M +$18.9K +35 +0.1%
TA
703
TruWealth Advisors
Louisiana
$18.9M +$260K +483 +1%
FVIM
704
Fort Vancouver Investment Management
Washington
$18.8M +$329K +611 +2%
SIM
705
Synergy Investment Management
Florida
$18.8M +$18.8M +34,800 New
WWC
706
Waypoint Wealth Counsel
Georgia
$18.7M +$669K +1,242 +4%
OCFG
707
O'Connor Financial Group
Illinois
$18.7M +$1.1M +2,038 +6%
MWM
708
Moulton Wealth Management
Washington
$18.7M +$2.1M +3,897 +13%
BJL
709
Brighton Jones LLC
Washington
$18.6M +$1.14M +2,112 +7%
HWP
710
Highline Wealth Partners
California
$18.5M +$1.17M +2,174 +7%
FMII
711
Farmers & Merchants Investments Inc
Nebraska
$18.5M -$194K -360 -1%
BFAG
712
Blackston Financial Advisory Group
Florida
$18.5M +$2.88M +5,344 +18%
Amundi
713
Amundi
France
$18.4M +$2.67M +4,928 +17%
TA
714
TFB Advisors
Kansas
$18.3M +$449K +834 +3%
KFGK
715
Keystone Financial Group (Kentucky)
Kentucky
$18.2M -$2.47M -4,572 -12%
PP
716
Passaic Partners
New Jersey
$18.1M +$2.26M +4,187 +14%
EFG
717
Elios Financial Group
Ohio
$18M +$246K +456 +1%
FCP
718
Fidelis Capital Partners
Florida
$18M +$1.51M +2,742 +9%
DWM
719
Diversify Wealth Management
Utah
$18M +$12.1M +22,583 +204%
BAM
720
Brave Asset Management
New Jersey
$17.9M -$200K -372 -1%
AAMC
721
Asset Allocation & Management Company
Illinois
$17.8M – – –
NG
722
Northstar Group
New York
$17.8M +$587K +1,089 +3%
YDMI
723
Y.D. More Investments
Israel
$17.7M -$203K -376 -1%
PFM
724
Peak Financial Management
Massachusetts
$17.7M -$718K -1,332 -4%
TFGT
725
TS Financial Group (TSFG)
Illinois
$17.7M -$274K -508 -2%
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