VOO icon

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 %
MW
776
Marcum Wealth
Ohio
$15.7M -$110K -204 -0.7%
GWA
777
Gibson Wealth Advisors
Texas
$15.6M +$208K +386 +1%
BSA
778
Braun Stacey Associates
New York
$15.6M -$532K -988 -3%
FFA
779
Florida Financial Advisors
Florida
$15.6M +$3.38M +6,277 +28%
LTL
780
Lowery Thomas LLC
California
$15.6M +$351K +651 +2%
AC
781
Avory & Company
Florida
$15.5M
CFMC
782
Curbstone Financial Management Corp
New Hampshire
$15.5M -$916K -1,700 -6%
MFT
783
Moisand Fitzgerald Tamayo
Florida
$15.5M -$816K -1,515 -5%
MOS
784
MGO One Seven
Ohio
$15.5M -$1.55M -2,871 -9%
EFA
785
Evernest Financial Advisors
Indiana
$15.4M -$314K -583 -2%
WCFA
786
Walkner Condon Financial Advisors
Wisconsin
$15.4M -$222K -412 -1%
CIA
787
Capital Investment Advisors
Georgia
$15.4M +$4.57M +8,483 +42%
FPAS
788
Focus Partners Advisor Solutions
Missouri
$15.4M +$1.36M +2,532 +10%
BGA
789
Battery Global Advisors
Massachusetts
$15.3M
CIA
790
Caerus Investment Advisors
Texas
$15.2M -$725K -1,345 -5%
RFP
791
Roth Financial Partners
Texas
$15.2M +$85.7K +159 +0.6%
SAG
792
SageView Advisory Group
California
$15.2M -$240K -445 -2%
ICCON
793
Investment Counsel Company of Nevada
Nevada
$15.1M +$15.1M +28,017 New
HA
794
Helium Advisors
Washington
$15M +$15M +27,897 New
RTC
795
Real Talk Capital
Tennessee
$14.9M
CWM
796
Centricity Wealth Management
Ohio
$14.9M +$14.9M +27,669 New
SBH
797
Segall Bryant & Hamill
Illinois
$14.9M +$5.4M +10,021 +57%
SFS
798
Security Financial Services
Indiana
$14.9M -$656K -1,218 -4%
EPA
799
Element Pointe Advisors
Florida
$14.8M -$538K -999 -4%
KBFS
800
Kohmann Bosshard Financial Services
Ohio
$14.8M +$1.22M +2,263 +9%