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 %
HTC
801
Haverford Trust Company
Pennsylvania
$14.8M +$289K +536 +2%
MWM
802
Modera Wealth Management
New Jersey
$14.8M +$6.62M +12,288 +81%
FFP
803
FourThought Financial Partners
Florida
$14.6M -$1.51M -2,807 -9%
AWM
804
Arista Wealth Management
Nevada
$14.6M +$116K +215 +0.8%
BMCM
805
Bryn Mawr Capital Management
Pennsylvania
$14.6M +$647K +1,200 +5%
BL
806
Balentine LLC
Georgia
$14.6M -$255K -473 -2%
PAS
807
Park Avenue Securities
New York
$14.6M +$3.35M +6,213 +30%
NAS
808
Nicolet Advisory Services
Wisconsin
$14.6M +$1.62M +3,025 +12%
KA
809
Kovack Advisors
Florida
$14.5M -$1.2M -2,233 -8%
SC
810
Schoolcraft Capital
Colorado
$14.5M -$216K -401 -1%
WP
811
Westmount Partners
California
$14.5M +$238K +442 +2%
ALA
812
Atlas Legacy Advisors
California
$14.4M +$14.4M +26,807 New
AP
813
Adero Partners
California
$14.4M
ECM
814
Eisler Capital Management
United Kingdom
$14.4M +$14.4M +26,700 New
G
815
Gainplan
Michigan
$14.3M -$1.79M -3,325 -11%
NWMG
816
Nicholson Wealth Management Group
South Carolina
$14.3M +$8.77M +16,270 +157%
DWT
817
Dorsey & Whitney Trust
South Dakota
$14.3M -$738K -1,369 -5%
DC
818
DeDora Capital
California
$14.3M -$240K -445 -2%
EF
819
Envision Financial
Wisconsin
$14.3M +$14.3M +26,517 New
LIA
820
LBMC Investment Advisors
Tennessee
$14.2M -$281K -521 -2%
CC
821
Climber Capital
Switzerland
$14.2M +$14.2M +26,850 New
SWM
822
Sendero Wealth Management
Texas
$14.1M +$329K +610 +2%
W
823
WorthPointe
California
$14.1M +$1.06M +1,972 +8%
PCMC
824
Private Capital Management (Colorado)
Colorado
$14.1M -$4.94M -9,164 -26%
SIA
825
Schear Investment Advisers
Ohio
$14M +$7.88M +14,632 +130%