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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 %
WLIM
1001
White Lighthouse Investment Management
Massachusetts
$8.89M -$119K -221 -1%
NF
1002
NavPoint Financial
Minnesota
$8.87M +$1.08K +2 +0%
CAC
1003
Certified Advisory Corp
Florida
$8.86M +$912K +1,693 +11%
CPWM
1004
Cypress Point Wealth Management
Texas
$8.84M +$413K +767 +5%
IAIM
1005
International Assets Investment Management
Florida
$8.82M -$4.25B -7,899,349 -100%
Empower Advisory Group
1006
Empower Advisory Group
Colorado
$8.79M -$436K -810 -5%
MWM
1007
Mission Wealth Management
California
$8.79M +$261K +484 +3%
WB
1008
West Bancorporation
Iowa
$8.78M +$1.39M +2,580 +19%
SW
1009
SMART Wealth
Nebraska
$8.78M +$3.77M +6,996 +75%
SYBT
1010
Stock Yards Bank & Trust
Kentucky
$8.77M +$494K +917 +6%
NEAM
1011
New England Asset Management
Connecticut
$8.76M +$485K +900 +6%
SWM
1012
Sanctuary Wealth Management
Idaho
$8.75M +$4.05M +7,508 +86%
FFS
1013
Founders Financial Securities
Maryland
$8.66M -$776K -1,440 -8%
BFS
1014
BridgePort Financial Solutions
Iowa
$8.64M +$8.64M +16,065 New
RIL
1015
Rothschild Investment LLC
Illinois
$8.64M -$44.7K -83 -0.5%
SWA
1016
Serenus Wealth Advisors
California
$8.63M +$8.63M +17,857 New
AA
1017
Alta Advisers
United Kingdom
$8.61M -$18.6M -34,573 -68%
PTC
1018
Private Trust Company
Ohio
$8.57M +$83K +154 +1%
P
1019
Pitcairn
Pennsylvania
$8.53M – – –
GWMR
1020
GC Wealth Management RIA
Massachusetts
$8.5M +$762K +1,414 +10%
Lazard Asset Management
1021
Lazard Asset Management
New York
$8.45M -$288K -535 -3%
SAM
1022
Smartleaf Asset Management
Massachusetts
$8.44M -$1.88M -3,474 -18%
WFPG
1023
Waller Financial Planning Group
Ohio
$8.4M +$2.35M +4,370 +39%
IC
1024
Iconiq Capital
California
$8.4M +$29.1K +54 +0.3%
WWA
1025
Wealth Watch Advisors
Colorado
$8.36M +$8.36M +15,510 New
39 40
41
42 43