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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 %
AC
1276
Apella Capital
Connecticut
$4.95M +$64.1K +119 +1%
WKWM
1277
Walter & Keenan Wealth Management
Indiana
$4.94M +$3.7M +6,867 +298%
CKAIS
1278
Christensen King & Associates Investment Services
Washington
$4.92M +$159K +287 +3%
FWM
1279
Fonville Wealth Management
Virginia
$4.9M -$71.7K -133 -1%
VPIM
1280
Vanguard Personalized Indexing Management
California
$4.89M +$3.33M +6,174 +213%
MWM
1281
MorganRosel Wealth Management
Colorado
$4.88M +$525K +974 +12%
UB
1282
UMB Bank
Missouri
$4.87M -$459K -851 -9%
UAG
1283
United Advisor Group
Ohio
$4.86M +$1.7M +3,148 +54%
SA
1284
SRH Advisors
Kansas
$4.84M
RWM
1285
RKL Wealth Management
Pennsylvania
$4.83M +$364K +675 +8%
KA
1286
Klingman & Associates
New York
$4.82M +$170K +315 +4%
SPC
1287
Spirepoint Private Client
Florida
$4.79M -$102K -190 -2%
YWS
1288
Yarger Wealth Strategies
Ohio
$4.78M +$19.9K +37 +0.4%
JEST
1289
JTC Employer Solutions Trustee
Jersey
$4.78M
IP
1290
Ignite Planners
California
$4.78M +$234K +430 +5%
SEIA
1291
Signature Estate & Investment Advisors
California
$4.78M +$175K +325 +4%
AFO
1292
Arrowroot Family Office
California
$4.77M -$650K -1,206 -12%
ES
1293
Eagle Strategies
New York
$4.76M +$74.4K +138 +2%
ACA
1294
Atlas Capital Advisors
Wyoming
$4.75M +$3.71M +6,883 +355%
BIM
1295
Baldwin Investment Management
Pennsylvania
$4.74M +$4.74M +8,799 New
MC
1296
Moors & Cabot
Massachusetts
$4.74M +$372K +690 +9%
IA
1297
Insight Advisors
Pennsylvania
$4.74M +$256K +473 +6%
EFS
1298
Essex Financial Services
Connecticut
$4.74M +$32.3K +60 +0.7%
GCM
1299
Generation Capital Management
New York
$4.72M +$4.72M +8,765 New
SIA
1300
SeaBridge Investment Advisors
New Jersey
$4.7M +$4.47M +8,305 +2,001%