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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 %
LWA
1301
Ledgewood Wealth Advisors
New Hampshire
$4.68M +$539 +1 +0%
FDCP
1302
Foster Dykema Cabot & Partners
Massachusetts
$4.66M -$52.8K -98 -1%
LFS
1303
Legacy Financial Strategies
Kansas
$4.64M +$199K +370 +4%
MA
1304
Modus Advisors
Minnesota
$4.63M -$475K -882 -9%
JCM
1305
Jacobi Capital Management
Pennsylvania
$4.63M -$105K -194 -2%
IWM
1306
IMG Wealth Management
Florida
$4.61M +$4.61M +8,550 New
GWA
1307
GGM Wealth Advisors
Maryland
$4.6M +$451K +837 +11%
MWM
1308
Merriman Wealth Management
Washington
$4.59M -$14K -26 -0.3%
CWM
1309
Capital Wealth Management
Rhode Island
$4.59M +$228K +424 +5%
BCM
1310
BTC Capital Management
Iowa
$4.58M – – –
WPP
1311
Whalerock Point Partners
Rhode Island
$4.58M +$25.9K +48 +0.6%
SWM
1312
Sagace Wealth Management
Florida
$4.57M +$22.1K +41 +0.5%
A
1313
Allianz
Germany
$4.56M – – –
TWP
1314
Tyche Wealth Partners
Texas
$4.56M -$128K -237 -3%
IA
1315
Integrity Alliance
Iowa
$4.55M +$4.55M +8,442 New
MAMG
1316
Milestone Asset Management Group
Connecticut
$4.55M +$4.55M +8,436 New
AWP
1317
Axis Wealth Partners
Rhode Island
$4.53M +$4.53M +8,413 New
MFA
1318
Mayflower Financial Advisors
Massachusetts
$4.53M +$304K +565 +7%
FFM
1319
Forum Financial Management
Illinois
$4.52M +$840K +1,559 +23%
HA
1320
Hanover Advisors
South Carolina
$4.5M +$1.67M +3,093 +59%
VCM
1321
Vivaldi Capital Management
Illinois
$4.49M -$122K -221 -3%
RFP
1322
Root Financial Partners
California
$4.46M +$661K +1,227 +17%
BDF
1323
Black Diamond Financial
Maryland
$4.46M +$954K +1,770 +27%
JGUA
1324
John G. Ullman & Associates
New York
$4.46M -$128K -237 -3%
PP
1325
PDS Planning
Ohio
$4.45M +$131K +243 +3%
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