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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 %
CWM
1426
ClientFirst Wealth Management
Arkansas
$3.7M +$3.7M +6,870 New
MHC
1427
May Hill Capital
Massachusetts
$3.69M +$3.69M +6,855 New
SIS
1428
Sound Income Strategies
Florida
$3.69M +$356K +660 +11%
HIIFS
1429
Harel Insurance Investments & Financial Services
Israel
$3.69M -$48.1K -90 -1%
CWM
1430
Calamos Wealth Management
Illinois
$3.68M +$84.6K +157 +2%
CWM
1431
Cornerstone Wealth Management
Missouri
$3.66M +$200K +372 +6%
OA
1432
Operose Advisors
Wisconsin
$3.66M -$6.05M -11,232 -62%
SAM
1433
S.A. Mason
Michigan
$3.65M +$79.2K +147 +2%
AI
1434
Auour Investments
Massachusetts
$3.64M +$258K +466 +8%
IWN
1435
Independent Wealth Network
Iowa
$3.64M +$720K +1,336 +25%
IAS
1436
IMA Advisory Services
Colorado
$3.64M +$3.03M +5,618 +495%
JSL
1437
JT Stratford LLC
Georgia
$3.63M +$202K +374 +6%
LCM
1438
Leisure Capital Management
California
$3.62M +$3.62M +6,721 New
VR
1439
Valued Retirements
Texas
$3.61M +$462K +857 +15%
BMM
1440
Berkshire Money Management
Massachusetts
$3.61M +$3.61M +6,698 New
CA
1441
CV Advisors
Florida
$3.61M +$3.61M +6,692 New
TPM
1442
Triasima Portfolio Management
Quebec, Canada
$3.6M -$1.83M -3,400 -34%
PPWM
1443
Paragon Private Wealth Management
Kentucky
$3.59M -$8.62K -16 -0.2%
LWMI
1444
Landmark Wealth Management (Illinois)
Illinois
$3.59M +$3.59M +6,661 New
BBA
1445
BLB&B Advisors
Pennsylvania
$3.59M +$141K +261 +4%
ECA
1446
Elevation Capital Advisory
Oregon
$3.58M +$223K +413 +7%
FNC
1447
First National Corp
Massachusetts
$3.57M +$675K +1,252 +23%
MPCL
1448
My Personal CFO LLC
Washington
$3.56M +$621K +1,152 +21%
RDWM
1449
Red Door Wealth Management
Tennessee
$3.56M +$1.65M +3,061 +86%
HL
1450
HeadInvest LLC
Maine
$3.56M -$223K -413 -6%
56 57
58
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