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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 %
R
1476
Rebalance
California
$3.38M +$52.3K +97 +2%
VWA
1477
VSM Wealth Advisory
Maryland
$3.36M +$3.36M +6,238 New
QC
1478
Quent Capital
New York
$3.36M +$2.32M +4,305 +224%
OFG
1479
Opulen Financial Group
Virginia
$3.35M +$3.35M +6,227 New
NI
1480
NYL Investors
New York
$3.35M +$3.35M +6,217 New
KAS
1481
KPP Advisory Services
Kentucky
$3.34M +$191K +355 +6%
BI
1482
Berkeley Inc
Idaho
$3.34M -$2.47M -4,585 -43%
AMBIA
1483
Allen Mooney & Barnes Investment Advisors
Georgia
$3.33M -$95.9K -178 -3%
EFP
1484
Elser Financial Planning
Indiana
$3.33M +$3.33M +6,181 New
BWA
1485
Bordeaux Wealth Advisors
California
$3.33M +$11.3K +21 +0.3%
BOM
1486
Bank of Marin
California
$3.31M -$85.7K -159 -3%
RWM
1487
Ritholtz Wealth Management
New York
$3.3M +$294K +546 +10%
CCP
1488
Clarkston Capital Partners
Michigan
$3.29M +$2.69K +5 +0.1%
Russell Investments Group
1489
Russell Investments Group
United Kingdom
$3.29M +$1.62M +3,010 +97%
CWM
1490
Consultiva Wealth Management
Puerto Rico
$3.29M -$58.2K -108 -2%
WLPWM
1491
Walled Lake Planning & Wealth Management
Illinois
$3.28M +$108K +201 +3%
FP
1492
Financial Perspectives
Minnesota
$3.27M +$120K +223 +4%
CWM
1493
Cedar Wealth Management
California
$3.26M +$171K +318 +6%
TWM
1494
Tradition Wealth Management
Minnesota
$3.25M +$274K +508 +9%
BWP
1495
Baldwin Wealth Partners
Massachusetts
$3.24M +$2.9M +5,389 +859%
LKWM
1496
Lee-Kelleher Wealth Management
Maryland
$3.24M +$3.24M +6,013 New
DIP
1497
DT Investment Partners
Pennsylvania
$3.24M -$16.2K -30 -0.5%
EL
1498
EWA LLC
Pennsylvania
$3.21M -$18.9K -35 -0.6%
MAWA
1499
Moss Adams Wealth Advisors
Washington
$3.2M +$2.28M +4,231 +247%
CB
1500
Chris Bulman
California
$3.2M +$1.4M +2,604 +78%