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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 %
RBC
1701
Roble Belko & Company
Pennsylvania
$2.2M -$212K -393 -9%
EF
1702
Empowered Funds
Pennsylvania
$2.2M -$31.3K -58 -1%
WA
1703
WP Advisors
California
$2.2M +$266K +493 +14%
DCM
1704
Donaldson Capital Management
Indiana
$2.19M +$364K +675 +20%
WAM
1705
Wakefield Asset Management
Colorado
$2.18M -$50.6K -94 -2%
PCM
1706
Princeton Capital Management
New Jersey
$2.18M +$606K +1,125 +38%
GHA
1707
GW Henssler & Associates
Georgia
$2.17M – – –
JC
1708
JB Capital
Connecticut
$2.17M -$4.31K -8 -0.2%
FIM
1709
Freedom Investment Management
Connecticut
$2.16M -$27.5K -51 -1%
EFG
1710
Everhart Financial Group
Ohio
$2.16M +$15.1K +28 +0.7%
IWC
1711
Infinity Wealth Counsel
Ohio
$2.16M +$2.16M +4,000 New
CFG
1712
Cooper Financial Group
California
$2.15M +$627K +1,163 +41%
LWMM
1713
Legacy Wealth Management (Mississippi)
Mississippi
$2.15M – – –
ZIG
1714
Zullo Investment Group
Pennsylvania
$2.15M – – –
SSB
1715
Sandy Spring Bank
Maryland
$2.15M -$148K -275 -6%
BWA
1716
Burt Wealth Advisors
Maryland
$2.15M -$44.7K -83 -2%
CA
1717
Capital Advantage
California
$2.14M +$2.14M +3,974 New
MWA
1718
Martel Wealth Advisors
Washington
$2.14M -$141K -261 -6%
AAS
1719
Annex Advisory Services
Wisconsin
$2.13M -$98.1K -182 -4%
LW
1720
Linscomb Wealth
Texas
$2.13M -$40.4K -75 -2%
BB
1721
Busey Bank
Illinois
$2.13M +$334K +620 +19%
W
1722
WealthCollab
Washington
$2.11M +$539 +1 +0%
CTWM
1723
Cherry Tree Wealth Management
Minnesota
$2.11M – – –
WA
1724
WBH Advisory
Maryland
$2.11M -$13.5K -25 -0.6%
TSWM
1725
Tyler-Stone Wealth Management
Ohio
$2.1M +$60.9K +113 +3%
67 68
69
70 71