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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 %
BF
1776
Baring Financial
Washington
$1.92M +$1.92M +3,557 New
BWA
1777
BlueChip Wealth Advisors
Georgia
$1.9M -$135K -251 -7%
PAS
1778
Professional Advisory Services
Florida
$1.9M -$53.4K -99 -3%
CC
1779
Callan Capital
California
$1.89M -$130K -242 -6%
MF
1780
Manuka Financial
Virginia
$1.89M +$1.89M +3,509 New
AIM
1781
Advyzon Investment Management
Illinois
$1.89M +$1.89M +3,505 New
RGC
1782
Roberts, Glore & Co
Illinois
$1.88M +$2.16K +4 +0.1%
CC
1783
Copperleaf Capital
North Carolina
$1.88M +$79.2K +147 +4%
MPWS
1784
McCarter Private Wealth Services
Massachusetts
$1.88M +$442K +820 +31%
TTWM
1785
TCV Trust & Wealth Management
Virginia
$1.87M +$299K +555 +19%
MSAM
1786
Moloney Securities Asset Management
Missouri
$1.87M +$466K +865 +33%
DE
1787
Diversified Enterprises
Delaware
$1.86M +$80.8K +150 +5%
ICMM
1788
Integrated Capital Management (Michigan)
Michigan
$1.86M -$86.2K -160 -4%
BAAM
1789
Baker Avenue Asset Management
California
$1.86M +$267K +496 +17%
AWM
1790
Alterna Wealth Management
Texas
$1.85M
RIA
1791
Realta Investment Advisors
Delaware
$1.85M +$1.54M +2,823 +485%
WCM
1792
WealthTrak Capital Management
Virginia
$1.85M +$1.85M +3,439 New
SL
1793
Sentinus LLC
Illinois
$1.85M -$20.5K -38 -1%
NC
1794
Napatree Capital
Rhode Island
$1.84M +$36.1K +67 +2%
CFP
1795
Curran Financial Partners
South Carolina
$1.84M +$78.7K +146 +4%
CAAS
1796
Capital Asset Advisory Services
Michigan
$1.84M -$57.2K -105 -3%
LRIA
1797
Leonard Rickey Investment Advisors
Washington
$1.84M +$26.9K +50 +1%
BBNB
1798
Baker Boyer National Bank
Washington
$1.84M +$8.08K +15 +0.4%
NWWA
1799
New Wave Wealth Advisors
Arkansas
$1.83M +$631K +1,171 +53%
HKAM
1800
Horizon Kinetics Asset Management
New York
$1.82M -$8.08K -15 -0.4%