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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 %
GPW
1801
Gentry Private Wealth
Kansas
$1.82M -$43.7M -81,156 -96%
LWM
1802
Latko Wealth Management
Illinois
$1.82M +$253K +470 +16%
PSP
1803
Principal Street Partners
Tennessee
$1.82M +$17.8K +33 +1%
HW
1804
Hancock Whitney
Mississippi
$1.82M +$197K +366 +12%
HDIM
1805
Hanson & Doremus Investment Management
Vermont
$1.82M -$539 -1 -0%
AGWCA
1806
Annis Gardner Whiting Capital Advisors
Florida
$1.81M
BPWM
1807
Badgley Phelps Wealth Managers
Washington
$1.81M -$621K -1,152 -26%
PA
1808
Procyon Advisors
Connecticut
$1.8M +$530K +984 +42%
ITIM
1809
Indiana Trust & Investment Management
Indiana
$1.8M -$26.4K -49 -1%
IAS
1810
Investment Advisory Services
Texas
$1.8M +$107K +198 +6%
ACP
1811
Aviance Capital Partners
Florida
$1.8M +$70.6K +131 +4%
HSG
1812
Helen Stephens Group
Texas
$1.79M -$66.3K -123 -4%
LS
1813
Leelyn Smith
Illinois
$1.79M -$11.9K -22 -0.7%
RFS
1814
Retirement Financial Solutions
Tennessee
$1.79M +$10.2K +19 +0.6%
AEPWM
1815
Atlantic Edge Private Wealth Management
Florida
$1.78M +$598K +1,110 +51%
CWA
1816
Clearview Wealth Advisors
Oregon
$1.78M -$85.1K -158 -5%
RRA
1817
Round Rock Advisors
Connecticut
$1.78M +$1.46M +2,718 +464%
CWS
1818
Confluence Wealth Services
Pennsylvania
$1.78M +$138K +247 +8%
SA
1819
Sovran Advisors
California
$1.78M +$1.78M +3,324 New
MCM
1820
MontVue Capital Management
Virginia
$1.78M
OWM
1821
OneAscent Wealth Management
Alabama
$1.77M -$132K -245 -7%
NCM
1822
Novare Capital Management
North Carolina
$1.77M +$77.6K +144 +5%
OAS
1823
Optivise Advisory Services
Tennessee
$1.77M +$68.4K +127 +4%
APP
1824
Avantax Planning Partners
Iowa
$1.77M -$54.4K -101 -3%
PWS
1825
Peterson Wealth Services
Utah
$1.76M -$13.5K -25 -0.8%