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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 %
PD
1876
Planning Directions
Pennsylvania
$1.61M +$524K +973 +48%
BWP
1877
Balboa Wealth Partners
Arizona
$1.61M +$86.2K +160 +6%
CIA
1878
Compass Investment Advisers
Oregon
$1.61M +$1.61M +2,979 New
MWM
1879
Maripau Wealth Management
Indiana
$1.6M +$1.6M +2,966 New
Prudential Financial
1880
Prudential Financial
New Jersey
$1.59M -$96.3M -178,673 -98%
HWMC
1881
Heritage Wealth Management (California)
California
$1.59M +$792K +1,469 +100%
ANC
1882
Ames National Corp
Iowa
$1.58M +$1.58M +2,941 New
VWS
1883
Virtus Wealth Solutions
New Jersey
$1.58M +$1.58M +2,941 New
CWM
1884
Cherrydale Wealth Management
New Jersey
$1.58M +$300K +556 +23%
AFP
1885
Alpha Financial Partners
Kentucky
$1.58M +$595K +1,105 +60%
FAC
1886
Financial Advisory Corporation
Michigan
$1.58M +$1.58M +2,935 New
HPIA
1887
Hamilton Point Investment Advisors
North Carolina
$1.58M -$32.9K -61 -2%
CIA
1888
Compass Ion Advisors
Pennsylvania
$1.58M +$57.1K +106 +4%
TS
1889
Tamar Securities
California
$1.58M +$802K +1,488 +103%
CFG
1890
Chapman Financial Group
Hawaii
$1.58M +$1.58M +2,929 New
MGWM
1891
Marks Group Wealth Management
Minnesota
$1.58M +$31.8K +59 +2%
VCAM
1892
Van Cleef Asset Management
Ohio
$1.58M
TAM
1893
Tocqueville Asset Management
New York
$1.57M +$31.8K +59 +2%
CFP
1894
Cascade Financial Partners
California
$1.57M +$21.6K +40 +1%
AT
1895
Arlington Trust
Alabama
$1.57M -$259K -481 -14%
SWM
1896
Shepherd Wealth Management
Ohio
$1.57M +$1.57M +2,906 New
VFIC
1897
Valley Forge Investment Consultants
Pennsylvania
$1.56M +$4.85K +9 +0.3%
GP
1898
Greenline Partners
New York
$1.56M +$242K +450 +18%
IJWM
1899
Inman Jager Wealth Management
Mississippi
$1.55M +$1.55M +2,880 New
MPCA
1900
Madison Park Capital Advisors
Washington
$1.55M +$567K +1,052 +58%