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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 %
WA1
1951
Wimmer Associates 1
California
$1.4M +$331K +615 +31%
EA
1952
Eclectic Associates
California
$1.4M -$9.16K -17 -0.7%
UW
1953
Unique Wealth
Florida
$1.4M +$455K +844 +48%
CWM
1954
CIBC World Markets
New York
$1.4M -$39.3K -73 -3%
EF
1955
Elite Financial
Idaho
$1.4M +$1.4M +2,594 New
BFA
1956
Bragg Financial Advisors
North Carolina
$1.4M -$40.4K -75 -3%
ECM
1957
EagleClaw Capital Management
Massachusetts
$1.4M
CWP
1958
Cyndeo Wealth Partners
Florida
$1.4M +$3.77K +7 +0.3%
HAM
1959
Harmony Asset Management
Arizona
$1.4M +$38.8K +72 +3%
CF
1960
Claris Financial
Virginia
$1.39M +$1.39M +2,588 New
RDIA
1961
RE Dickinson Investment Advisors
Iowa
$1.39M +$172K +32 +14%
LWM
1962
Lyell Wealth Management
California
$1.38M -$285K -528 -17%
BWM
1963
BlackDiamond Wealth Management
New York
$1.38M
IAMOG
1964
Investors Asset Management of Georgia
Georgia
$1.37M +$2.16K +4 +0.2%
LWM
1965
Level Wealth Management
North Carolina
$1.37M +$1.37M +2,549 New
MM
1966
Meridian Management
Arkansas
$1.37M
PWM
1967
Partners Wealth Management
California
$1.37M +$1.37M +2,538 New
MPW
1968
Magnolia Private Wealth
Pennsylvania
$1.37M +$1.37M +2,536 New
CPC
1969
CFC Planning Company
Indiana
$1.37M +$1.37M +2,534 New
AWM
1970
Aegis Wealth Management
Maryland
$1.36M +$1.36M +2,529 New
MIM
1971
Miller Investment Management
Pennsylvania
$1.36M
STA
1972
Smith Thornton Advisors
Alabama
$1.36M -$539 -1 -0%
JSA
1973
Jim Saulnier & Associates
Colorado
$1.35M -$56.6K -105 -4%
BMO
1974
Beck Mack & Oliver
New York
$1.35M -$108K -200 -7%
KIM
1975
Kane Investment Management
California
$1.35M +$1.35M +2,503 New