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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 %
SAMT
2001
Select Asset Management & Trust
Pennsylvania
$1.3M -$32.3K -60 -2%
GWA
2002
Geometric Wealth Advisors
District of Columbia
$1.29M +$1.08K +2 +0.1%
MIM
2003
Marshall Investment Management
Colorado
$1.29M +$1.29M +2,447 New
IF
2004
Integrity Financial
Wyoming
$1.29M +$288K +535 +29%
KFS
2005
Kaizen Financial Strategies
California
$1.29M +$1.08K +2 +0.1%
EBA
2006
Eagle Bay Advisors
New York
$1.29M +$5.39K +10 +0.4%
SIA
2007
Schechter Investment Advisors
Michigan
$1.28M +$79.8K +148 +7%
WWM
2008
Whalen Wealth Management
Nevada
$1.28M -$125K -232 -9%
MSF
2009
Mustard Seed Financial
Arkansas
$1.28M +$82.5K +153 +7%
CPRC
2010
Consolidated Portfolio Review Corp
New York
$1.28M -$32.9K -61 -3%
CCG
2011
Coastwise Capital Group
California
$1.27M +$28K +52 +2%
GAM
2012
GEM Asset Management
Michigan
$1.26M -$110K -204 -8%
SFG
2013
Snider Financial Group
Washington
$1.26M +$1.26M +2,346 New
MIG
2014
McGuire Investment Group
Rhode Island
$1.26M – – –
MCM
2015
Maple Capital Management
Vermont
$1.26M +$558K +1,035 +79%
NRC
2016
New Republic Capital
North Carolina
$1.26M -$582K -1,080 -32%
MEG
2017
Millstone Evans Group
Colorado
$1.26M +$1.26M +2,337 New
TWM
2018
Trueblood Wealth Management
Ohio
$1.26M +$339K +629 +37%
SWM
2019
SFG Wealth Management
Maryland
$1.25M -$46.3K -86 -4%
CSI
2020
Cross Staff Investments
New York
$1.25M – – –
SW
2021
SlateStone Wealth
Florida
$1.25M +$24.8K +46 +2%
FG
2022
Foster Group
Iowa
$1.25M +$869K +1,613 +230%
JWM
2023
Jupiter Wealth Management
Colorado
$1.25M -$672K -1,247 -35%
KFC
2024
Klingenstein Fields & Co
New York
$1.24M +$225K +418 +22%
RC
2025
Rovin Capital
Arizona
$1.24M -$73.8K -137 -6%
79 80
81
82 83