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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 %
CFS
2051
Compass Financial Services
Iowa
$1.19M +$1.19M +2,215 New
SWIM
2052
Smallwood Wealth Investment Management
New Jersey
$1.19M – – –
PMWMG
2053
Parr McKnight Wealth Management Group
Minnesota
$1.19M +$1.19M +2,206 New
WF
2054
Wayfinding Financial
Washington
$1.19M +$1.19M +2,204 New
4WM
2055
49 Wealth Management
Texas
$1.19M +$499K +927 +73%
SCA
2056
Stokes Capital Advisors
South Carolina
$1.19M +$14.5K +27 +1%
CA
2057
CapWealth Advisors
Tennessee
$1.18M -$63.6K -118 -5%
SI
2058
Stonekeep Investments
New Mexico
$1.18M -$543K -1,008 -32%
CB
2059
Community Bank
New York
$1.17M – – –
DFA
2060
DHJJ Financial Advisors
Illinois
$1.17M +$91.6K +170 +8%
GI
2061
Gradient Investments
Minnesota
$1.17M +$80.3K +149 +7%
T
2062
Transce3nd
Texas
$1.17M +$1.17M +2,168 New
CPA
2063
Clear Point Advisors
New York
$1.17M +$58.2K +108 +5%
WWA
2064
Wingate Wealth Advisors
Massachusetts
$1.17M +$1.17M +2,168 New
WWM
2065
Wolff Wiese Magana
California
$1.17M +$282K +523 +32%
GFWA
2066
Grey Fox Wealth Advisors
Delaware
$1.17M +$343K +636 +42%
PCFFS
2067
Pacific Center for Financial Services
California
$1.16M +$154K +286 +15%
BWP
2068
Bernardo Wealth Planning
Pennsylvania
$1.16M +$12.3K +23 +1%
CA
2069
Cresta Advisors
Texas
$1.16M – – –
SHF
2070
Stage Harbor Financial
Massachusetts
$1.16M +$51.2K +95 +5%
DF
2071
DecisionPoint Financial
Arizona
$1.15M +$7.54K +14 +0.7%
EIA
2072
Edgemoor Investment Advisors
Maryland
$1.15M +$5.39K +10 +0.5%
CS
2073
Capital Square
Tennessee
$1.15M +$15.1K +27 +1%
BHIA
2074
Birch Hill Investment Advisors
Massachusetts
$1.15M -$175K -324 -13%
PPC
2075
Park Place Capital
Alabama
$1.15M +$1.62K +3 +0.1%
81 82
83
84 85