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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 %
MQWP
2251
Morey & Quinn Wealth Partners
Nebraska
$847K +$847K +1,573 New
FMN
2252
Financial Management Network
California
$847K +$66.4K +122 +9%
AIA
2253
Arcadia Investment Advisors
Idaho
$845K -$119K -221 -12%
BFM
2254
Broadview Financial Management
Wisconsin
$843K +$2.69K +5 +0.3%
DCM
2255
Dimension Capital Management
Florida
$843K – – –
SWA
2256
Strata Wealth Advisors
Texas
$842K +$142K +264 +20%
FPCG
2257
Forum Private Client Group
Indiana
$841K +$24.8K +46 +3%
PDM
2258
Penn Davis McFarland
Texas
$841K – – –
CPIA
2259
Cornell Pochily Investment Advisors
New York
$840K -$25.9K -48 -3%
SP
2260
Sequent Planning
Nebraska
$839K +$76.5K +142 +10%
S
2261
Sachetta
Massachusetts
$838K -$9.16K -17 -1%
WG
2262
Watchman Group
Texas
$836K +$19.9K +37 +2%
CCG
2263
Catalina Capital Group
California
$836K +$432K +802 +107%
TFP
2264
Tilia Fiduciary Partners
North Carolina
$834K +$176K +326 +27%
BF
2265
Brogan Financial
Tennessee
$834K +$5.93K +11 +0.7%
SFO
2266
Stenger Family Office
Illinois
$833K +$833K +1,547 New
WFMPM
2267
Woodley Farra Manion Portfolio Management
Indiana
$833K +$539 +1 +0.1%
MLL
2268
Moody Lynn & Lieberson
Massachusetts
$832K +$32.3K +60 +4%
T
2269
Tidemark
California
$832K +$177K +329 +27%
OPPS
2270
Obsidian Personal Planning Solutions
Maryland
$832K +$407K +735 +96%
CSB
2271
City State Bank
Iowa
$831K +$1.08K +2 +0.1%
LA
2272
Lane & Associates
New Jersey
$830K -$8.86K -16 -1%
EFG
2273
Ehrlich Financial Group
California
$829K -$157K -291 -16%
HVP
2274
Hudson Value Partners
Florida
$828K -$53.9K -100 -6%
BIG
2275
Brooklyn Investment Group
New York
$828K +$828K +1,537 New
89 90
91
92 93