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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 %
JWM
2301
Jessup Wealth Management
Ohio
$793K +$135K +251 +21%
FWM
2302
Fingerlakes Wealth Management
New York
$792K +$3.77K +7 +0.5%
DPW
2303
DiNuzzo Private Wealth
Pennsylvania
$791K – – –
FPW
2304
Flywheel Private Wealth
California
$789K +$789K +1,464 New
CP
2305
Cumberland Partners
Ontario, Canada
$788K – – –
PBC
2306
Pavion Blue Capital
California
$782K -$10.8K -20 -1%
CT
2307
Colonial Trust
South Carolina
$780K -$1.08K -2 -0.1%
TCPG
2308
Trivant Custom Portfolio Group
California
$780K – – –
BFG
2309
Bouchey Financial Group
New York
$779K +$4.31K +8 +0.6%
CA
2310
CGN Advisors
Kansas
$779K -$406K -753 -34%
ACM
2311
Alpha Capital Management
Texas
$778K -$38.3K -71 -5%
WA
2312
Wealth Alliance
New York
$778K -$2.7K -5 -0.3%
RWM
2313
Refined Wealth Management
Utah
$778K +$10.8K +20 +1%
BAM
2314
Berkshire Asset Management
Pennsylvania
$777K -$40.8K -73 -5%
WFL
2315
Wealth Forward LLC
North Dakota
$774K – – –
RI
2316
Rinkey Investments
California
$773K +$33.9K +63 +5%
RAS
2317
RPS Advisory Solutions
Kentucky
$773K +$150K +278 +24%
PHWM
2318
Pine Harbor Wealth Management
Maryland
$771K +$6.47K +12 +0.8%
AWA
2319
Acorn Wealth Advisors
Michigan
$771K -$166K -308 -18%
ASW
2320
Astoria Strategic Wealth
Texas
$770K – – –
AWC
2321
Abundance Wealth Counselors
Pennsylvania
$770K – – –
TW
2322
TrinityPoint Wealth
Connecticut
$768K +$114K +211 +17%
APWM
2323
Anchor Pointe Wealth Management
Missouri
$767K +$767K +1,417 New
ICP
2324
Interchange Capital Partners
Pennsylvania
$764K +$2.16K +4 +0.3%
HIW
2325
Holos Integrated Wealth
Pennsylvania
$763K +$763K +1,416 New
91 92
93
94 95