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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 %
FAG
2426
Fortitude Advisory Group
Washington
$639K +$13.5K +25 +2%
TIAAOA
2427
Teachers Insurance & Annuity Association of America
New York
$637K -$97K -180 -13%
WTFG
2428
Wells Trecaso Financial Group
Ohio
$637K +$53.9K +100 +9%
SAM
2429
Strategy Asset Managers
California
$636K -$120K -222 -16%
LWM
2430
Lakeridge Wealth Management
Ohio
$635K +$1.08K +2 +0.2%
AIA
2431
AssuredPartners Investment Advisors
Florida
$635K +$635K +1,178 New
FCM
2432
Family Capital Management
Michigan
$634K +$1.08K +2 +0.2%
RCP
2433
Rothschild Capital Partners
New York
$633K -$42.6K -79 -6%
NWM
2434
NRI Wealth Management
California
$633K +$633K +1,175 New
PAIM
2435
Punch & Associates Investment Management
Minnesota
$632K +$566K +1,050 +854%
CAG
2436
Curtis Advisory Group
California
$632K -$143K -266 -18%
NA
2437
Novus Advisors
South Carolina
$631K +$631K +1,172 New
MC
2438
Matisse Capital
Oregon
$631K +$181K +336 +40%
VNA
2439
Valley National Advisers
Pennsylvania
$631K -$50.1K -93 -7%
RPWA
2440
Regent Peak Wealth Advisors
Georgia
$629K – – –
HWMG
2441
Hurlow Wealth Management Group
Indiana
$629K +$50.7K +94 +9%
CWM
2442
Cahaba Wealth Management
Georgia
$628K -$118K -219 -16%
TH
2443
TCTC Holdings
Texas
$627K +$627K +1,163 New
HPBT
2444
Hickory Point Bank & Trust
Illinois
$626K +$626K +1,161 New
PA
2445
Pineridge Advisors
Missouri
$625K -$90.5K -168 -13%
SKK
2446
Shepherd Kaplan Krochuk
Massachusetts
$625K -$3.77K -7 -0.6%
BHWM
2447
Bar Harbor Wealth Management
New Hampshire
$625K – – –
MF
2448
Montis Financial
Massachusetts
$625K – – –
FA
2449
Financial Advisors
Massachusetts
$624K +$539 +1 +0.1%
FPGT
2450
Financial Partners Group (Tennessee)
Tennessee
$623K +$37.2K +69 +6%
96 97
98
99 100