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Vanguard S&P 500 ETF
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Overview Fund Activity

2,812 hedge funds and large institutions have $181B invested in Vanguard S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 202 funds opening new positions, 1,286 increasing their positions, 910 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,812
Holders Change
+75
Holders Change %
+2.74%
% of All Funds
40.9%
Holding in Top 10
662
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+3.76%
% of All Funds
9.63%
New
202
Increased
1,286
Reduced
910
Closed
89
Calls
$964M
Puts
$1.01B
Net Calls
-$45.5M
Net Calls Change
-$219M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$3.61B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.1B
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$787M
4
Charles Schwab
Charles Schwab
California
+$585M
5
CA
Clearstead Advisors
Ohio
+$348M

Top Sellers

1
GAA
Global Assets Advisory
Florida
-$1.7B
2
SGCA
Steel Grove Capital Advisors
Tennessee
-$1.57B
3
Wolverine Trading
Wolverine Trading
Illinois
-$944M
4
KAM
Kensington Asset Management
Texas
-$452M
5
Marshall Wace
Marshall Wace
United Kingdom
-$445M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
2476
Ballew Advisors
Mississippi
$298K +$10.3K +20 +4%
WA
2477
Waterford Advisors
New York
$298K +$2.5K +5 +0.8%
LCM
2478
Lunt Capital Management
Utah
$298K – – –
PAWA
2479
Palo Alto Wealth Advisors
California
$297K -$55.7K -111 -16%
HWP
2480
Heritage Wealth Partners
Ohio
$297K +$20K +40 +7%
SP
2481
Successful Portfolios
Florida
$296K +$1.5K +3 +0.5%
OPWM
2482
Oxinas Partners Wealth Management
Indiana
$296K +$4K +8 +1%
SFC
2483
Swisher Financial Concepts
Ohio
$294K – – –
SWP
2484
Summit Wealth Partners
Florida
$294K +$14K +28 +5%
HCM
2485
Highview Capital Management
Illinois
$293K +$293K +585 New
JJBC
2486
James J. Burns & Company
New York
$292K +$47.1K +94 +19%
MWP
2487
MYCIO Wealth Partners
Pennsylvania
$292K -$12K -24 -4%
MWA
2488
Merkkuri Wealth Advisors
New York
$291K +$291K +581 New
OFW
2489
Omnia Family Wealth
Florida
$290K +$290K +577 New
GWP
2490
Gen-Wealth Partners
Michigan
$290K -$13K -26 -4%
GPA
2491
Garrison Point Advisors
California
$290K +$15K +30 +5%
RFA
2492
Resurgent Financial Advisors
Georgia
$290K +$290K +579 New
CCG
2493
Catalina Capital Group
California
$289K -$1K -2 -0.3%
NCM
2494
Nelson Capital Management
California
$289K +$53K +106 +23%
KCM
2495
KRS Capital Management
Michigan
$289K – – –
WW
2496
Westshore Wealth
California
$288K -$331K -661 -53%
KFP
2497
KMG Fiduciary Partners
Ohio
$288K -$5.5K -11 -2%
PWM
2498
Palumbo Wealth Management
New York
$288K – – –
IFPG
2499
Intrepid Financial Planning Group
Indiana
$287K – – –
CIS
2500
Connors Investor Services
Pennsylvania
$286K – – –
98 99
100
101 102