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Vanguard S&P 500 ETF
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Overview Fund Activity

2,912 hedge funds and large institutions have $199B invested in Vanguard S&P 500 ETF in 2024 Q3 according to their latest regulatory filings, with 211 funds opening new positions, 1,435 increasing their positions, 881 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,912
Holders Change
+100
Holders Change %
+3.56%
% of All Funds
42.12%
Holding in Top 10
673
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.66%
% of All Funds
9.73%
New
211
Increased
1,435
Reduced
881
Closed
75
Calls
$1.45B
Puts
$1.75B
Net Calls
-$302M
Net Calls Change
-$257M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.52B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.27B
3
Morgan Stanley
Morgan Stanley
New York
+$1.12B
4
ECM
Element Capital Management
New York
+$954M
5
IL
Investure LLC
Virginia
+$560M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$3.82B
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.34B
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$724M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$647M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$335M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
2476
Bernzott Capital Advisors
California
$358K -$54.9K -104 -13%
NJIM
2477
Nabity-Jensen Investment Management
Nebraska
$358K +$1.06K +2 +0.3%
FAP
2478
Financial Advisory Partners
Florida
$358K -$11.6K -22 -3%
NRG
2479
Nemes Rush Group
Michigan
$357K -$409K -851 -53%
LWMT
2480
Legacy Wealth Management (Tennessee)
Tennessee
$357K +$357K +677 New
SWM
2481
Silverlake Wealth Management
Vermont
$357K +$26.9K +51 +8%
MWS
2482
Maxwell Wealth Strategies
California
$356K – – –
SVWG
2483
Shared Vision Wealth Group
United States
$356K – – –
VDI
2484
Vaughan David Investments
Illinois
$356K +$528 +1 +0.1%
Loomis, Sayles & Company
2485
Loomis, Sayles & Company
Massachusetts
$356K +$353K +670 +13,400%
IPW
2486
Inlet Private Wealth
Florida
$356K – – –
NAAA
2487
New Age Alpha Advisors
New York
$355K +$355K +672 New
SCM
2488
Schnieders Capital Management
California
$354K – – –
TCM
2489
Tandem Capital Management
New Jersey
$354K -$15.8K -30 -4%
RA
2490
Rodgers & Associates
Pennsylvania
$354K +$19.5K +37 +6%
TLP
2491
Trinity Legacy Partners
Texas
$353K -$31.7K -59 -8%
NLP
2492
Next Level Private
New York
$353K -$20.1K -38 -5%
JC
2493
Jentner Corp
Ohio
$353K +$1.06K +2 +0.3%
SIG
2494
Spinnaker Investment Group
California
$353K +$353K +669 New
JE
2495
JMAC Enterprises
Pennsylvania
$352K +$4.75K +9 +1%
SFC
2496
Sprinkle Financial Consultants
Colorado
$352K +$528 +1 +0.2%
MG
2497
MilWealth Group
Wisconsin
$352K – – –
CCAL
2498
City Center Advisors LLC
Michigan
$352K +$10.6K +20 +3%
SOAMC
2499
Spirit of America Management Corp
New York
$350K -$21.1K -40 -6%
BAM
2500
Bayshore Asset Management
Florida
$350K -$57K -108 -14%
98 99
100
101 102