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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 %
SF
2501
SWP Financial
California
$350K -$5.28K -10 -1%
SS
2502
Sound Stewardship
Kansas
$349K -$14.8K -28 -4%
AFG
2503
Arkansas Financial Group
Arkansas
$349K – – –
CCA
2504
Cadent Capital Advisors
Oklahoma
$349K -$391K -741 -53%
TAM
2505
Tucker Asset Management
Colorado
$348K +$1.58K +3 +0.5%
BFA
2506
Bright Financial Advisors
Michigan
$348K -$14.2K -27 -4%
CWA
2507
Cornerstone Wealth Advisors
Minnesota
$347K – – –
AWA
2508
ARQ Wealth Advisors
Arizona
$346K – – –
HBW
2509
Hazlett, Burt & Watson
West Virginia
$346K – – –
MWPCG
2510
Measured Wealth Private Client Group
New Hampshire
$343K -$122K -231 -26%
WIC
2511
Whitegate Investment Counselors
New Hampshire
$342K +$5.28K +10 +2%
CSC
2512
Caldwell Sutter Capital
California
$339K -$67.5K -128 -17%
BCP
2513
Blackhawk Capital Partners
Wisconsin
$339K +$339K +642 New
CCM
2514
Chaney Capital Management
Washington
$338K – – –
JSC
2515
Jackson Square Capital
California
$337K +$58K +110 +21%
SDH
2516
Sloy Dahl & Holst
Washington
$336K – – –
FA
2517
Fagan Associates
New York
$335K +$527 +1 +0.2%
BHBT
2518
Burke & Herbert Bank & Trust
Virginia
$335K -$127K -240 -27%
CCA
2519
Conservest Capital Advisors
Pennsylvania
$335K – – –
CWP
2520
Concord Wealth Partners
Virginia
$335K +$59.1K +112 +21%
CHC
2521
City Holding Co
West Virginia
$335K – – –
WWM
2522
WJ Wealth Management
Arizona
$333K +$333K +632 New
PWH
2523
Priebe Wealth Holdings
Minnesota
$332K – – –
BWP
2524
Baldwin Wealth Partners
Massachusetts
$331K +$201K +381 +155%
LCM
2525
Lazari Capital Management
California
$328K +$7.38K +14 +2%
99 100
101
102 103