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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 %
AAA
2551
Adams Asset Advisors
Texas
$256K +$256K +511 New
WWG
2552
West Wealth Group
California
$255K +$255K +510 New
MWM
2553
Meritas Wealth Management
California
$255K – – –
HA
2554
Hofer & Associates
California
$254K +$2.5K +5 +1%
CL
2555
CIM LLC
New York
$254K – – –
PWMG
2556
Pinnacle Wealth Management Group
Michigan
$253K +$253K +506 New
NFSG
2557
Newbridge Financial Services Group
Florida
$253K +$45.5K +91 +22%
WIM
2558
Waycross Investment Management
Washington
$252K – – –
O3W
2559
Omni 360 Wealth
New Jersey
$251K +$251K +502 New
SC
2560
Stolper & Co
Oklahoma
$251K -$9K -18 -3%
SFC
2561
SYM Financial Corp
Indiana
$251K -$30.5K -61 -11%
AFS
2562
Access Financial Services
Minnesota
$251K +$251K +501 New
AAM
2563
Ascension Asset Management
New York
$250K -$100K -200 -29%
ECAM
2564
East Coast Asset Management
Massachusetts
$250K – – –
MYIA
2565
Mount Yale Investment Advisors
Colorado
$249K -$123K -246 -33%
USB
2566
Union Savings Bank
Connecticut
$247K +$43.5K +87 +21%
GMFG
2567
Greater Midwest Financial Group
Minnesota
$246K +$37.5K +75 +18%
UAS
2568
United Asset Strategies
New York
$245K -$10K -20 -4%
CVM
2569
Cheviot Value Management
California
$245K +$245K +490 New
LAS
2570
LWM Advisory Services
Florida
$245K – – –
RSVP
2571
Ramsay Stattman Vela & Price
Colorado
$244K -$79.1K -158 -24%
ORC
2572
O'Rourke & Company
Massachusetts
$243K +$243K +486 New
BZWA
2573
Blue Zone Wealth Advisors
California
$242K +$34K +68 +16%
CWM
2574
Chronos Wealth Management
Florida
$242K -$28K -56 -10%
E
2575
ETFidea
New York
$240K – – –
101 102
103
104 105