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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 %
SWP
2551
Summit Wealth Partners
Florida
$311K +$528 +1 +0.2%
BA
2552
Ballew Advisors
Mississippi
$310K +$3.71K +7 +1%
RRA
2553
Round Rock Advisors
Connecticut
$309K -$31.1K -59 -9%
MWP
2554
MYCIO Wealth Partners
Pennsylvania
$309K +$1.58K +3 +0.5%
WBC
2555
West Branch Capital
Massachusetts
$309K +$127K +240 +70%
BFWM
2556
Bright Futures Wealth Management
New York
$309K +$309K +579 New
HCM
2557
Highview Capital Management
Illinois
$309K – – –
JJBC
2558
James J. Burns & Company
New York
$308K – – –
LFGO
2559
Legacy Financial Group (Oklahoma)
Oklahoma
$306K +$95.6K +183 +45%
GPA
2560
Garrison Point Advisors
California
$306K – – –
RFA
2561
Resurgent Financial Advisors
Georgia
$304K -$1.58K -3 -0.5%
BWM
2562
Brown Wealth Management
Illinois
$304K +$84.4K +160 +38%
WW
2563
Westshore Wealth
California
$303K -$528 -1 -0.2%
IFPG
2564
Intrepid Financial Planning Group
Indiana
$303K – – –
KFP
2565
KMG Fiduciary Partners
Ohio
$302K -$1.58K -3 -0.5%
CIS
2566
Connors Investor Services
Pennsylvania
$302K – – –
CWM
2567
CCG Wealth Management
California
$301K -$15.8K -30 -5%
IP
2568
Intellectus Partners
California
$300K -$116K -219 -28%
NCM
2569
Neumann Capital Management
California
$299K -$26.4K -50 -8%
MKA
2570
M. Kulyk & Associates
Georgia
$299K +$59.1K +112 +25%
CF
2571
Cyr Financial
Illinois
$298K – – –
MHR
2572
Matthew Hamilton Rosenberg
$298K +$63.3K +120 +27%
RBFC
2573
Roman Butler Fullerton & Co
Missouri
$298K +$298K +559 New
PP
2574
Patron Partners
Texas
$296K +$2.11K +4 +0.7%
CHP
2575
Cable Hill Partners
Oregon
$296K +$2.12K +4 +0.7%
101 102
103
104 105