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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 %
PEA
2601
Park Edge Advisors
Ohio
$282K – – –
PCA
2602
Private Capital Advisors
Connecticut
$282K – – –
LCGC
2603
Legacy Capital Group California
California
$281K – – –
PFM
2604
Patton Fund Management
Texas
$280K – – –
MAM
2605
Morse Asset Management
Connecticut
$280K – – –
SM
2606
Sweeney & Michel
California
$276K +$1.07K +2 +0.4%
JFGLC
2607
Johnson Financial Group LLC (Colorado)
Colorado
$276K +$276K +523 New
DA
2608
Drake & Associates
Wisconsin
$276K +$276K +523 New
RL
2609
Rogco LP
Oklahoma
$275K – – –
UL
2610
Unionview LLC
Washington
$275K +$1.06K +2 +0.4%
SWM
2611
Seaside Wealth Management
California
$275K – – –
IWMA
2612
Ironwood Wealth Management (Arizona)
Arizona
$273K – – –
NPFS
2613
Novak & Powell Financial Services
Florida
$273K +$2.11K +4 +0.8%
WCMN
2614
Westchester Capital Management (Nebraska)
Nebraska
$273K +$35.9K +68 +15%
KOCAA
2615
Knights of Columbus Asset Advisors
Connecticut
$273K +$72.8K +138 +36%
SHFA
2616
SC&H Financial Advisors
Maryland
$272K -$23.8K -45 -8%
CRI
2617
Colonial River Investments
Virginia
$271K +$39.6K +75 +17%
SAM
2618
Seelaus Asset Management
New Jersey
$270K -$4.75K -9 -2%
WWG
2619
West Wealth Group
California
$269K – – –
MWM
2620
Meritas Wealth Management
California
$269K – – –
CAP
2621
Columbia Advisory Partners
Washington
$269K +$269K +509 New
HA
2622
Hofer & Associates
California
$268K – – –
JF
2623
Joule Financial
Kentucky
$267K +$14.8K +28 +6%
PWMG
2624
Pinnacle Wealth Management Group
Michigan
$267K – – –
VWWMG
2625
Vermillion & White Wealth Management Group
Pennsylvania
$267K -$86.6K -164 -24%
103 104
105
106 107