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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 %
TPWM
2626
Twelve Points Wealth Management
Massachusetts
$267K -$116K -219 -30%
DJSG
2627
D.J. St. Germain
Massachusetts
$266K +$81.8K +155 +44%
AFS
2628
Access Financial Services
Minnesota
$265K +$1.06K +2 +0.4%
WIM
2629
Waycross Investment Management
Washington
$265K – – –
SNBOSCI
2630
Security National Bank of Sioux City Iowa
Iowa
$265K -$5.28K -10 -2%
O3W
2631
Omni 360 Wealth
New Jersey
$265K – – –
LEFP
2632
Leading Edge Financial Planning
Tennessee
$264K +$264K +501 New
ECAM
2633
East Coast Asset Management
Massachusetts
$264K – – –
AWM
2634
Aviso Wealth Management
Washington
$264K +$264K +500 New
Vontobel Holding
2635
Vontobel Holding
Switzerland
$264K +$264K +500 New
UAS
2636
United Asset Strategies
New York
$262K +$2.64K +5 +1%
I2I
2637
Insight 2811 Inc
Illinois
$259K -$14.8K -28 -5%
FA
2638
Fiduciary Alliance
South Carolina
$258K +$22.7K +43 +10%
LAS
2639
LWM Advisory Services
Florida
$258K – – –
SC
2640
Stolper & Co
Oklahoma
$258K -$6.86K -13 -3%
USB
2641
Union Savings Bank
Connecticut
$257K -$3.17K -6 -1%
ETS
2642
ESL Trust Services
New York
$256K +$24.8K +47 +11%
GCWM
2643
Graham Capital Wealth Management
District of Columbia
$256K +$16.4K +31 +7%
HTHT
2644
Hemenway Trust Hemenway Trust
New Hampshire
$256K +$256K +485 New
WCF
2645
West Coast Financial
California
$255K -$106K -200 -29%
LFA
2646
Laraway Financial Advisors
Minnesota
$255K +$26.4K +50 +12%
CJ
2647
Caitlin John
Michigan
$253K +$8.78K +16 +4%
RWMG
2648
Redwood Wealth Management Group
New Jersey
$253K +$226K +429 +858%
TLA
2649
Tanglewood Legacy Advisors
Texas
$252K – – –
SHWM
2650
Smith & Howard Wealth Management
Georgia
$252K – – –
104 105
106
107 108