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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 %
PWMG
2651
Prestige Wealth Management Group
New Jersey
$251K +$3.18K +6 +1%
LWA
2652
Lantern Wealth Advisors
New York
$250K +$528 +1 +0.2%
PIM
2653
Penobscot Investment Management
Massachusetts
$250K – – –
WTB
2654
Washington Trust Bank
Washington
$248K +$248K +470 New
MWA
2655
Moser Wealth Advisors
Washington
$245K -$38.5K -73 -14%
MKC
2656
M. Kraus & Co
Vermont
$245K -$31.7K -60 -11%
SCP
2657
Stevens Capital Partners
Nebraska
$245K +$245K +465 New
SIC
2658
Samalin Investment Counsel
New York
$245K -$33.2K -63 -12%
ORC
2659
O'Rourke & Company
Massachusetts
$244K -$12.1K -23 -5%
TIA
2660
Tiemann Investment Advisors
California
$243K – – –
HPC
2661
Hobart Private Capital
North Carolina
$243K +$243K +461 New
LRPA
2662
L. Roy Papp & Associates
Arizona
$243K +$10.5K +20 +5%
PCI
2663
Planning Center Inc
Illinois
$243K +$25.3K +48 +12%
QC
2664
QCM Cayman
Texas
$243K -$2.64K -5 -1%
RA
2665
Riverstone Advisors
Texas
$243K – – –
CWA
2666
Centennial Wealth Advisory
Michigan
$243K -$2.64K -5 -1%
AFA
2667
American Financial Advisors
Georgia
$242K +$3.7K +7 +2%
CE
2668
Cornerstone Enterprises
Wisconsin
$242K – – –
GB
2669
Goepper Burkhardt
South Carolina
$241K – – –
NL
2670
NDWM LLC
California
$239K – – –
BCV
2671
Banque Cantonale Vaudoise
Switzerland
$239K +$52.2K +99 +28%
WCM
2672
Windsor Capital Management
Arizona
$239K – – –
MSA
2673
Marino Stram & Associates
Massachusetts
$238K -$10K -19 -4%
MF
2674
Manchester Financial
California
$238K +$4.75K +9 +2%
HGA
2675
Hobbs Group Advisors
South Carolina
$238K +$238K +451 New
105 106
107
108 109