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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 %
DJSG
2676
D.J. St. Germain
Massachusetts
$175K – – –
WBC
2677
West Branch Capital
Massachusetts
$172K – – –
PCWA
2678
Pacific Capital Wealth Advisors
California
$171K – – –
IA
2679
IFS Advisors
Kansas
$165K +$1K +2 +0.6%
DRS
2680
Deane Retirement Strategies
Louisiana
$161K +$161K +321 New
TFF
2681
The Family Firm
Maryland
$160K +$160K +321 New
SWM
2682
Sugarloaf Wealth Management
Georgia
$160K -$78.5K -157 -33%
TC
2683
Trust Company
Kansas
$160K -$55K -110 -26%
WWP
2684
WR Wealth Planners
Missouri
$158K -$32.1K -64 -17%
CICI
2685
Capital Investment Counsel Inc
North Carolina
$155K +$25K +50 +19%
MSWM
2686
Mowery & Schoenfeld Wealth Management
Illinois
$154K – – –
CAL
2687
Capital Advisors Ltd
Ohio
$151K – – –
AIM
2688
Arcadia Investment Management
Michigan
$150K – – –
BIM
2689
Breakwater Investment Management
Washington
$146K +$1K +2 +0.7%
VCM
2690
Versant Capital Management
Arizona
$145K – – –
KFP
2691
Keener Financial Planning
Texas
$142K – – –
ECM
2692
Elgethun Capital Management
South Dakota
$141K -$2K -4 -1%
SCA
2693
Stuart Chaussee & Associates
California
$141K – – –
FMB
2694
Field & Main Bank
Kentucky
$135K +$135K +270 New
WAM
2695
WFA Asset Management
Wisconsin
$134K +$8.99K +18 +7%
DCM
2696
Davis Capital Management
Florida
$134K +$72.2K +144 +117%
CAM
2697
Clarity Asset Management
Iowa
$132K – – –
ACA
2698
American Capital Advisory
Idaho
$128K +$62.1K +142 +94%
AWM
2699
AllSquare Wealth Management
New York
$128K +$10.5K +21 +9%
OIA
2700
Optimum Investment Advisors
Illinois
$128K – – –
106 107
108
109 110