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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
9.74%
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
$12.6B
2
Vanguard Group
Vanguard Group
Pennsylvania
$15.8B
3
Morgan Stanley
Morgan Stanley
New York
$11.6B
4
ECM
Element Capital Management
New York
$954M
5
IL
Investure LLC
Virginia
$938M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$8.44M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$749M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$698M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$585M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
251
Atria Investments
North Carolina
$85.6M -$3.74M -7,083 -4%
RH
252
RFG Holdings
Texas
$85.2M +$2.05M +3,890 +2%
CSIA
253
Conrad Siegel Investment Advisors
Pennsylvania
$84M +$921K +1,745 +1%
MA
254
MJP Associates
Connecticut
$83.3M +$3.67M +6,959 +5%
DWM
255
Dechtman Wealth Management
Colorado
$83.2M +$2.83M +5,355 +4%
AF
256
Affiance Financial
Minnesota
$82.4M +$122K +231 +0.1%
CGL
257
Clarius Group LLC
Washington
$82.4M +$1.89M +3,621 +2%
ML
258
Mayport LLC
Massachusetts
$81.8M +$4.74M +8,987 +6%
II
259
Ironclad Investments
Florida
$81.6M – – –
WFA
260
WestHill Financial Advisors
California
$81M -$201K -380 -0.2%
JWCA
261
J.W. Cole Advisors
Florida
$80.8M +$4.96M +9,406 +7%
AL
262
Aspiriant LLC
California
$80.8M +$648K +1,228 +0.8%
SWM
263
SilverOak Wealth Management
Minnesota
$80.7M -$1.58M -2,994 -2%
GBT
264
Grove Bank & Trust
Florida
$80.4M +$4.59M +8,694 +6%
SCM
265
Stordahl Capital Management
Colorado
$80.1M -$834K -1,595 -1%
HWM
266
HB Wealth Management
Georgia
$79.9M +$2.2M +4,178 +3%
RWB
267
RMR Wealth Builders
New Jersey
$79.8M +$3.75M +7,088 +5%
WPC
268
Wedmont Private Capital
Pennsylvania
$79.7M +$10.9M +20,811 +16%
CA
269
Cambridge Advisors
Nebraska
$79.4M -$1.54M -2,924 -2%
SC
270
Stephens Consulting
Michigan
$78.5M +$1.25M +2,374 +2%
MDSL
271
M.D. Sass LLC
New York
$77.7M – – –
WB
272
Webster Bank
Connecticut
$76.3M -$859K -1,627 -1%
WT
273
Washington Trust
Rhode Island
$76.2M +$3M +5,679 +4%
BTWM
274
Brass Tax Wealth Management
Ohio
$75.5M +$45.9M +87,014 +155%
EW
275
Evoke Wealth
California
$74.7M +$74.7M +141,147 New
9 10
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