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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 %
SEM
2726
Strategic Equity Management
Arizona
$215K +$215K +407 New
AWP
2727
Abacus Wealth Partners
California
$214K +$214K +405 New
SFA
2728
Seneca Financial Advisors
New York
$213K – – –
CFP
2729
Catalyst Financial Partners
Massachusetts
$212K +$212K +402 New
WFA
2730
Wells Financial Advisors
Massachusetts
$212K – – –
SDWIA
2731
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$212K -$528 -1 -0.2%
SFG
2732
SevenBridge Financial Group
Pennsylvania
$211K -$30.3K -55 -13%
GPI
2733
General Partner Inc
Pennsylvania
$211K – – –
CTI
2734
Community Trust & Investment
Kentucky
$211K +$211K +400 New
MAG
2735
Mayfair Advisory Group
Alabama
$210K – – –
BWM
2736
Birchcreek Wealth Management
Ohio
$210K -$2.64K -5 -1%
CWA
2737
Cascade Wealth Advisors
Washington
$210K +$210K +398 New
RWM
2738
Rockline Wealth Management
New York
$210K +$210K +398 New
LDB
2739
Lee, Danner & Bass
Tennessee
$210K +$210K +398 New
PCA
2740
Providence Capital Advisors
North Carolina
$209K +$4.22K +8 +2%
KDA
2741
Kraft Davis & Associates
Missouri
$209K +$209K +398 New
DP
2742
DDD Partners
Washington
$209K +$209K +396 New
VAMG
2743
Voisard Asset Management Group
Michigan
$208K +$201K +380 +2,533%
TCM
2744
Twin Capital Management
Pennsylvania
$208K +$208K +395 New
SHA
2745
Seneca House Advisors
Virginia
$208K +$208K +394 New
DJYG
2746
David J. Yvars Group
Florida
$208K +$208K +394 New
SCI
2747
Silver Coast Investments
United States
$207K +$207K +393 New
BIAS
2748
Beacon Investment Advisory Services
New Jersey
$207K +$207K +392 New
PIA
2749
Powell Investment Advisors
Florida
$206K +$530 +1 +0.3%
PWM
2750
Prentice Wealth Management
New York
$205K +$205K +389 New
108 109
110
111 112