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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
$4.33B
2
Vanguard Group
Vanguard Group
Pennsylvania
$13.8B
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$1.26B
4
Charles Schwab
Charles Schwab
California
$585M
5
CA
Clearstead Advisors
Ohio
$566M

Top Sellers

1
GAA
Global Assets Advisory
Florida
$4.84M
2
SGCA
Steel Grove Capital Advisors
Tennessee
$207M
3
Wolverine Trading
Wolverine Trading
Illinois
$100M
4
KAM
Kensington Asset Management
Texas
$4M
5
Marshall Wace
Marshall Wace
United Kingdom
$5.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGC
2801
Slocum, Gordon & Co
Rhode Island
$3.72K – – –
SIC
2802
SJS Investment Consulting
Ohio
$3.5K +$3.5K +7 New
FHC
2803
First Heartland Consultants
Missouri
$3.33K -$11 -21 -0.3%
RWPA
2804
Richard W. Paul & Associates
Michigan
$3.03K -$505 -1 -14%
GC
2805
Gould Capital
Washington
$3K +$3K +6 New
Loomis, Sayles & Company
2806
Loomis, Sayles & Company
Massachusetts
$3K – – –
WCM
2807
Westend Capital Management
California
$2.51K +$2.51K +5 New
NA
2808
Nordwand Advisors
Pennsylvania
$2.5K – – –
BFP
2809
Briaud Financial Planning
Texas
$2K – – –
C
2810
Covestor
United Kingdom
$2K – – –
LFA
2811
Legend Financial Advisors
Pennsylvania
$1.5K +$1.5K +3 New
PI
2812
PEAK6 Investments
Illinois
$1.3K -$308K -710 -100%
RWA
2813
Redmont Wealth Advisors
Illinois
$1K – – –
LWA
2814
Lowe Wealth Advisors
Maryland
$1K – – –
TFA
2815
Transamerica Financial Advisors
Florida
$1K – – –
WSC
2816
Wellington Shields & Co
New York
$500 – – –
NC
2817
NewSquare Capital
Pennsylvania
$435 – – –
CSIA
2818
Charles Schwab Investment Advisory
California
– -$574M -1,193,977 Closed
PS
2819
Portfolio Strategies
New York
– -$132M -275,184 Closed
TWM
2820
Trevian Wealth Management
Massachusetts
– -$74.5M -154,951 Closed
EW
2821
Evoke Wealth
California
– -$64.7M -134,647 Closed
CA
2822
CoreCap Advisors
Michigan
– -$54.8M -113,937 Closed
OFS
2823
OneAscent Financial Services
Alabama
– -$43.8M -91,033 Closed
LNC
2824
Lincoln National Corp
Pennsylvania
– -$36.4M -75,824 Closed
LWMNY
2825
Landmark Wealth Management (New York)
New York
– -$33M -68,727 Closed
111 112
113
114 115