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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
+$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 %
MFC
2826
Mechanics Financial Corp
Ohio
$66.5K – – –
GJWM
2827
Gilliland Jeter Wealth Management
Arkansas
$65.4K – – –
WWP
2828
WR Wealth Planners
Missouri
$65.3K -$101K -191 -61%
PPA
2829
Painted Porch Advisors
California
$65.1K – – –
PAIM
2830
Punch & Associates Investment Management
Minnesota
$64.9K -$319K -605 -83%
CJL
2831
Cyrus J. Lawrence
New York
$64K +$64K +122 New
EWP
2832
Elevation Wealth Partners
California
$62.6K +$8.41K +16 +16%
CCA
2833
Criterion Capital Advisors
Tennessee
$60.5K – – –
CAM
2834
Costello Asset Management
Pennsylvania
$58.6K – – –
SHIM
2835
Stone House Investment Management
Pennsylvania
$58.6K +$58.6K +111 New
KPP
2836
Kings Path Partners
Texas
$55.4K +$55.4K +105 New
MFC
2837
Morris Financial Concepts
South Carolina
$54.9K +$54.9K +104 New
MFG
2838
Mendota Financial Group
Wisconsin
$52.8K +$52.8K +100 New
PWM
2839
Provident Wealth Management
Tennessee
$52.2K – – –
APC
2840
Aspire Private Capital
North Carolina
$51.2K – – –
KSB
2841
Kennebec Savings Bank
Maine
$51.2K +$51.2K +97 New
UFAC
2842
Urban Financial Advisory Corp
Illinois
$50.7K +$50.7K +96 New
CAM
2843
Creekmur Asset Management
Illinois
$48.5K – – –
IRC
2844
Investors Research Corp
Georgia
$47K – – –
EAM
2845
Eukles Asset Management
Ohio
$45.9K – – –
FCM
2846
Fourpath Capital Management
Oklahoma
$45.9K +$45.9K +87 New
AWM
2847
Aberdeen Wealth Management
Illinois
$44.9K – – –
EWM
2848
EPG Wealth Management
Georgia
$44.3K +$44.3K +84 New
ZC
2849
Zeit Capital
Colorado
$42.2K – – –
GCM
2850
Garland Capital Management
Washington
$38K – – –
112 113
114
115 116