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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 %
MAM
2851
Marquette Asset Management
Minnesota
$36.4K +$36.4K +69 New
M
2852
MOTCO
Texas
$35.9K – – –
MSWM
2853
Mowery & Schoenfeld Wealth Management
Illinois
$34.8K -$128K -242 -79%
MPCG
2854
Matrix Private Capital Group
New York
$32.3K – – –
AP
2855
Atwood & Palmer
Missouri
$32.1K – – –
MSFP
2856
Mark Sheptoff Financial Planning
Connecticut
$30.1K – – –
EWA
2857
Elevate Wealth Advisory
Georgia
$26.2K – – –
MIM
2858
Macroview Investment Management
Maryland
$26K +$5.83K +11 +29%
AP
2859
Aspect Partners
Virginia
$25.3K – – –
BOC
2860
Bull Oak Capital
California
$22.5K -$5.22K -10 -19%
CWM
2861
Compass Wealth Management
Connecticut
$21.1K -$30.6K -58 -59%
TIM
2862
Thompson Investment Management
Wisconsin
$20.1K – – –
SC
2863
SouthState Corp
Florida
$20.1K – – –
HCM
2864
Horrell Capital Management
Arkansas
$20K – – –
MIA
2865
Milestone Investment Advisors
Wisconsin
$19.5K – – –
RCM
2866
Raleigh Capital Management
North Carolina
$18.9K – – –
KC
2867
Knuff & Co
California
$17.9K +$17.9K +34 New
1IA
2868
1620 Investment Advisors
Massachusetts
$16.4K +$16.4K +31 New
ACM
2869
Accent Capital Management
Ohio
$15.9K – – –
DWA
2870
Delos Wealth Advisors
Texas
$15.8K – – –
IAIM
2871
International Assets Investment Management
Florida
$15K +$15K +7,902,121 +57,976%
BFS
2872
Bare Financial Services
Pennsylvania
$14.8K – – –
CA
2873
Centerpoint Advisors
Massachusetts
$14K +$4.31K +8 +44%
CIM
2874
Contravisory Investment Management
Massachusetts
$13.7K +$9.5K +18 +225%
MFA
2875
McClarren Financial Advisors
Pennsylvania
$13.4K -$11.9K -25,366 -47%
113 114
115
116 117