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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 %
NA
2901
Nordwand Advisors
Pennsylvania
$2.64K – – –
PCM
2902
Perritt Capital Management
Illinois
$2.64K +$2.64K +5 New
BFP
2903
Briaud Financial Planning
Texas
$2K – – –
C
2904
Covestor
United Kingdom
$2K – – –
PK
2905
Pflug Koory
Nebraska
$1.59K +$1.59K +3 New
PA
2906
PSI Advisors
Florida
$1.58K +$1.58K +3 New
RWA
2907
Redmont Wealth Advisors
Illinois
$1.06K – – –
LWA
2908
Lowe Wealth Advisors
Maryland
$1.06K – – –
FAM
2909
Flaharty Asset Management
Florida
$1.06K +$1.06K +2 New
WOC
2910
West Oak Capital
California
$723 +$5 +1 +0.7%
CMP
2911
Coston McIsaac & Partners
Maine
$576 +$21 +39 +4%
FRA
2912
Front Row Advisors
California
$529 +$529 +1 New
PPWM
2913
PFG Private Wealth Management
Florida
$528 -$10K -19 -95%
WSC
2914
Wellington Shields & Co
New York
$528 – – –
VFA
2915
Values First Advisors
Tennessee
$528 +$528 +1 New
CPA
2916
Capital Performance Advisors
California
$528 +$528 +1 New
NC
2917
NewSquare Capital
Pennsylvania
$459 – – –
MWA
2918
MFA Wealth Advisors
Pennsylvania
$240 – – –
CCWA
2919
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$724M -1,447,231 Closed
ERSOT
2920
Employees Retirement System of Texas
Texas
– -$150M -299,469 Closed
New York State Common Retirement Fund
2921
New York State Common Retirement Fund
New York
– -$48M -95,978 Closed
FFH
2922
Fairfax Financial Holdings
Ontario, Canada
– -$47.5M -95,000 Closed
LMGAM
2923
Liberty Mutual Group Asset Management
Massachusetts
– -$44.3M -88,517 Closed
SW
2924
SVB Wealth
Massachusetts
– -$34.4M -68,734 Closed
IAA
2925
Independent Advisor Alliance
North Carolina
– -$28.3M -56,535 Closed
115 116
117
118 119