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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 %
SWA
351
Safir Wealth Advisors
New Hampshire
$50.8M +$318K +603 +0.6%
AA
352
AJ Advisors
Tennessee
$50.8M +$1.7M +3,228 +3%
CIA
353
Choate Investment Advisors
Massachusetts
$50.6M +$35.3M +66,952 +231%
CFIA
354
Cantor Fitzgerald Investment Advisors
New York
$50.6M +$142K +269 +0.3%
SAI
355
Savvy Advisors Inc
New York
$50.6M +$30.7M +58,126 +154%
EWA
356
EP Wealth Advisors
California
$50.5M +$22M +41,779 +77%
FCH
357
Freestone Capital Holdings
Washington
$50.2M +$666K +1,262 +1%
SFA
358
Souders Financial Advisors
Ohio
$50.2M +$12.3M +23,241 +32%
LSA
359
Lansing Street Advisors
Pennsylvania
$50.1M +$5.77M +10,941 +13%
AA
360
Axiom Advisory
California
$50.1M +$8.39M +16,516 +20%
HSA
361
HBK Sorce Advisory
Pennsylvania
$50.1M -$90.2K -171 -0.2%
PFA
362
Pure Financial Advisors
California
$49.9M +$5.88M +11,138 +13%
FSA
363
Financial Sense Advisors
California
$49.8M -$1.25M -2,369 -2%
FCI
364
Financial Counselors Inc
Kansas
$49.8M +$458K +868 +0.9%
LFA
365
Level Financial Advisors
New York
$49.7M -$430K -814 -0.9%
CL
366
Choreo LLC
Illinois
$49.4M -$1.31M -2,512 -3%
JWM
367
Jackson Wealth Management
Florida
$49.4M +$7.86M +14,897 +19%
MA
368
Mutual Advisors
Nebraska
$49.2M +$898K +1,687 +2%
SL
369
Salomon & Ludwin
Virginia
$49.1M -$3.19M -6,037 -6%
KA
370
Kearns & Associates
California
$48.9M -$106K -200 -0.2%
RW
371
Rockport Wealth
Ohio
$48.9M +$48.9M +92,609 New
HWA
372
Hillcrest Wealth Advisors
New Jersey
$48.3M +$718K +1,360 +2%
SC
373
Scotia Capital
Ontario, Canada
$48.2M +$1.95M +3,704 +4%
CCM
374
Ciovacco Capital Management
Georgia
$48.2M +$5.1M +9,667 +12%
HIF
375
Hill Island Financial
Michigan
$48M +$433K +821 +0.9%
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