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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
+$3.61B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.1B
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$787M
4
Charles Schwab
Charles Schwab
California
+$585M
5
CA
Clearstead Advisors
Ohio
+$348M

Top Sellers

1
GAA
Global Assets Advisory
Florida
-$1.7B
2
SGCA
Steel Grove Capital Advisors
Tennessee
-$1.57B
3
Wolverine Trading
Wolverine Trading
Illinois
-$944M
4
KAM
Kensington Asset Management
Texas
-$452M
5
Marshall Wace
Marshall Wace
United Kingdom
-$445M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
401
IFG Advisory
Georgia
$38.8M -$3.61M -7,222 -9%
ORL
402
Oak Root LLC
California
$38.5M -$615K -1,229 -2%
FWM
403
ForthRight Wealth Management
Georgia
$38.5M -$769K -1,537 -2%
TPCW
404
TD Private Client Wealth
New York
$38.4M +$176K +351 +0.5%
BHWM
405
Beaird Harris Wealth Management
Texas
$38.4M +$9.57M +19,132 +33%
Carson Wealth (CWM LLC)
406
Carson Wealth (CWM LLC)
Nebraska
$38.3M -$1.86M -3,710 -5%
BP
407
BBR Partners
New York
$37.9M +$92.5K +185 +0.2%
RWA
408
Rooted Wealth Advisors
Illinois
$37.9M +$3.07M +6,046 +9%
MWC
409
MBM Wealth Consultants
Missouri
$37.7M +$132K +258 +0.4%
LA
410
LM Advisors
California
$37.4M -$24.1M -48,551 -39%
JFG
411
JDM Financial Group
Texas
$37.1M +$1.47M +2,932 +4%
Legacy Financial Group (Iowa)
412
Legacy Financial Group (Iowa)
Iowa
$37.1M -$5.27M -10,530 -12%
HAS
413
HBW Advisory Services
California
$37M +$2.24M +4,485 +6%
AAM
414
Ameraudi Asset Management
New York
$37M -$575K -1,149 -2%
NIM
415
Northeast Investment Management
Massachusetts
$36.9M +$2.04M +4,079 +6%
OHIS
416
Oak Harvest Investment Services
Texas
$36.8M -$1.21M -2,411 -3%
PGWM
417
Parisi Gray Wealth Management
New Jersey
$36.6M -$160K -319 -0.4%
GRP
418
Global Retirement Partners
California
$36.3M +$1.69M +3,381 +5%
MWM
419
Modern Wealth Management
Kansas
$36.2M -$187K -373 -0.5%
MG
420
Mather Group
Illinois
$36.1M +$30M +62,310 +484%
RA
421
Resolute Advisors
California
$36.1M +$715K +1,425 +2%
TWC
422
TD Waterhouse Canada
Ontario, Canada
$35.9M +$10.1M +20,154 +39%
AWM
423
Apollon Wealth Management
South Carolina
$35.9M -$4.89M -9,778 -12%
SFA
424
Souders Financial Advisors
Ohio
$35.9M +$652K +1,303 +2%
GWM
425
Geneos Wealth Management
Colorado
$35.9M +$3.71M +7,426 +12%
15 16
17
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