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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 %
MWM
601
Mittelman Wealth Management
Massachusetts
$21M +$7.21M +13,666 +52%
VCA
602
Verdence Capital Advisors
Maryland
$21M +$684K +1,297 +3%
PIMJS
603
PKO Investment Management Joint-Stock
Poland
$21M +$2.13M +4,042 +11%
TW
604
Traveka Wealth
California
$20.8M -$5.33M -10,096 -20%
UI
605
Unconventional Investor
New Hampshire
$20.8M +$4.23M +8,010 +26%
IAN
606
Integrated Advisors Network
Texas
$20.8M -$1.25M -2,369 -6%
AIP
607
Almanack Investment Partners
Pennsylvania
$20.7M +$1.27M +2,399 +7%
NSIM
608
North Star Investment Management
Illinois
$20.6M +$154K +291 +0.7%
GFP
609
Guardian Financial Partners
California
$20.6M -$2.05M -3,889 -9%
FC
610
Fairscale Capital
New Hampshire
$20.5M +$1.06M +2,001 +5%
SVWAG
611
Sound View Wealth Advisors Group
Georgia
$20.4M +$3.32M +6,283 +19%
American Century Companies
612
American Century Companies
Missouri
$20.3M -$1.53M -2,900 -7%
KFGK
613
Keystone Financial Group (Kentucky)
Kentucky
$20.1M +$20.1M +38,184 New
EWM
614
Elevatus Welath Management
New York
$20.1M +$19.4M +36,751 +2,842%
SFPM
615
Sensible Financial Planning & Management
Massachusetts
$20M -$254K -481 -1%
RA
616
Rational Advisors
New York
$20M -$416K -789 -2%
BWM
617
Benchmark Wealth Management
Connecticut
$19.9M +$731K +1,385 +4%
SFA
618
Sequoia Financial Advisors
Ohio
$19.9M +$1.16M +2,203 +6%
NGA
619
Naples Global Advisors
Florida
$19.9M +$401K +757 +2%
OAJ
620
Ogorek Anthony Joseph
New York
$19.9M +$1.66M +3,152 +9%
FB
621
Fulton Bank
Pennsylvania
$19.8M +$1.04M +1,971 +6%
OIS
622
Okabena Investment Services
Minnesota
$19.7M +$8.98M +17,022 +84%
RWMH
623
Riverpoint Wealth Management Holdings
Illinois
$19.6M +$25.9K +49 +0.1%
WPW
624
Waldron Private Wealth
Pennsylvania
$19.6M +$1.2M +2,272 +7%
MA
625
Montag & Associates
Georgia
$19.5M +$254K +479 +1%
23 24
25
26 27