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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 %
BAM
626
Brave Asset Management
New Jersey
$17M +$44.5K +89 +0.3%
TA
627
TruWealth Advisors
Louisiana
$16.9M +$139K +278 +0.8%
ATC
628
Argent Trust Co
Tennessee
$16.9M +$269K +538 +2%
FI
629
FWG Investments
Kentucky
$16.9M -$648K -1,296 -4%
MFGP
630
Marshall Financial Group (Pennsylvania)
Pennsylvania
$16.9M +$327K +654 +2%
BJL
631
Brighton Jones LLC
Washington
$16.9M -$188K -375 -1%
ACGA
632
Atlanta Consulting Group Advisors
Georgia
$16.8M +$15.3M +30,575 +989%
LFP
633
Lakeshore Financial Planning
Michigan
$16.8M +$61.5K +123 +0.4%
WAG
634
Wheelhouse Advisory Group
Missouri
$16.7M +$571K +1,132 +4%
VCM
635
Virtue Capital Management
Tennessee
$16.6M -$509K -999 -3%
TFP
636
TrueWealth Financial Partners
Washington
$16.6M +$845K +1,690 +5%
BCA
637
Ballentine Capital Advisors
South Carolina
$16.6M +$376K +752 +2%
APG
638
Abacus Planning Group
South Carolina
$16.4M -$49.5K -99 -0.3%
ASN
639
Advisory Services Network
Georgia
$16.4M -$8.72M -17,444 -35%
BC
640
Bowman & Company
Wisconsin
$16.3M -$471K -942 -3%
DAS
641
Dynamic Advisor Solutions
Arizona
$16.3M -$978K -1,956 -6%
BA
642
Bridgewater Associates
Connecticut
$16.3M +$16.3M +32,601 New
SVWAG
643
Sound View Wealth Advisors Group
Georgia
$16.2M +$1.37M +2,735 +9%
JIC
644
Johnson Investment Counsel
Ohio
$16.2M +$399K +797 +3%
EAM
645
Evanson Asset Management
California
$16.2M +$1.85M +3,693 +13%
TFGT
646
TS Financial Group (TSFG)
Illinois
$16.2M +$280K +559 +2%
TWP
647
Triad Wealth Partners
Kansas
$16.1M +$1.85M +3,699 +13%
FPWM
648
FSB Premier Wealth Management
Iowa
$16M -$595K -1,190 -4%
CSPIA
649
Cary Street Partners Investment Advisory
Virginia
$16M +$969K +1,937 +6%
HWP
650
Highline Wealth Partners
California
$16M +$831K +1,662 +5%
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