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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 %
BEAM
726
Baker Ellis Asset Management
Washington
$15.2M -$491K -930 -3%
AC
727
Avory & Company
Florida
$15.2M – – –
GWA
728
Gibson Wealth Advisors
Texas
$15.1M +$190K +361 +1%
JIC
729
Joel Isaacson & Co
New York
$15.1M +$2.26M +4,292 +18%
BGA
730
Battery Global Advisors
Massachusetts
$15.1M – – –
SAG
731
SageView Advisory Group
California
$15.1M -$11.6M -22,003 -44%
EPA
732
Element Pointe Advisors
Florida
$15.1M – – –
G
733
Gainplan
Michigan
$15M +$1.22M +2,441 +9%
SAM
734
SignalPoint Asset Management
Missouri
$15M +$3.4M +6,477 +29%
MIFH
735
Migdal Insurance & Financial Holdings
Israel
$14.9M -$982K -1,861 -6%
LTL
736
Lowery Thomas LLC
California
$14.9M +$680K +1,288 +5%
SSW
737
Smith Shellnut Wilson
Mississippi
$14.8M +$831K +1,575 +6%
RFP
738
Roth Financial Partners
Texas
$14.8M +$281K +532 +2%
DWT
739
Dorsey & Whitney Trust
South Dakota
$14.7M -$154K -292 -1%
OCM
740
One Capital Management
California
$14.7M -$1.43M -2,719 -9%
TFP
741
Traction Financial Partners
Wyoming
$14.7M -$3.76M -7,122 -20%
USCWA
742
U.S. Capital Wealth Advisors
Texas
$14.6M -$216K -409 -1%
BL
743
Balentine LLC
Georgia
$14.5M +$941K +1,784 +7%
GWANC
744
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.5M +$502K +952 +4%
SC
745
Schoolcraft Capital
Colorado
$14.4M -$452K -857 -3%
RC
746
Rareview Capital
Nevada
$14.4M +$854K +1,618 +6%
WWM
747
Western Wealth Management
Colorado
$14.4M +$5.44M +10,307 +61%
STB
748
S&T Bank
Pennsylvania
$14.3M -$519K -983 -3%
TFS
749
Thoroughbred Financial Services
Tennessee
$14.2M +$1.28M +2,424 +10%
DC
750
DeDora Capital
California
$14.2M -$105K -199 -0.7%
28 29
30
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