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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 %
LPT
851
Legacy Private Trust
Wisconsin
$9.27M +$393K +786 +4%
HIA
852
Harbor Investment Advisory
Maryland
$9.24M -$26K -52 -0.3%
BCA
853
Bay Colony Advisors
Massachusetts
$9.23M +$411K +822 +5%
DCM
854
Disciplina Capital Management
Tennessee
$9.23M -$1.25M -2,500 -12%
LNWWM
855
Laird Norton Wetherby Wealth Management
California
$9.22M +$137K +274 +2%
PCS
856
Personal CFO Solutions
New Jersey
$9.2M +$492K +983 +6%
ACP
857
Aveo Capital Partners
Colorado
$9.1M +$315K +629 +4%
GAG
858
GM Advisory Group
New York
$9.08M +$538K +1,076 +6%
GWM
859
Greenhouse Wealth Management
Connecticut
$9.08M -$101K -201 -1%
VCM
860
Viewpoint Capital Management
Washington
$9.08M +$158K +315 +2%
MWM
861
Mission Wealth Management
California
$9.02M +$1.83M +3,663 +25%
BTW
862
Boston Trust Walden
Massachusetts
$9.02M -$186K -372 -2%
Financial Engines Advisors
863
Financial Engines Advisors
California
$9.01M +$6.26M +12,499 +228%
LWIC
864
Leith Wheeler Investment Counsel
British Columbia, Canada
$8.97M +$37.5K +75 +0.4%
CCA
865
Cobblestone Capital Advisors
New York
$8.96M +$5.19M +10,378 +138%
AP
866
Americana Partners
Texas
$8.93M +$37K +74 +0.4%
NRI
867
NFP Retirement Inc
California
$8.92M -$408K -816 -4%
AFGAS
868
Allegiance Financial Group Advisory Services
Virginia
$8.89M -$241K -481 -3%
GRA
869
Golden Road Advisors
Florida
$8.89M -$483K -946 -5%
FSA
870
Fort Sheridan Advisors
Illinois
$8.82M +$5.05M +10,093 +134%
MAA
871
Matrix Asset Advisors
New York
$8.82M -$417K -834 -5%
TWM
872
Thrive Wealth Management
Pennsylvania
$8.72M -$22.5K -45 -0.3%
BCIM
873
Bishop & Co Investment Management
Pennsylvania
$8.7M -$5K -10 -0.1%
DWM
874
Defined Wealth Management
Oregon
$8.69M +$46K +92 +0.5%
CWM
875
Connecticut Wealth Management
Connecticut
$8.68M -$931K -1,862 -10%
33 34
35
36 37